Bachelor’s degree essential; postgraduate degree or CFA designation preferred
5+ years of proven experience in portfolio management, asset allocation, and multi-asset investment strategies using a variety of investable assets including ETFs and mutual funds
Knowledge of Latin American financial markets across asset classes and local regulatory environments
Hands-on execution capability with a demonstrated ability to manage end-to-end investment processes independently
Technical expertise, including programming proficiency (Python preferred) and a track record of developing tools or processes to improve efficiency and decision-making. Knowledge of BlackRock’s Aladdin portfolio management software is desirable
Excellent communication and presentation skills in both English and Spanish
Creative thinker with the ability to design and improve investment frameworks and models
Strong interpersonal and collaboration skills to operate effectively with partners
Responsibilities
Construct, monitor, and rebalance model portfolios, leveraging MASS models infrastructure and multi-asset investment process to deliver tailored investment solutions across Latin America, ensuring alignment with parent model updates and client-directed changes
Monitor and analyze performance attribution and investment risk, ensuring transparent and consistent portfolio outcomes
Incorporate local regulatory and compliance constraints into all aspects of portfolio design and implementation
Collaborate with investment research, iShares, and manager research teams to evaluate and enhance product offerings for the region
Partner with technology teams to evolve and automate PM tools and processes for efficiency and scalability
Represent MASS in client and prospect meetings, articulating strategy, current positioning, and performance results with clarity and credibility