Overview
A global leader in active fixed income is seeking an Account Analyst to support its Latin America institutional and retail clients. This role involves collaborating with various internal teams to deliver high-quality client service, supporting business development initiatives, and driving sales efforts. The position offers opportunities for career growth within client service, account management, and other distribution channels.
Location
Key Relationships
- Investment professionals including account management teams, product managers, portfolio managers, and trade assistants
- Fund operations group
- Current and prospective clients
Responsibilities
Institutional Account Analysts
- Gather, analyze, and discuss market trends and data with colleagues and clients
- Analyze portfolio characteristics in relation to broader investment themes
- Evaluate risk reports, perform attribution research, and conduct scenario analysis
- Create customized client reports and respond to ad-hoc inquiries
- Draft internal presentations and prepare client servicing materials
- Summarize and explain complex financial and economic concepts to educate and service existing and prospective clients
Retail Account Analysts
- Provide product information and sales support to Latin American financial advisors
- Identify new business development opportunities, drive marketing and sales campaigns, and close business
- Develop and maintain materials to support new and existing business as well as product management initiatives
- Manage and build relationships with financial advisors and maintain the CRM system
- Provide insights on investment philosophy, process, strategy, performance, and other relevant information to clients and prospects
Requirements
- Bachelor’s degree required
- Minimum overall GPA of 3.2
- 0-2 years of experience, preferably in financial services, with strong interest in fixed income and economics; college internships in finance or client-oriented roles preferred
- Proficiency in English and Spanish with strong written and verbal communication skills in both languages
- Completion of Series 7 and 63 licenses within the first six months of employment
- Knowledge of financial markets, fixed income, and portfolio management techniques
- Proficiency in Microsoft Word and Excel; familiarity with database applications such as index-provider databases, query tools, and Bloomberg
- Self-starter capable of working in a demanding, focused environment
- Strong analytical and problem-solving skills, both quantitative and qualitative; experience in data analysis is highly desirable
- Excellent relationship-building skills and intellectual curiosity
- Strong attention to detail and effective communication skills for collaboration across all organizational levels
- Outstanding organizational, time management, and project management abilities to prioritize multiple projects and meet deadlines in a dynamic environment
Preferred Qualifications
- Demonstrated ability to work collaboratively and adapt to fast-paced, ambiguous environments
- High emotional intelligence, resilience, and adaptability
- Alignment with core values emphasizing collaboration, openness, responsibility, and excellence
Compensation & Benefits
- Salary range: $90,000 to $100,000 annually
- Total compensation includes base salary plus discretionary bonus based on company, business, team, and individual performance
Equal Employment Opportunity
The employer is committed to equal employment opportunity and affirmative action, prohibiting discrimination based on race, national origin, religion, sex, sexual orientation, gender identity, age, military or veteran status, disability, and other protected categories under applicable laws.
Reasonable accommodations are provided for qualified individuals with disabilities during the application process.