Investment Analyst, Junior

Caixa Vida e Previdência

Analista de Investimentos Jr na Caixa Vida e Previdência, responsável pela atualização e manutenção de fundos de investimento. Envolvimento em análises de mercado e suporte de investimentos.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in analyzing pension investment funds and financial markets, with strong skills in financial mathematics and data interpretation. Proficient in Excel and Microsoft Office for effective reporting and analysis.

Highest-signal resume keywords

Pension Investment Funds AnalysisFinancial Mathematics KnowledgeExcel ProficiencyFinancial Market UnderstandingOrganizational Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial AnalysisData InterpretationPortfolio ReportingInvestment Fund Performance MonitoringMacroeconomic PrinciplesMicroeconomic PrinciplesAutomated Spreadsheet DevelopmentFinancial Instruments KnowledgeRegulatory CompliancePresentation Material Update

Soft Skills

Relationship BuildingOrganizational SkillsDeadline Management

Tools & Technologies

Microsoft Office SuiteExcel

Industry Keywords

Pension MarketInvestment FundsEquitiesBondsETFsDerivativesFinancial MarketsBusiness AdministrationEconomicsAccounting

About the role

Key responsibilities & impact

Update presentation materials for Caixa Vida e Previdência (CVP) pension investment funds
Send fund portfolio reports
Monitor investment fund performance
Maintain a portal with up-to-date fund information (presentation materials, regulations and other fund documentation)
Prepare and report fund portfolios at the asset level
Provide support for analysis of new funds and for the pension market in general

Requirements

What you’ll need

Undergraduate degree completed or in progress in Business Administration, Economics, Engineering, Accounting or related fields
Ability to build and maintain trusting relationships with clients, colleagues, supervisors and other stakeholders
Basic 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.
Basic understanding of macroeconomic and microeconomic principles and their influence on financial markets, with the ability to analyze and interpret financial and market data
Ability to analyze the pension investment funds market
Knowledge of financial mathematics
Strong organizational skills and ability to meet deadlines
Excel: ability to build and maintain organized, automated spreadsheets using formulas such as VLOOKUP, HLOOKUP, XLOOKUP, SUMIF and others
Proficiency with Microsoft Office suite for conducting studies and analyses in the area

Benefits

Comp & perks

Profit-sharing (PLR)
Flexible working hours
Meal and food vouchers
Wellhub
Transportation voucher
Health insurance
Dental insurance
Pharmacy assistance
Childcare and nanny assistance
Life insurance
Travel insurance
Retirement/pension plan
Maternity kit
Maternity leave
Paternity leave