Overview
This role supports institutional and retail clients across Latin America. As an Account Analyst, you will gain hands-on exposure to client service, sales strategy, portfolio analysis, and fixed income markets while working closely with dedicated relationship teams in Account Management. The position focuses on building a foundation in asset management through meaningful responsibilities, mentorship, and client-facing experience.
Responsibilities
Institutional Account Analysts
- Analyze market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights.
- Create client reporting and analytical deliverables that support relationship management and ongoing client service.
- Conduct client, prospect, and industry research to support business development and relationship growth.
- Leverage data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights.
- Maintain CRM records and track client activity to support proactive coverage and business planning.
- Partner across investment, product, and client-facing teams to support client relationships, business development efforts, and delivery of a high-quality client experience.
Retail Account Analysts
- Provide product information, market insights, and sales support to financial advisors and intermediary clients.
- Research clients, prospects, and market trends to identify opportunities for advisor engagement and business growth.
- Build knowledge of the organization’s investment philosophy, products, and market perspectives to support advisor education and client conversations.
- Develop sales, marketing, and product materials that support business development and client servicing efforts.
- Utilize CRM, sales activity data, and AI-enabled tools to support outreach efforts, targeted campaigns, and relationship management.
- Track client engagement and pipeline activity to support business planning and sales initiatives.
- Partner with distribution, product, and investment teams to deliver a consistent and high-quality client experience.
Position Qualifications
- Bachelor’s Degree required
- Minimum 3.2 overall GPA
- 0-2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work preferred.
- Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
- Completion of Series 7 and 63 within the first six (6) months of employment.
- Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques.
- Demonstrated proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools.
- Interest in leveraging data, automation, and AI-enabled technologies to generate insights and improve business outcomes.
- Strong analytical, problem-solving, and communication skills, with the ability to synthesize information and present insights clearly.
- Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment.
- Demonstrated interest in client relationship management, sales, business development, or client service, with a desire to build commercial and investment knowledge within asset management.
Location
New York or Miami
Compensation & Benefits
Compensation follows a total compensation approach that includes a base salary and a discretionary bonus.
- Salary Range: $90,000.00 - $100,000.00
Equal Employment Opportunity
The organization recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and affirms the concept of equal employment opportunity and affirmative action in accordance with applicable federal, state, provincial, and municipal laws. The organization also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
Reasonable accommodation is available for qualified individuals with disabilities, including veterans, in job application procedures. If you have difficulty using the online system due to a disability and want to request an accommodation, you may request assistance through the dedicated job seeker accessibility line for applicants with disabilities. Responses may take up to two business days.