Senior Treasury and Funding Analyst
BMG
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • Brazil
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Job Level
About the role
- Work within the Investment Advisory team, responsible for guiding end clients in wealth management.
- Prepare investment portfolios aligned with clients' profiles and objectives.
- Manage relationships with individual investors, developing a solution-oriented, highly consultative approach; provide financial advisory services and sustainably market investment products to build and maintain strong relationships with end investors.
- Monitor market trends, staying informed about current economic developments and relevant events.
- Maintain a clear understanding of the client segment, activities, and industry trends to optimize and maximize revenue generation and client coverage.
- Convey market intelligence and relevant regulatory, legal, and tax knowledge.
- Knowledge of investments (equities, public and private fixed income, investment funds, among others).
Requirements
- Commercial profile with strong verbal and written communication skills
- High level of drive and discipline
- Initiative and results-oriented focus
- Completed university degree
- ANBIMA CEA certification
- CFP (Planejar) certification preferred
Benefits
- Health plan with no monthly fee + Telemedicine
- Dental plan with no monthly fee
- Meal and food allowance
- Life insurance
- Funeral assistance
- Private pension plan
- Competitive annual variable compensation (bonus)
- PPR — Results Participation Program
- Único Skill (free education benefit)
- Bicycle parking and locker rooms
- Childcare assistance
- Internet allowance
- Wellness programs
- On-site clinic
- Pregnancy support program
- Extended maternity and paternity leave
- Copay exemption for pregnant employees and babies up to 1 year old
- Personalized baby kit
- Dr. BMG — Telepsychology + Telemedicine + Nutritionist + Nurse and Physical Education professional, extended to dependents
- PAP — Financial, legal and psychological advisory program
- Gympass/Wellhub — Discounts on gyms
- Pharmacy discount program
- Fresh fruit every day
- Birthday day off
- Flexible dress code
- Hybrid work model
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment portfolioswealth managementfinancial advisory servicesmarket trendsequitiesfixed incomeinvestment funds
Soft skills
verbal communicationwritten communicationinitiativeresults-orientedconsultative approachrelationship management
Certifications
ANBIMA CEACFP