Senior Portfolio Specialist

hace 2 semanas


Xico, México Bebeefinancial A tiempo completo

Key responsibilities for this role include leading origination efforts and overseeing commercial relationships within a portfolio of financial institution clients in Mexico.The position involves working with major economic groups based in Mexico, as well as global clients with an active presence in the country, focusing on banks, pension funds, insurance companies, and asset management funds.Key areas of focus will include Global Markets (FX, Rates, G10, Forwards, Swaps, Repos, Sovereign Flow, Synthetic Finance), Global Trade (Confirming, SBLCs, Trade Finance), Debt Capital Markets (DCM), Term Financing, Sustainable Linked Loans, and Time Deposits.You will represent all business requests within these financial institutions in Mexico, presenting balance sheet asks, credit reviews, and strategic plans to management while collaborating with the Latin America Platform in New York and the Senior Country Manager in Mexico.This position is critical for implementing the Financial Institutions strategy within Mexico and Latin America, aimed at growing revenues and market share for the sector.Determine and prioritize a portfolio of clients based on capabilities and market dynamics.Collaborate with management to drive new initiatives and identify reverse inquiries to pursue business opportunities.Serve as the primary contact for all firm-to-firm strategic dialogues with clients, ensuring a client-facing approach in every interaction.Beyond core responsibilities, candidates should possess strong analytical skills, excellent communication skills, and be able to adapt to changing circumstances.A successful candidate will have extensive knowledge of the Mexican financial landscape, including regulatory requirements and industry trends.#J-*****-Ljbffr



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