LATAM Financial Institutions Relationship Manager
The Horizon Group, New York, NY, United States
Capital Market Sales - Financial Institutions Origination – Portfolio Financing
We are seeking a driven Salesperson to originate and acquire clients within the Financial Institutions segment, with a primary focus on Alternative Asset Managers and select product providers in Portfolio Financing. The role bridges origination and structuring, driving deal flow across the Americas and contribute to the strategic evolution of our business model with alternative asset managers.
Key responsibilities
Client Acquisition: Lead acquisition and relationship development in the Financial Institutions segment, targeting Alternative Asset Managers and other relevant product providers in Portfolio Financing.
Deal Origination: Identify, qualify, and originate transactions that fit the Portfolio Financing product suite, ensuring a strong pipeline aligned with risk appetite and return objectives.
Market Coverage: Execute a proactive go-to-market plan across the USA, Canada, and South America, building local ecosystems and referral networks.
Bridge Function: Act as the interface between Origination and Structuring, shaping client solutions, coordinating term sheets, and ensuring smooth handover into execution.
Strategic Development: Support the strategic advancement of the business model with Alternative Asset Managers, including product development, market mapping, and competitor analysis.
Sales Coverage Support: Provide backup coverage for adjacent sales mandates, including Interest Rate Derivatives and Money Market products, ensuring continuity and client satisfaction.
CRM & Stakeholder Coordination: Maintain a close, proactive collaboration with Client Relationship Managers on client onboarding, KYC/AML and broader compliance requirements, as well as Risk Manager expectations (e.g., credit appetite, collateral, covenants).
Skills Required
5–10 years of experience in FI origination/sales/structuring, investment banking, or structured finance, with demonstrated exposure to Portfolio Financing.
Strong network among Alternative Asset Managers (e.g., private credit, private equity, hedge funds) and familiarity with their financing needs.
Solid understanding of structured solutions and balance sheet products (e.g., NAV financing, capital call facilities, portfolio-level leverage), with ability to translate client needs into bankable structures.
Excellent coordination skills between front office origination and structuring/credit functions; strong term sheet and execution literacy.
Demonstrated experience working closely with CRMs, Compliance, Legal, Operations, and Risk Management to navigate onboarding and approval processes efficiently.
Analytical proficiency, commercial acumen, and comfort with financial modeling; advanced Excel/PowerPoint skills.
Strong communication skills and stakeholder management across international teams; English fluency required, Spanish/Portuguese a plus.
Bachelor’s degree in finance, Economics, or related field; MBA/CFA preferred.
FINRA Series 7 and Series 63 licenses (or ability to obtain promptly).
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Key responsibilities
Client Acquisition: Lead acquisition and relationship development in the Financial Institutions segment, targeting Alternative Asset Managers and other relevant product providers in Portfolio Financing.
Deal Origination: Identify, qualify, and originate transactions that fit the Portfolio Financing product suite, ensuring a strong pipeline aligned with risk appetite and return objectives.
Market Coverage: Execute a proactive go-to-market plan across the USA, Canada, and South America, building local ecosystems and referral networks.
Bridge Function: Act as the interface between Origination and Structuring, shaping client solutions, coordinating term sheets, and ensuring smooth handover into execution.
Strategic Development: Support the strategic advancement of the business model with Alternative Asset Managers, including product development, market mapping, and competitor analysis.
Sales Coverage Support: Provide backup coverage for adjacent sales mandates, including Interest Rate Derivatives and Money Market products, ensuring continuity and client satisfaction.
CRM & Stakeholder Coordination: Maintain a close, proactive collaboration with Client Relationship Managers on client onboarding, KYC/AML and broader compliance requirements, as well as Risk Manager expectations (e.g., credit appetite, collateral, covenants).
Skills Required
5–10 years of experience in FI origination/sales/structuring, investment banking, or structured finance, with demonstrated exposure to Portfolio Financing.
Strong network among Alternative Asset Managers (e.g., private credit, private equity, hedge funds) and familiarity with their financing needs.
Solid understanding of structured solutions and balance sheet products (e.g., NAV financing, capital call facilities, portfolio-level leverage), with ability to translate client needs into bankable structures.
Excellent coordination skills between front office origination and structuring/credit functions; strong term sheet and execution literacy.
Demonstrated experience working closely with CRMs, Compliance, Legal, Operations, and Risk Management to navigate onboarding and approval processes efficiently.
Analytical proficiency, commercial acumen, and comfort with financial modeling; advanced Excel/PowerPoint skills.
Strong communication skills and stakeholder management across international teams; English fluency required, Spanish/Portuguese a plus.
Bachelor’s degree in finance, Economics, or related field; MBA/CFA preferred.
FINRA Series 7 and Series 63 licenses (or ability to obtain promptly).
#J-18808-Ljbffr