Investment Analyst (Mid-level)

Caixa Vida e Previdência

Financial Analyst at Caixa Vida e Previdência managing financial results and regulatory reporting. Collaborating with internal and external auditors while maintaining stakeholder relationships.

Posted 7/17/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial accounting under IFRS standards, including IFRS 4, IFRS 9, and IFRS 17, with strong analytical skills for financial data interpretation and reporting. Capable of managing relationships with stakeholders and ensuring compliance with regulatory requirements while maintaining organized financial records.

Highest-signal resume keywords

IFRS 4IFRS 9IFRS 17Financial MathematicsInvestment Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisExpected Credit Loss CalculationMonth-End CloseReconciliationsInvestment Valuation

Soft Skills

Relationship ManagementOrganizational SkillsDeadline Management

Tools & Technologies

ExcelAutomated Spreadsheets

Industry Keywords

Financial MarketsInvestment PortfolioRegulatory InformationInsurance MarketPension Market

About the role

Key responsibilities & impact

Monthly accounting close of the financial result, under both IFRS 4 and IFRS 17;
Financial statements and explanatory notes related to the investment portfolio;
Submission of regulatory information (e.g., FIP SUSEP);
Analysis and reporting of the expected credit losses (ECL) calculation;
Support for internal and external audits;
Reporting data to shareholders, regulators and committees;
Liaison with the insurer's portfolio custodian;
Relationship management with shareholders (local and foreign);
Assessment and monitoring of the company’s asset business model (IFRS 9).

Requirements

What you’ll need

Bachelor's degree in Business Administration, Economics, Engineering, Accounting or related fields.
Ability to build and maintain trusted relationships with clients, colleagues, managers and other stakeholders.
Understanding of how financial markets operate and the characteristics of different financial instruments such as equities, government and corporate bonds, investment funds, ETFs, derivatives, etc.
Understanding of macroeconomic and microeconomic principles and their influence on financial markets, with the ability to analyze and interpret financial and market data.
Knowledge of the insurance and pension market and concepts of liquidity, solvency and reserves.
Strong command of financial mathematics and valuation concepts related to investments.
Knowledge of investment accounting and related standards (IFRS 9 and IFRS 17).
Ability to organize work and meet deadlines under pressure.
Experience with month-end close, reconciliations, explanatory notes and supporting external audits.
Excel: ability to build and maintain organized, automated spreadsheets using formulas such as VLOOKUP, HLOOKUP, XLOOKUP, SUMIF and others.
English at intermediate level or higher.

Benefits

Comp & perks

Profit Sharing
Flexible working hours
Meal and Food Allowance
Wellhub
Transportation allowance
Health insurance
Dental plan
Pharmacy assistance
Childcare and nanny assistance
Life insurance
Travel insurance
Pension plan
Maternity kit
Maternity leave
Paternity leave