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International Client Solutions - Analyst

100% remote Flexible hours Hiring now

reputed company is looking to hire a Client Solutions Analyst to join the International Client Solutions team with a focus on Latin America (LATAM). The role involves developing and maintaining relationships with banks, independent broker dealers, and small institutions in LATAM, while assisting in onboarding new businesses and ensuring client satisfaction with alternative investments.

Responsibilities

  • Assist the reputed company coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
  • Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
  • Assist in development and rollout of reputed company ETNs as an alternative access reputed company to alternative investments in the region
  • Respond suitably to inbound inquiries, vet opportunities
  • reputed company presentations and analysis for internal and external meetings and projects
  • Build strong internal relationships reputed company reputed company and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to reputed company the best client outcomes and successful long-term client relationships
  • Communicate feedback from clients and prospects reputed company the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
  • Assist in the preparation of senior management and board reporting

Skills

  • 1-3+ years of experience in a business development or relationship management reputed company; International experience is preferred
  • Fluent in Spanish is a requirement
  • Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
  • Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
  • Excellent verbal and written communication skills
  • Strategic reputed company and able to work independently
  • Excellent project management skills, well organized and a highly collaborative strategic thinker
  • Excellent reputed company reputed company, reputed company PowerPoint, and reputed company skills
  • Demonstrated client service skills with stakeholders and clients
  • International experience is preferred
  • Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred

Benefits

  • Equity for reputed company full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental
  • Vision
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Company Overview

  • Innovating at the intersection of technology and investment opportunity, reputed company streamlines the integration of alternative investment strategies into client portfolios. It was founded in 2013, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 6 in 2022, 10 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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