Investment Risk Manager

1 week ago


Miami, United States BBVA Global Wealth Advisors Full time

About BBVA Global Wealth Advisors: We are an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. Our dedicated team upholds the highest fiduciary standards, ensuring the best interests of our clients are always at the forefront of our operations.

We seek a highly skilled Risk & Analytics Lead to support our Head of Investment Solutions in selecting and developing financial products for client portfolios. Key responsibilities include reviewing instruments in portfolios, generating ideas for new products, and monitoring their performance. This role requires close collaboration with our Quality Funds team, Financial Advisors, and Investment Counselors.

Responsibilities:

  • Instrument Review and Due Diligence: Assist in reviewing potential due diligence of financial instruments from external accounts, perform due diligence on products to ensure viability and alignment with portfolio objectives.
  • Generation of New Product Ideas: Collaborate in generating ideas for inclusion of new financial products, research market trends and customer needs to propose innovations.
  • Product Performance Monitoring: Monitor and analyze the performance of selected products in portfolios, prepare reports on product performance and suggest necessary adjustments.

Required Skills and Qualifications:

  • Five years of experience in Portfolio & Risk Management and Fund selection in Registered Investment Advisory or Broker Dealer.
  • Bachelor's degree in Economics, Finance, Engineering, Mathematics or similar; Master's degree preferred.
  • Bilingual: English + Spanish.
  • Licenses: CFA or Series 65 preferred.

Estimated Salary: $80,000 - $110,000 per year, depending on experience.


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