Itau Unibanco Holding

Investment Products Specialist

Itau Unibanco Holding

Miami, Florida, United StatesFull-timePosted Aug 20, 2025

Job description

The Investment Products Specialist supports the design, development, and lifecycle management of investment solutions tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and cross-functional collaboration to ensure the delivery of innovative, compliant, and client-centric investment offerings.

Key Responsibilities

Product Development & Support

  • Assist in the development and enhancement of investment products such as structured notes, mutual funds, and bespoke solutions.
  • Conduct market and competitor analysis to identify trends, gaps, and opportunities.
  • Prepare business cases, product documentation, and approval materials Portfolio & Risk Managem