Investment Products Specialist

1 week ago

Miami, FL, United States Itau Full time

The Investment Products Specialist supports the design, development, and lifecycle management of investment solutions tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and cross-functional collaboration to ensure the delivery of innovative, compliant, and client-centric investment offerings.

Key Responsibilities

Product Development & Support

• Assist in the development and enhancement of investment products such as structured notes, mutual funds, and bespoke solutions.

• Conduct market and competitor analysis to identify trends, gaps, and opportunities.

• Prepare business cases, product documentation, and approval materials

Portfolio & Risk Management

• Liaise with internal and external portfolio managers to support investment decisions.

• Monitor asset allocation and support rebalancing actions in line with client Investment Policy Statements.

• Act as a first line of defense in risk management, ensuring operational and regulatory compliance

Stakeholder Collaboration

• Work closely with legal, compliance, risk, operations, and finance teams to support product delivery.

• Partner with relationship managers and client advisors to gather feedback and refine offerings.

• Represent the investment product function in governance forums and strategic planning sessions

Compliance & Documentation

• Ensure adherence to BSNAML, AML, and Bank Secrecy Act regulations.

• Maintain accurate documentation and support audit and compliance reviews

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; MBA or CFA preferred.

• 5+ years of experience in the investment industry, preferably in product development or portfolio support.

• Strong understanding of capital markets, investment vehicles, and regulatory frameworks.

• Advanced interpersonal and influence management skills.

• Superior analytical and communication abilities.

• Fluency in English; Portuguese and/or Spanish preferred

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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