Investment Advisor [Multiple Positions Available]

DESCRIPTION:

Duties: Conduct comprehensive financial and wealth planning analyses to identify and address Ultra High Net Worth (UHNW) Brazilian clients' unique objectives.

Perform advanced economic and market analysis, utilizing advanced financial modeling and asset valuation concepts to inform investment decisions that align with clients' long-term investment goals and family wealth structures.

Use the Portuguese language to validate the clients' current investment objectives and to prepare tailored recommendations for appropriate investment products that ensure regulatory compliance.

Perform market analysis to tailor solutions that meet Brazilian clients' evolving needs, and provide sophisticated advisory services to UHNW Brazilian clients on asset allocation strategies, portfolio construction, tactical trading shifts, rebalancing, and hedging to optimize returns while managing risk, communicating these strategies to clients in Portuguese.

Interpret Brazilian market practices and regulatory considerations that are communicated in Portuguese to ensure compliant and appropriate structuring and portfolio allocation.

Monitor portfolios through risk analysis, performance tracking, and asset allocation reviews, and generate trade ideas based on reviewing market analysis against clients' objectives.

Execute solutions encompassing Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, Equities, Options, Derivatives, and Swaps.

Provide cross-asset class execution including equities, fixed income, derivatives, and alternatives based on market conditions and global trends.

Review and synthesize Portuguese language materials including financial statements, operational reports, and legal/regulatory guidance relevant to client portfolios and cross border products (e.g., FX forwards, cross currency swaps, and structured notes linked to Brazilian assets).

Conduct and participate in meetings, calls, and negotiations with Brazilian UHNW clients and counterparties where Portuguese is the primary or exclusive business language, ensuring accurate communication in Portuguese on investment strategy, risk, and suitability.

Advise clients on how global macroeconomic developments affect their portfolios.

Develop investment policy statements in Portuguese and provide strategic allocation advice aligned with evolving client objectives.

Deliver presentations in Portuguese on market views, investment strategy, and portfolio reviews.

Serve as an interface between clients and bank areas including credit, mortgage, investment, and wealth advisory teams, coordinating holistic financial solutions for Brazilian clients in both onshore and offshore markets.

This position requires up to 20% travel (domestic, primarily to New York, and international, primarily to Brazil) to various client sites and JPMC offices for internal meetings/trainings.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Business Administration, Fin...