KEY RESPONSIBILITIES

• Manage and grow an assigned book of institutional clients, serving as their primary point of contact for trade execution, market color, and investment ideas.

• Execute buy and sell orders on behalf of institutional clients across fixed income, money market, equity, and FX instruments, in strict adherence to best-execution practices.

• Proactively identify and pursue new institutional relationships to expand assets under custody/administration and trading volumes.

• Monitor domestic and international markets (Banxico policy, rates, FX, macroeconomic indicators) to generate timely, relevant trade ideas for clients.

• Coordinate with Mesa de Dinero, research/analysis, operations, and settlement teams to ensure accurate, timely trade booking and confirmation.

• Maintain accurate records of client interactions, trade rationale, and portfolio positioning in accordance with Altor's internal policies and CNBV/AMIB requirements.

• Ensure full compliance with LMV, CUCB, AMIB self-regulatory rules, and Altor's internal PLD/FT, Know-Your-Client, and suitability policies for every transaction.

• Support pricing, risk assessment, and P&L; tracking for the assigned book in coordination with Risk Management and Middle Office.

• Prepare periodic portfolio and activity reports for clients and for internal management review.

• Represent Altor professionally in client meetings, market events, and industry forums to strengthen institutional relationships and the firm's market presence.

QUALIFICATIONS & EXPERIENCE

• Bachelor's degree in Finance, Economics, Business Administration,



Actuarial Science, or a related field.

• Minimum 5 years of experience in institutional sales and/or trading within a casa de bolsa, banco, or asset management firm, with a demonstrated, transferable book of institutional clients.

• Proven track record of client retention and revenue/volume growth in a sales-trading capacity.

• Strong working knowledge of Mexican fixed income and money market instruments (CETES, Bondes, Udibonos, papel bancario/corporativo, reportos) and general familiarity with equities, FX, and derivatives.

• Current, valid AMIB certification(s) required for the role (e.g., Operador / Promotor de Mesa de Dinero); willingness to maintain ongoing regulatory certifications.

• Solid understanding of the Mexican regulatory framework: LMV, CUCB, AMIB self-regulatory provisions, and PLD/FT (anti-money laundering) obligations applicable to broker-dealers.

SKILLS & COMPETENCIES

• Excellent negotiation, relationship-management, and client-facing communication skills.

• Strong quantitative and analytical skills; comfort working under time pressure in a fast-moving market environment.

• High personal integrity and sound judgment; strict adherence to compliance, suitability, and best-execution standards.

• Proficiency with trading/execution platforms, Bloomberg/Reuters terminals, and MS Excel.

• Bilingual: fluent Spanish and professional-level English (written and spoken), given exposure to international counterparties.

• Resilience, self-motivation, and a results-oriented approach to business development.

Existing Client List a Plus

📌 Institutional Sales Trader (México)
🏢 Altor Casa de Bolsa
📍 México