This financial planning / wealth management universe covers Investments (discretionary and trading / capital markets), Wealth Structuring (trusts and off-shore structures), Insurance and Investment Finance (credit).  This position is being newly created in conjunction with the new Integrated Wealth Planning initiative.  The Sr. Analyst will be responsible for building the infrastructure as well as work in conjunction with Product Specialists on specific client cases to deliver integrated financial solutions.

• Serve as a subject matter expert liaison to work with Latin 
• America’s Product Specialists (Investments, Trusts, Insurance, Credit) to delivery highly integrated financial advice and solutions through collaboration and teamwork.
• Perform modeling and statistical analysis for financial decision making support
• Serve as Latin America’s subject matter expert o the interdependencies across wealth management disciplines.
• Develop advanced knowledge of products, offerings and market views.

• Liaise with product providers to identify key sources of interdependency and address them to maximize advice opportunities.
• Manage the development and rollout of new analytical tools and methods related to Wealth Planning.
• Build infrastructure to drive scalable delivery of wealth planning (e.g. proposal templates, intranet site, marketing material, etc.).
• Enforce quality and compliance control standards across disciplines.
• Manage Legal and Compliance approval process.
• Develop and lead Training in conjunction with Latin America’s Professional Development.

 

Ability to ally with the professionals of various departments and work within matrix environmental will be instrumental to one's success.

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