Investment Solutions Analyst

Excited to grow your career?

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

About the job:

The role requires strong analytical skills, programming capabilities for data automation, bilingual communication (English/Spanish) and a deep understanding of financial markets. The candidate will support due diligence on investment managers, continuously review best-in-class products, contribute to structured notes analysis and ensure that product selection aligns with investment objectives, market trends and client suitability.

Responsibilities

Product Selection & Evaluation: Analyze and assess mutual funds, ETFs, fixed income, structured notes and other types of investment products to identify the most suitable investment solutions for clients.

Due Diligence: Conduct qualitative and quantitative research on investment managers and investment products, ensuring they meet internal standards and regulatory requirements. Prepare written due diligence summaries for internal committees.

Best-in-Class Research: Continuously monitor and compare investment products to ensure BBVA GWA offers top-tier investment solutions.

Structured notes support: Assists in the review and comparison of structured notes across equity and fixed income underlying.

Product Data Management: Maintain and update product selection databases, ensuring accuracy and efficiency in decision-making.

Automation & Optimization: Develop and improve tools for product tracking, data analysis, and investment reporting using Python, R, MATLAB, SQL, or Bloomberg tools.

Collaboration: Work closely with the Head of Investment Solutions, Chief Investment Officer, plus other areas as needed.

Risk & Performance Analysis: Assess the risks and returns of investment products, ensuring they align with client suitability and investment strategies.
Qualifications

Bachelor's or Master's degree in Finance, Mathematics, Statistics, Economics, Computer Science, Engineering

Minimum 3+ years related experience.

Programming skills, particularly in Python, R, MATLAB, SQL or equivalent.

Proficiency in data analysis tools and financial platforms (e.g., Bloomberg, FactSet, SQL, Morningstar).

Knowledge of financial markets, investment strategies, Equities, Fixed Income, Structure notes, ETFs and Mutual funds..

Strong communication and team work skills.

Ability to work independently and as part of a team in a fast-paced environment.

Bilingual ( English/Spanish)

License/Certification/Registration

Series 65 or it's equivalent; i.e. CFA Charterholder

Legal requirements

It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Pay Transparency Policy Statement

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).

Individuals with Disabilities

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: View email address on click.appcast.io or by calling toll-free (in the U.S.) View phone number on click.appcast.io. Please indicate the specific type of assistance needed*.

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EEO Statement

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.

View the " EEO is the Law " & " View the EEO is the Law Supplement Poster " poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.