BBVA Global Wealth Advisors · 4 hours ago
Product Expert
Miami, FL
Full-time
Onsite
Senior Level
5+ years expBBVA Global Wealth Advisors is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services. The Product Expert is responsible for supporting, developing, and implementing the investment product selection process, collaborating with the broader Investment team to ensure effective monitoring and selection of investment products.
AdviceFinancial ServicesWealth Management
Responsibilities
Product Selection & Evaluation: Analyze and assess mutual funds, ETFs, fixed income, structured notes and other types of investment products to identify the most suitable investment solutions for clients
Due Diligence: Conduct qualitative and quantitative research on investment managers and investment products, ensuring they meet internal standards and regulatory requirements. Prepare written due diligence summaries for internal committees
Best-in-Class Research: Continuously monitor and compare investment products to ensure BBVA GWA offers top-tier investment solutions
Structured notes support: Assists in the review and comparison of structured notes across equity and fixed income underlying
Product Data Management: Maintain and update product selection databases, ensuring accuracy and efficiency in decision-making
Automation & Optimization: Develop and improve tools for product tracking, data analysis, and investment reporting using Python, R, MATLAB, SQL, or Bloomberg tools
Collaboration: Work closely with the Head of Investment Solutions, Chief Investment Officer, plus other areas as needed
Risk & Performance Analysis: Assess the risks and returns of investment products, ensuring they align with client suitability and investment strategies
Qualification
Required
Bachelor's or Master's degree in Finance, Mathematics, Statistics, Economics, Computer Science, Engineering
Minimum 5+ years related experience
Programming skills, particularly in Python, R, MATLAB, SQL or equivalent
Proficiency in data analysis tools and financial platforms (e.g., Bloomberg, FactSet, SQL, Morningstar)
Knowledge of financial markets, investment strategies, Equities, Fixed Income, Structure notes, ETFs and Mutual funds
Strong communication and team work skills
Ability to work independently and as part of a team in a fast-paced environment
Bilingual (English/Spanish)
Preferred
Professional certifications such as CFA (Chartered Financial Analyst) and Series 65 are desirable
Company
BBVA Global Wealth Advisors
BBVA Global Wealth Advisors offers wealth management and investment advisory services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase