CPB LatAm Investment Lab New York Job in New York, New York US
• Advanced degree (Masters Degree in Economics or Finance).
• Knowledge of asset allocation, modern portfolio theory, and manager analysis.
• Thorough understanding of portfolio construction, risk management issues, and quantitative methods.
• Knowledge of a wide range of asset classes, financial instruments, and strategies.
• Experience with financial modeling (e.g. optimization, Monte-Carlo simulation, V@R, Yieldbook) and statistical analysis tools (e.g. Matlab, E-Views, @-Risk).
• Effective communication skills (verbal / written / proposal) to all levels.
• Series 7, 63, 65.
Desirable:
• Fluent in Spanish and/or Portuguese.
• Knowledge of Latin American markets.
• Previous investment experience with high and ultra-high-net-worth individuals.
• CFA, CAIA, and/or FRM.
• Basic knowledge of trust, insurance, and credit products.