Our client is a transnational and independent multi-family office and is a SEC-registered investment advisor.

They are seeking to empower private and institutional clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.

They help high net-worth families establish, manage, and carry out their estate's activities in various disciplines -such as investment management of financial and private assets, report consolidation, supervision, estate planning, and taxes, among others- to help their clients set the best course for achieving their wealth objectives.

They manage individual investment accounts discretionally, focused on the Mexican and local market.

They collaborate with multiple custodians from the United States, Mexico, and Switzerland.

Summary:

• Operations of investment portfolios with multiple custodians in different jurisdictions.

• Performing and supervising portfolio rebalancing of international multi-currency accounts such as periodically buying or selling assets in a portfolio to regain and maintain the desired asset allocation level.

• Monitoring margin accounts.

• Completing trade error reports in cases of trade error, reviewing customer complaints, and completing required forms in cases of complaints.

• Management of relationships with a focus on operations with institutional international counterparties, including providing trading to the company and its clients and communicating effectively with clients regarding investment accounts.

Required Skills:

• Required SERIES 65 CERTIFICATION, Uniform Investment Adviser Law Exam

• Spanish (preferred)

• A minimum of three-year experience in the operations involving rebalancing portfolios

• Bachelor's degree required, finance or related fields are a plus

• Solid Bloomberg skills

• Have an interest in investing, finance, and economics

• Demonstrate excellent Microsoft Excel skills

• Detail-oriented mindset and excellent organizational skills

• Ability to learn quickly and problem-solve on the fly with little guidance

• Good intuition and ability to assess unclear situations with limited information

Benefits:

• Dental Insurance

• Health Insurance

• Competitive compensation. Salary may vary depending on job-related knowledge, skills, and experience