Job Description
About Us:
BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring the best interests of our clients is always at the forefront of our operations.
Job Description
The Product Expert is responsible for supporting, developing, and implementing the investment product selection process in GWA. This role reports to the Head of Investment Solutions and collaborates with the broader Investment team to ensure that the selection and monitoring of investment products, including mutual funds, ETFs, fixed income instruments, equities, and structured notes following a structured and data-driven approach.
The role requires strong analytical skills, programming capabilities for data automation, bilingual communication (English/Spanish) and a deep understanding of financial markets. The candidate will support due diligence on investment managers, continuously review best-in-class products, contribute to structured notes analysis and ensure that product selection aligns with investment objectives, market trends and client suitability.
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.
Qualifications
- Bachelor’s or Master’s degree in Finance, Mathematics, Statistics, Economics, Computer Science, Engineering
- Professional certifications such as CFA (Chartered Financial Analyst) and Series 65 are desirable.
- 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)