Investment Associate

Há 3 dias

Sao Paulo, Brasil Citi Tempo inteiro

The Investment Associate within LATAM is a seasoned professional role. Applies in-depth disciplinary knowledge of financial markets, contributing to the development of client relationships and the improvement of processes for the area. Strong communication and diplomacy skills are required to be able to navigate the several stakeholders involved in the day to day job. Also, should be able to blend it with technical skills to quote and execute trades. Attention to detail is key when preparing information that will be delivered externally. **Responsibilities**: - The role of the Investment Associate is to support Investment Counselors providing advice to Ultra High Net Worth client base within Latin America. - Help support the senior members of the investment team in their delivery of investment solutions to clients. - Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee. - Analyze economic trends/activities and advise the effects on the investors’ portfolios - Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios. - Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base - In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades. - Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank. - Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation. **Qualifications**: - 2-5 years of experience - Languages: Fluent in Portuguese and English - Ability to travel. - Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation. - Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated **Education**: - Bachelor's/University degree or equivalent experience **CFP certification is mandatory** - **Job Family Group**: Private Client Product Services - **Job Family**: Investment Counselor - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting

  • Investment Banking Associate

    1 semana atrás

    Sao Paulo, Brasil Citi Tempo inteiro

    The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

  • Associate, Infrastructure

    Há 3 dias

    Sao Paulo, Brasil GIC Investment Tempo inteiro

    Location: Sao Paulo, BR- Job Function: Infrastructure- Job Type: Permanent- Req ID: 13221GIC is a sovereign wealth fund of Singapore. Established in 1981 to manage Singapore’s foreign reserves, GIC is a global long-term investor with well over US$100 billion in assets in over 40 countries worldwide. GIC works to secure Singapore’s financial future by...

  • Analyst/associate, Direct Equity Investments Latin

    1 semana atrás

    Sao Paulo, Brasil CPP Investments Tempo inteiro

    Company Description **Make an impact at a global and dynamic investment organization** When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management...

  • Associate/Analyst | Investment Banking

    Há 4 dias

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as...

  • Investment Bank Associate

    Há 5 dias

    São Paulo, Brasil UBS Tempo inteiro

    Brazil - Investment Banking - Investment Bank **Job Reference #** - 326998BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - This is an exciting opportunity for someone who is motivated to work in a dynamic team and to contribute to our Investment Banking business. As an Investment Banking Associate in UBS BB team, you will participate in the...

  • Associate/Analyst | Investment Banking

    Há 4 dias

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as...

  • Associate/Analyst | Investment Banking

    Há 3 dias

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as...

  • Associate/Analyst | Investment Banking

    1 dia atrás

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team.Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies.Our commitment to excellence positions us as a...

  • Associate/Analyst | Investment Banking

    Há 3 dias

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as...

  • Associate/Analyst | Investment Banking

    Há 4 dias

    São Paulo, Brasil Yalla Capital Tempo inteiro

    Investment Banking Associate/Analyst Opportunity Yalla Capital is on a strong growth trajectory and is seeking an Associate or Analyst to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as...