Junior Investment Products Analyst

Banco Sofisa S/A

full-time

Posted on:

Location Type: Hybrid

Location: São Paulo • Brazil

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Job Level

Junior

About the role

  • Manage the full distribution process for fixed income products on the Sofisa Direto platform;
  • Contribute to the prospecting, evaluation, and approval process for new issuers (bank and non-bank);
  • Curate fixed income products on the mobile app and website;
  • Prepare materials to support complex discussions and contribute to a structured decision-making process;
  • Monitor and support revenue management for fixed income products;
  • Actively participate in negotiations with partners (internal and external) to secure the best product solutions for clients;
  • Participate in the creation of new products, from initial alignment and development to implementation and measurement of results;
  • Contribute to improving operational process efficiency together with the operations team, with a focus on scaling the operation and reducing operational risks;
  • Produce sales materials and selling arguments to support all distribution teams;
  • Create and maintain manuals and procedures for the team’s routines;
  • Monitor and map competitor offerings to identify product opportunities;

Requirements

  • Knowledge of fixed income instruments;
  • Advanced proficiency in Excel and PowerPoint;
  • CPA-20 or CEA certification;
  • Knowledge of investment products regulation (ANBIMA and CVM);
  • Familiarity with fixed income settlement routines;
  • Strong interpersonal skills;
  • Enthusiasm, an ownership mindset, and a data-driven approach to work;
  • Entrepreneurial profile;
  • Knowledge of suitability and asset allocation processes (advantage);
  • Knowledge of other investment products (funds, Tesouro Direto/government bonds, and exchange-traded assets) (advantage);
  • Experience designing product workflows (advantage);
  • Experience with automation processes (advantage);
  • CFP or CGA certification (advantage).
Benefits
  • Meal allowance (Vale Refeição);
  • Food voucher (Vale Alimentação);
  • Health insurance;
  • Dental plan;
  • Life insurance;
  • Newborn allowance (Auxílio Nascimento);
  • Marriage allowance (Auxílio Casamento);
  • Childcare/babysitter allowance (Auxílio Creche/Babá);
  • Birthday bonus (Bônus Aniversário);
  • Commuter support (Apoio Pass);
  • Gym membership discount (Convênio Academia);
  • Transportation voucher (Vale Transporte);
  • Profit-sharing (PLR);
  • Annual bonus.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fixed income instrumentsExcelPowerPointinvestment products regulationfixed income settlement routinessuitability processesasset allocation processesproduct workflowsautomation processes
Soft Skills
interpersonal skillsownership mindsetdata-driven approachentrepreneurial profile
Certifications
CPA-20CEACFPCGA