Caixa Vida e Previdência

Junior Investment Analyst – PWD

Caixa Vida e Previdência

full-time

Posted on:

Location Type: Hybrid

Location: São Paulo • Brazil

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Job Level

Junior

Tech Stack

PythonVBA

About the role

  • Daily processing of fund subscriptions and redemptions, maintaining constant communication with the custodian and asset manager;
  • Registration of new funds with the custodian;
  • Updating various records and registries;
  • Management of powers of attorney;
  • Responding to requests from internal departments;
  • Signing off on daily transactions;
  • Sending documents to attorneys-in-fact for signature;
  • Sending company cash statements (biweekly and monthly closings);
  • Controlling and executing the department's payments;
  • Control of CETIP/Selic statements;

Requirements

  • Basic understanding of how financial markets operate and the characteristics of different financial instruments, such as stocks, public and private bonds, investment funds, ETFs, derivatives, etc.
  • Basic knowledge of financial mathematics.
  • Basic understanding of macroeconomic and microeconomic principles and their influence on financial markets.
  • Ability to organize work to meet deadlines and to manage document submissions, including collecting signatures.
  • Excel: ability to build and maintain spreadsheets in an organized and automated way, using formulas such as VLOOKUP, HLOOKUP, XLOOKUP, SUMIF and others.
  • Knowledge of Power BI.
  • VBA, Python and/or other programming languages will be considered a differential.
  • Proficiency in Microsoft Office to perform the team’s studies and analyses.
  • Certifications such as CPA-20 or other investment-related certifications demonstrate specialization.
Benefits
  • Profit sharing
  • Flexible working hours
  • Meal and food vouchers
  • Wellhub
  • Commuting allowance
  • Health insurance
  • Dental insurance
  • Pharmacy assistance
  • Childcare and nanny assistance
  • Life insurance
  • Travel insurance
  • Retirement plan
  • Maternity kit
  • Maternity leave
  • Paternity leave
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial mathematicsExcelVBAPythonPower BIfinancial instrumentsinvestment fundsETFsderivativesmacroeconomic principles
Soft Skills
organizational skillsdeadline managementcommunication
Certifications
CPA-20