Third Party Distribution (Mexico) at BTG Pactual in Mexico, MX

About BTG Pactual

BTG Pactual is a leading investment bank and asset management firm in Latin America, with a growing presence in the United States. We combine a global perspective with deep local expertise to deliver innovative financial solutions to institutional and corporate clients.

Role Description - Scope, responsibilities, and tasks required for this position

Third Party Distribution is responsible for representing and distributing international asset managers across Latin America, helping them expand their presence and raise assets in the region across institutional, intermediary, and wealth channels. The team works closely with leading global investment firms across traditional and alternative asset classes, including mutual funds, UCITS, ETFs, private markets, and alternative investments. We are looking to hire an Analyst/Associate to join the Third-Party Distribution team in Mexico.

The role is commercial in nature and ideal for a candidate interested in asset management, capital raising, investment products and institutional relationship management. The selected candidate will support the coverage and development of relationships across institutional investors, independent wealth platforms, broker dealers, family offices and financial intermediaries in Mexico.

The position offers exposure to some of the leading global asset managers and investment strategies across public and private markets.

Key Responsibilities

• Support the distribution and commercialization efforts of international asset managers in Mexico
• Develop and maintain relationships with:
• Institutional investors
• Independent wealth platforms
• Family Offices
• Casas de Bolsa / broker dealers
• Banks and financial intermediaries
• Assist in organizing client meetings, roadshows, investment presentations and strategic initiatives
• Coordinate with portfolio managers and international investment teams
• Analyze investment strategies and market trends across ETFs, mutual funds, UCITS and alternative
• Investments
• Prepare marketing materials, peer analysis and investment positioning presentations
• Maintain ongoing dialogue with clients regarding markets, products and portfolio solutions
• Support pipeline management and business development initiatives

Specific Experience, Knowledge & Skills

• 4+ years of relevant experience in asset management, private banking, ETFs, wealth management or institutional sales
• Strong commercial mindset and relationship-building skills
• Understanding of investment products, including: ETFs, Mutual Funds, UCITS, Alternative Investments / Private Markets
• Existing relationships within institutional investors, intermediaries, Family Offices, or Casas de Bolsa are highly valued
• Knowledge of the Mexican financial market and investment ecosystem
• Ability to work autonomously in a dynamic commercial environment
• Strong communication and presentation skills
• Fluent in Spanish and English
• Preferred Background: Ideal candidates may come from institutions already in the business ecosystem or other relevant local/international asset managers with a strong presence in Mexico.
• Licenses & Requirements: Relevant Mexican financial licenses and regulatory certifications preferred/required depending on profile and seniority
• Bachelor’s degree in Finance, Economics, Business or related field
• Seniority: The role is flexible and can accommodate profiles ranging from Analyst to Associate, depending on experience and relationships.

Why join to BTG Pactual

• Opportunity to help shape and grow a rapidly expanding international platform across Mexico and Latin America
• Entrepreneurial, high-performance and meritocratic culture with significant long-term career upside
• Exposure to some of the world’s leading global asset managers across traditional and alternative investments
• Strong compensation potential with meaningful upside linked to business development and asset growth
• Clear long-term career path with the opportunity to grow internally within BTG Pactual’s global platform
• Opportunity to work within one of Latin America’s leading investment banking and asset management franchises
• Join a highly entrepreneurial and collaborative team with direct exposure to senior management and international investment firms
• Unique opportunity to participate in the growth of the Mexican asset management and wealth ecosystem, one of the most attractive long-term growth markets in the region
• Existing institutional infrastructure, product platform and global manager relationships already in place, creating substantial commercial upside potential as distribution capabilities continue expanding
• Dynamic and international work environment with direct interaction across Mexico, Miami, New York, Europe and Latin America

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