Position Overview
Employer: DWS Group
Title: Coverage Support Analyst - LatAm
Location: Jacksonville, Florida
Job Code:
About DWS:
Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.
Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.
We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.
As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.
This is your chance to invest in your future.
Read More About DWS And Who We Are Here.
About the LatAm Client Coverage Team
This team is responsible for interfacing with retail and institutional clients to introduce DWS investment solution and product capabilities in the LatAm region. This position will support existing senior institutional distribution team members based in the United States in driving client meeting preparation, client meeting follow-up, reporting, competitive positioning, and technical sales support across our suite of solutions and products. As a member of the Client Coverage Division (CCD), and along the side of senior team members, you will develop relationships with prospects, clients, and business partners across the firm. In addition, you will develop deep subject matter knowledge of DWS’ client investment solutions and their use in client portfolios and businesses.
Role Details
Your Key Responsibilities:
- Work with our Relationship Management team on a day-to-day basis to service existing and potential institutional clients in Latin America.
- You will be responsible for managing some specific relationships in coordination with our Relationship Management team.
- Provide client support at all levels (provide product materials & regular updates, assist clients during the onboarding process, legal documentation, portfolio management updates, trading activities and problem solving).
- Engage with local regulators and clients in liaison with new product registrations, maintenance, and regular reporting on existing positions.
- As a transfer manager working in close coordination with our teams in Europe & US for the approval of sales materials to be distributed in the different Latin American countries.
- Financial reporting by coordinating with transfer agents and finance departments to ensure the accuracy of the financial information related to the LatAm business at a client/product level.
- Build strong partnerships with the members of the Institutional team and internal colleagues across all departments of the firm including corporate communications, investment specialists & strategists, portfolio managers, compliance, and others.
- Other responsibilities may be assigned as needed.
Your Skills & Experience:
- BA/BS degree, or equivalent, preferably in business
- FINRA Series 7 and 63 licenses a plus
- Language skills in Spanish, Portuguese, or both
- Product knowledge in investment products with experience in capital investment products and Latin American client management
- Excellent interpersonal and communication skills
- Must be detail-oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box’ thinking
- Pro-active and ability work independently
- Strong financial/reporting and analytical skills
- Experienced with Excel (advanced user), Word and Powerpoint.
- Self- motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
- Execute tactically on a day-to-day basis
What we’ll offer you:
At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.
If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.
Privacy Statement
The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEOC Know Your Rights" ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .
