Investment Manager

Vintti is a forward-thinking staffing agency at the forefront of global talent solutions. We specialize in connecting US-based SMBs, startups, and firms with highly skilled professionals from Latin America. Our innovative approach breaks down geographical barriers, allowing businesses to tap into a rich pool of diverse talent while offering Latin American professionals access to exciting international career opportunities. Vintti builds bridges across continents, fostering cultural exchange and driving business growth through strategic staffing solutions.

An Investment Manager is responsible for making and managing investments on behalf of clients with the goal of maximizing returns and minimizing risks. They conduct in-depth research and analysis to identify and evaluate potential investment opportunities, and develop comprehensive strategies tailored to individual or institutional objectives. Investment Managers continuously monitor market trends, economic indicators, and portfolio performance, making adjustments as necessary to optimize financial growth and ensure alignment with clients’ goals. Effective communication and strong analytical skills are essential for building trust and delivering sound financial advice and insights.

- Bachelor's degree in finance, economics, business administration, or a related field
- Master's degree or CFA designation preferred
- Minimum 5 years of experience in investment management or related field
- Strong understanding of financial markets, investment strategies, and financial instruments
- Proficiency in financial analysis and modeling
- Excellent research and analytical skills
- Strong decision-making and problem-solving abilities
- Proficiency in financial software and tools (e.g., Bloomberg, FactSet, Excel)
- Excellent communication and presentation skills
- Ability to develop and maintain client relationships
- Strong attention to detail and accuracy
- Ability to work in a fast-paced, dynamic environment
- High ethical standards and professional integrity
- Strong organizational and time management skills
- Ability to work collaboratively within a team
- Knowledge of regulatory requirements and compliance standards
- Advanced knowledge of risk management and asset allocation
- Experience in preparing detailed investment reports and presentations
- Ability to provide training and mentorship to junior staff
- Willingness to travel for site visits and meetings with company management

- Conduct in-depth research on financial markets and investment opportunities.
- Monitor performance of investment portfolios and recommend adjustments.
- Develop and implement tailored investment strategies.
- Prepare investment reports and presentations for clients or senior management.
- Provide personalized investment advice to clients based on their financial goals.
- Execute buy and sell orders for securities on behalf of clients.
- Stay updated on economic trends, market developments, and new financial products.
- Assess and mitigate risks associated with investment decisions.
- Collaborate with analysts, traders, and other financial professionals.
- Prepare and review investment contracts and compliance documents.
- Participate in investment committee or board meetings and discussions.
- Perform due diligence on potential investments, including site visits and management meetings.
- Maintain relationships with external financial firms, brokers, and asset managers.
- Update and maintain accurate records of transactions and portfolio activities.
- Provide training and mentorship to junior staff and interns.
- Utilize financial software and tools for market analysis and portfolio management.
- Manage asset allocation and rebalance portfolios as necessary.
- Analyze financial statements and conduct valuations of companies or assets.
- Develop and update financial models to project investment performance.
- Respond promptly to client inquiries and deliver exceptional customer service.

The ideal candidate for the Investment Manager role will possess a robust academic background with a Bachelor's degree in finance, economics, business administration, or a related field, complemented by a Master's degree or CFA designation. With a minimum of 5 years of experience in investment management or a closely related field, they exhibit a profound understanding of financial markets, investment strategies, and diverse financial instruments. Demonstrating exceptional analytical and research prowess, the candidate excels in financial analysis and modeling, and efficiently utilizes sophisticated financial software such as Bloomberg, FactSet, and Excel. Known for their meticulous attention to detail, strong problem-solving abilities, and high ethical standards, they make informed and decisive investment decisions while adeptly assessing and mitigating risks. Exceptional communication and interpersonal skills enable them to build and maintain longstanding client relationships and provide tailored, insightful investment advice that aligns with client goals. Adaptable and resilient in a dynamic market environment, the candidate manages multiple priorities effectively, showcases excellent organizational skills, and thrives under pressure. Their proactive, results-oriented mindset and dedication to continuous learning ensure they stay abreast of market trends and regulatory requirements. Furthermore, their leadership and mentoring prowess is evident through successful training and development of junior staff, while their readiness to travel for on-site due diligence reflects their comprehensive approach to investment management. Overall, their blend of technical proficiency, strategic acumen, and stellar client relationship skills positions them as an exemplary fit for this role.

- Conduct thorough research and analysis on financial markets and investment opportunities.
- Monitor and evaluate the performance of existing investment portfolios.
- Develop and implement investment strategies tailored to client objectives and risk tolerance.
- Prepare detailed investment reports and presentations for clients or senior management.
- Interact with clients to understand their financial goals and provide personalized investment advice.
- Execute buy and sell orders for stocks, bonds, and other securities on behalf of clients.
- Stay informed about economic trends, market developments, and new financial products.
- Assess and mitigate potential risks associated with investment decisions.
- Collaborate with other financial professionals, such as analysts and traders.
- Prepare and review investment contracts and compliance-related documents.
- Participate in meetings and discussions with investment committees or boards.
- Perform due diligence on potential investments, including site visits and meetings with company management.
- Maintain and develop relationships with external financial firms, brokers, and asset managers.
- Update and maintain accurate records of transactions and portfolio activities.
- Provide training and mentorship to junior staff and interns.
- Utilize financial software and tools for market analysis and portfolio management.
- Manage asset allocation and rebalance portfolios as needed.
- Analyze financial statements and conduct valuations of companies or assets.
- Develop and update financial models to project investment performance.
- Respond promptly to client inquiries and provide exceptional customer service.

- Strong analytical mindset with the ability to interpret complex financial data
- Exceptional problem-solving skills and attention to detail
- High degree of professionalism and ethical standards
- Ability to make informed and decisive investment decisions
- Strong interpersonal and communication skills
- Ability to build and maintain lasting client relationships
- Adaptability and resilience in a dynamic market environment
- Excellent organizational and time management skills
- Proactive and results-oriented approach
- Strong teamwork and collaboration capabilities
- Aptitude for continuous learning and staying updated on market trends
- Ability to handle multiple priorities and meet deadlines
- Strong leadership and mentoring skills
- Confidence in presenting detailed reports and investment strategies
- Willingness to travel and conduct on-site due diligence
- Ability to navigate and utilize advanced financial software and tools

- Competitive salary range based on experience
- Performance-based bonuses and incentives
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with employer matching
- Paid time off and holidays
- Flexible work hours and potential for remote work
- Professional development and continuous learning opportunities
- Tuition reimbursement for relevant courses and certifications
- Access to wellness programs and gym memberships
- Employee assistance programs
- Opportunities for career advancement and promotion
- Networking events and industry conferences
- Company-sponsored social events and team-building activities
- Travel allowances for site visits and meetings
- Access to cutting-edge financial software and tools
- Mentorship programs from senior investment professionals
- Childcare assistance and family-friendly policies
- Life and disability insurance coverage
- Commuter benefits or travel subsidies
- Relocation assistance for eligible candidates
- Collaborative and supportive work environment
- Recognition and rewards programs