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