Alfredo Rios

Client Service Executive, Latin America @Western Asset Management

New York, NY, US

Responsible for sales, client services, and formulating the investment management strategy and delivering advice and execution across all global fixed income asset classes. Establish trusted advisor and institutional relationships in Latin America (ex-Brazil) and select Caribbean countries. Provide a high-touch level of service to drive client asset growth and a variety of financial related issues such as asset allocation, risk management, and portfolio modeling. Develop and execute sales strategies targeting a broad range of clients, including central banks and other governmental agencies, corporations, and pension funds. Innovate by creating tailored hybrid investment solutions, from money market instruments to bespoke separately managed accounts, to meet the unique needs of each client. Coordinate cross-functionally to win and onboard new business, including legal, compliance, risk management, portfolio administration, management, and senior leadership. International speaker, specifically select Latin American industry events, on relevant financial topics. Advocate for the organization and product offerings. Act as the internal and external technical expert regarding investments, products, and platforms. Stay up to date on knowledge of regulatory frameworks, products and local business practices of Latin America’s extremely varied marketplaces.

University of Pennsylvania

Bachelor of Arts (B.A.)

Brandeis University International Business School

Master of Science (M. Sc.), Finance