Requires a Bachelors degree, or foreign equivalent, in Business Administration, Finance, Accounting, Economics or related field and three 3 years of experience as an Associate Banker, Private Banker, Investment Counselor, Business Manager, or related position involving investment advice and support for wealth management services. Three 3 years of experience must include Analyzing financial information of companies, sectors, industries, and countries for portfolio diversification; Portfolio management including review, client profiling and banker client base administration; U.S. and Mexico financial system operational procedures, legal and regulatory frameworks, fiscal and public financing policies, instruments tax efficient securities, inflation linked securities, listed OTC securities, tailored capital markets instruments tax implications; Interpreting data on price, yield, stability, future investmentrisk trends, and economic influence factors affecting valuation on financial instruments; Constructing financial models and analysis, with statistical inference as basis for modeling; Financial securities trading, including bonds, equities, mutual funds, alternative investments Hedge Funds, Private Equity, Real Estate capital markets Structured Notes Derivatives; Providing investment advice and wealth management services to Mexican clients including trust structures, offshore entities, and succession planning; and Analyzing investment finance products and services including loanable values, margin calls, sell off requirements. 25 international and domestic travel required. Proof of full vaccination against COVID19 required prior to commencing employment.
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