Investment Advisor [Multiple Positions Available]

JPMorgan Chase; Miami (FL); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase in Miami seeks an experienced UHNW wealth advisor to conduct comprehensive financial analyses for Brazilian clients, delivering tailored investment recommendations in Portuguese while ensuring regulatory compliance.

You will perform market and portfolio analyses, design multi-asset allocations, and manage risk, communicating strategy to clients. Collaboration with credit, investment and wealth advisory teams is essential, with up to 20% travel.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Mathematics, or related field.
• Four years of experience in wealth management or investment advisory for UHNW clients.
• Experience with cross-border investments and related regulations.
• Fluency in Portuguese (oral, written) required.
• FINRA Series 7 license required.

Responsibilities

• Conduct comprehensive financial and wealth planning analyses for UHNW Brazilian clients.
• Provide tailored investment recommendations in Portuguese and ensure regulatory compliance.
• Perform market analyses, asset allocation, and risk management across multi-asset classes.
• Coordinate with bank areas to deliver holistic financial solutions for cross-border clients.
• Travel up to 20% domestically and internationally to client sites and offices.

Skills

Wealth management

Private banking

Investment advisory

Financial modeling

Monte Carlo simulation

VBA programming

Microsoft Excel

Cross-border investments

KYC/AML compliance

Portuguese language

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Excel

VBA

Job 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, Finance, Economics, Mathematics, Statistics, or related field of study plus four (4) years of experience in the job offered or as Investment Advisor, Investment Specialist, Banker Advisor, or related occupation. Skills Required: This position requires four (4) years of experience with the following skills: providing wealth management, private banking, or investment advisory services to Ultra High Net Worth (UHNW) clients whose liquid net worth exceeds $15 million USD; allocating financial assets and constructing portfolios across equities, fixed income, structured products, derivatives, hedge funds, private equity, real estate, venture capital, commodities, and liquid alternatives; analyzing Brazilian financial markets including Brazilian equities, fixed income, debentures, local hedge funds, and onshore investment vehicles; reviewing Brazilian financial regulations governing cross-border investments including Brazilian Law 4131, Brazilian tax regulations, fiduciary structures, succession planning for UHNW families, US Dodd-Frank Act, and Commodity Futures Trading Commission rules governing derivatives and swaps; structuring and executing derivative transactions using structured products; applying quantitative and statistical modeling methods for investment analysis and projections including Monte Carlo simulation, probabilistic modeling, probability distributions, correlation and covariance analysis, and multi-period projection techniques; conducting analysis using cross-currency instruments including foreign exchange forwards, cross- currency swaps in Brazilian Reals currency, currency-linked structured products, and total return swaps involving Brazilian equities; reviewing KYC and AML compliance in US and Brazilian frameworks; and conducting analysis in Microsoft Excel including VBA programming for financial modeling. This position requires oral, auditory, and written fluency in the Portuguese language. This position requires the following license(s): FINRA Series 7; and