Daily Banker (Miami, FL)
Miami, FL Area Jobs
Miami, FL
Full-time
Accounting
Posted on April 21, 2019
Daily Banker (Miami, FL) Assist clients w local & offshore portfolio maintenance, identify demands to provide necessary prdcts & services. Reqs: Bach fin- or econ-rltd conc & 2 yrs HNWI wealth mgmt & fin portfolio analysis exp w LATAM focus. Sig knwldg of fin prdcts & mrkt regs incl those inv domestic U.S., Brazil, & offshore mrkts. Profic w Pershing NETX360, Bloomberg, & Fidessa; acct open processes in U.S. broker dealer & LatAm domestic mrkts; structure, open, & maintain offshore investmt vehicle to suit clients' needs; Excel & VBA for process optimize. Strong bus dvlpmt & rlt'nship mgmt skills. Portuguese fluency. Employer will spon for Series 7 & 63 if not already licensed. Res: BTG Pactual US Capital LLC, Attn: J. Almonte, 601 Lexington Avenue, 57th Floor, New York, NY 10022, Ref: HR-109.