BTG Pactual · 1 day ago
Relationship Manager
Miami, FL
Full-time
Onsite
Entry, Mid Level
2+ years expBTG Pactual Europe is a financial services firm specializing in investment opportunities and market analysis. They are seeking a Relationship Manager to analyze portfolios of Latin American high-net-worth individuals and provide recommendations on global securities and investment opportunities.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Analyze Latin American HNWIs’ portfolios to review risks, profitability and suitability and share recommendations regarding global securities and investment opportunities based on their needs and risk/return objectives
Leverage BTG Pactual’s expertise in the Colombian and Latin American markets to analyze and convey interpretations of macro-economic and political developments, market news, flows, and products in the region to prospects and clients
Execute unsolicited trades across different asset classes, including equities, derivatives, fixed income, and structured products
Perform financial and valuation analysis of specific companies, including construction of earnings and cash flow models and competitive profiles, to develop company prospects and stock prices
Participate in internal discussions about markets, financial events, and new products
Qualification
Required
Bachelor's degree in economics, finance, business administration, or any engineering concentration
Two years of experience in the financial industry
Knowledge of financial market products, including fixed Income, equities, derivatives, and alternative investments in the United States and Brazil
Proficiency in account opening processes with U.S. broker-dealers
Proficiency in structuring, opening, and maintaining offshore investment vehicles tailored to clients outside the United States
Employer will sponsor Series 7, 63, and 66 if not already licensed
Company
BTG Pactual
BTG Pactual is a financial company that operates in the markets of investment banking, wealth management, and asset management.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.67BKey Investors
Asian Infrastructure Investment BankEuropean Investment Bank
2025-07-13Post Ipo Debt· $160M
2024-11-25Post Ipo Debt· $210M
2024-10-17Post Ipo Debt· $500M
Leadership Team
K
Kathleen Romagnano
President and CEO
Roberto Sallouti
CEO
Recent News
Morningstar.com
2026-02-02
Qatar Tribune
2026-01-21
The Rio Times
2026-01-05
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