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About the Role
We are seeking to add an AVP to our Institutional Rates Sales Desk, a unique opportunity to join an early-stage franchise and play an active role in building it from the ground up. The role will be directly involved in the origination, development, and execution of business with institutional clients, working closely with the desk head to expand Banamex’s presence in fixed income and derivatives markets.
We are looking for a highly motivated individual with an entrepreneurial mindset, strong financial markets expertise, and a commercial orientation. The ideal candidate will be capable of developing long-term relationships with institutional investors, identifying business opportunities, and delivering value through fixed income and derivatives solutions.
The successful candidate combines deep technical knowledge of fixed income, FX, and derivatives products with strong communication, execution, and teamwork skills. We particularly value professionals who have participated in launching, implementing, or building new business initiatives and who thrive in dynamic environments with significant strategic impact.
Develop and manage commercial relationships with institutional clients, including pension funds (Afores), mutual funds, insurance companies, asset managers, banks, and other relevant market participants.
Originate, structure, and execute fixed income, interest rate derivatives, FX, and hedging solutions for institutional clients.
Identify business opportunities and actively contribute to the growth of Banamex’s Rates franchise.
Work closely with the Head of the desk on revenue tracking and business development initiatives.
Coordinate closely with Trading, Risk, Legal, Compliance, Investment Banking, Operations, and other support functions to ensure efficient transaction execution.
Provide specialized advice on fixed income, FX, and derivatives markets, helping clients meet their investment, financing, and hedging objectives.
Maintain continuous monitoring of global and local markets, identifying trends, opportunities, and risks relevant to clients.
Participate in the development and implementation of commercial strategies aligned with business objectives.
Contribute to the development of processes, infrastructure, and best practices within a growing platform.
Maintain the highest standards of regulatory compliance, internal controls, and risk management.
Ensure diligent follow-up on the execution of business strategies and commercial agreements established by the franchise.
Bachelor’s degree in Economics, Finance, Business Administration, Engineering, Mathematics, or a related quantitative field.
At least 5 years of experience in financial markets, preferably in institutional sales, trading, derivatives, FX, corporate banking, or investment banking.
Exceptional organizational skills, attention to detail, and follow-through, with the ability to manage multiple initiatives, clients, and processes simultaneously while maintaining high standards of quality and execution.
Willingness to travel and cultivate commercial relationships with key institutional clients across different markets and regions.
Strong knowledge of fixed income and derivatives products.
Advanced English proficiency.
AMIB Figure 3 certification preferred; CFA designation is a plus.
Commercial mindset with initiative, execution capabilities, and the ability to develop long-term relationships with institutional clients.
Excellent communication, negotiation, and teamwork skills.
Knowledge of Python or other programming tools is considered an advantage.
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Buscamos un(a) AVP Institutional Rates Sales para integrarse a una franquicia en crecimiento dentro de Banamex, con un papel fundamental en el desarrollo y fortalecimiento de nuestra relación con inversionistas institucionales.
La posición estará enfocada en la cobertura y asesoría de clientes institucionales, identificando oportunidades de negocio y ofreciendo soluciones en renta fija, derivados, FX y productos de cobertura, alineadas con sus objetivos de inversión, financiamiento y administración de riesgos.
El candidato ideal combinará sólidos conocimientos de mercados financieros, particularmente en derivados y renta fija, con una fuerte orientación comercial, capacidad analítica y habilidad para desarrollar relaciones de largo plazo con clientes institucionales.
Principales Responsabilidades
- Desarrollar y fortalecer relaciones comerciales con clientes institucionales, incluyendo Afores, fondos de inversión, aseguradoras, bancos, asset managers y otros participantes relevantes del mercado.
- Entender las estrategias, posiciones, necesidades de inversión y requerimientos de cobertura de los clientes para identificar oportunidades de negocio y proponer soluciones adecuadas.
- Originar, estructurar y ejecutar operaciones de:
- Renta fija
- Derivados de tasas de interés
- Productos cambiarios (FX)
- Estrategias de cobertura y administración de riesgos
- Mantener una comunicación constante con clientes, proporcionando análisis, perspectivas de mercado y asesoría especializada sobre tendencias económicas, tasas de interés, mercados cambiarios y oportunidades de inversión.
- Dar seguimiento puntual a los procesos de onboarding de clientes, apertura de contratos y documentación requerida para la ejecución de operaciones.
- Coordinarse estrechamente con las áreas de Trading, Riesgos, Legal, Compliance, Operaciones y otras funciones de soporte para asegurar una implementación y ejecución eficiente de las transacciones.
- Participar activamente en iniciativas de desarrollo de negocio y crecimiento de la franquicia, contribuyendo a la generación de ingresos y expansión de la presencia de Banamex en el mercado institucional.
- Monitorear continuamente los mercados locales e internacionales para identificar tendencias, oportunidades y riesgos relevantes para los clientes.
- Contribuir al fortalecimiento de procesos internos, mejores prácticas y desarrollo de infraestructura comercial dentro de una plataforma en crecimiento.
- Operar bajo los más altos estándares de control, cumplimiento regulatorio y administración de riesgos.
Requisitos:
- Inglés avanzado.
- Conocimiento profundo de derivados, renta fija y FX, combinado con la capacidad de entender las necesidades de clientes institucionales
- Licenciatura concluida en Finanzas, Economía, Actuaría, Ingeniería, Matemáticas, Administración o carreras afines.
- Excelente capacidad de comunicación, negociación y manejo de relaciones con clientes.
- Alta capacidad de organización, seguimiento y atención al detalle.
- Capacidad para trabajar en entornos dinámicos y gestionar múltiples iniciativas simultáneamente.
- Disponibilidad para viajar y desarrollar relaciones comerciales con clientes en distintas ubicaciones.
- Certificación AMIB Figura 3. (Deseable)
- CFA (Deseable)
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Institutional Sales
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Institutional Product Sales
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Full time
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Please see the requirements listed above.
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For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
