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 FINRA SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. 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.
Full-Time.
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree in Business Administration, Finance, Economics, Mathematics, Statistics, or a related field
- Four years of experience in the job offered, as an Investment Advisor, Investment Specialist, Banker Advisor, or related occupation
- Four years of experience providing wealth management, private banking, or investment advisory services to ultra-high-net-worth clients with liquid net worth exceeding $15 million
- Four years of experience allocating assets and constructing portfolios across equities, fixed income, structured products, derivatives, hedge funds, private equity, real estate, venture capital, commodities, and liquid alternatives
- Four years of experience analyzing Brazilian financial markets and onshore investment vehicles
- Four years of experience reviewing Brazilian cross-border investment regulations, tax regulations, fiduciary structures, succession planning, Dodd-Frank, and CFTC derivatives rules
- Four years of experience structuring and executing derivative transactions using structured products
- Four years of experience applying quantitative and statistical modeling methods, including Monte Carlo simulation, probabilistic modeling, correlation and covariance analysis, and multi-period projections
- Four years of experience analyzing foreign exchange forwards, cross-currency swaps in Brazilian Reals, currency-linked structured products, and total return swaps involving Brazilian equities
- Four years of experience reviewing KYC and AML compliance requirements in U.S. and Brazilian frameworks
- Four years of experience using Microsoft Excel, including VBA programming, for financial modeling
- Oral, auditory, and written fluency in Portuguese
- FINRA Series 7 license
- FINRA SIE license
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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