The Senior Portfolio Advisor, LATAM will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.
Responsibilities:
Requirements:
Education:
Senior Portfolio Advisor LATAM • New York, NY, United States
Are you experienced at driving joint business with partners in the SaaS space? If so, we're actively seeking professionals like you to join our dynamic team.As an Americas Scaler, you'll be instrum... Show more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more
CAT Portfolio Manager position.Working alongside a team of highly trained Catastrophe Modelers, you will provide catastrophe risk assessment to help guide underwriting decisions on our Global Whole... Show more
Associate Director, Financing Solutions Americas.We are seeking an individual to join our team at Standard Chartered Bank in New York.The successful candidate will work directly with Financing Solu... Show more
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.As part of one of the world's leading a... Show more
Senior Client Portfolio Manager (CPM).As a Senior Client Portfolio Manager (CPM), you'll translate quantitative insights into client outcomes and answers.You'll partner with portfolio managers, eng... Show more
Associate, Portfolio Analytics.Lending | Portfolio Management | Associate, Portfolio Analytics | New York.In the Americas, ING's Wholesale Banking division offers a broad range of innovative financ... Show more
JobID: 210760758 Category: Business Support JobSchedule: Full time Posted Date: 2026-06-25T17:43:56+00:00 JobShift: Base Pay/Salary: New York,NY $113,000.As an ETF Platform Management Associat... Show more
Tax Senior, Transaction Advisory Services.The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectat... Show more
As an M&A Advisor, you'll own and manage a book of deals that range in size from $400K to $10M+.You'll work with owners on listing strategy, offer negotiations, deal structuring, and diligence.Our ... Show more
Financial And Valuation Advisory Associate.NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, an... Show more
Global Wealth Advisor Opportunity.Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside.The ideal ... Show more
City: New York Division: Macro & Customized Investing.Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together.Our mission at Janus Hender... Show more
Our client, a leading wealth management, planning, and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City.We are seeking a seasoned inves... Show more
Manager of Card Portfolio Strategy & Product.This is a product leadership role focused on shaping how financial institutions grow and optimize their card portfolios at scale.Manager of Card Portfol... Show more
Portfolio and Trading Associate.As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure.You'll be responsible for dai... Show more
Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to bring a human element to the world of accounting... Show more
Assistant Vice President Trading & Portfolio Management.A global investment management firm with strong ties to both U.Assistant Vice President to support trading, portfolio management, and fund a... Show more
Aligned Climate Capital LLC (Aligned) is an asset manager that believes the global response to climate change is creating a $50 trillion market opportunity.Founded in 2019, Aligned is a dynamic and... Show more
Do you love being a research analyst on the sell-side or buy-side but find that parts of the Wall Street model just don't resonate with you? Have you ever thought about which parts of your role you... Show more
