Caixa Vida e Previdência

Data Scientist

• Lead and build a team of data scientists, providing specialized technical guidance
• Coordinate projects with business areas to create solutions that meet their needs
• Design, develop, test, and implement models and algorithms to drive analytical solutions across the organization
• Oversee the model lifecycle, including development, deployment, and maintenance
• Communicate analysis results to technical partners and executives
• Coordinate with other data teams to deliver solutions

Data Science & AI Coordinator

Analyst

• Support the preparation of the annual control testing schedule;
• Evaluate internal controls using test plans and formally communicate identified deficiencies to owners to define mitigating action plans;
• Assist in executing internal control activities through the GRC system;
• Support business areas in capturing mitigating action plans;
• Monitor action plans or corrective measures aimed at remediating internal control deficiencies;
• Prepare various internal controls reports to meet requests from executive management and client areas;
• Support compliance with SUSEP regulatory requirements, including the annual preparation of the risk questionnaire, the annual internal controls report, and the effectiveness assessment of controls intended for the prevention and combating of money laundering (AML);
• Prepare regulatory and routine reports for the area (local and shareholder reporting);
• Update Policies, Regulatory Manuals, or Procedures;
• Lead low- to medium-complexity projects or studies.

Internal Controls Analyst

• Lead IT observability projects;
• Responsible for administration of IT observability tools;
• Develop and maintain solutions to monitor services, systems, infrastructure and products;
• Create dashboards to monitor operations and environment metrics;
• Implement scripts and tools for task automation, data collection and analysis;
• Perform statistical analyses related to IT monitoring to support decision-making.

Senior Infrastructure Analyst – Monitoring and Observability

Product Manager

• Gerenciar e evoluir ferramentas de marketing digital, CRM, Analytics e automação.
• Mapear, documentar e acompanhar jornadas digitais e campanhas omnichannel.
• Elaborar especificações funcionais para integrações, eventos de mensuração e novas funcionalidades.
• Garantir a correta implementação de tagueamento, monitoramento e coleta de dados em canais digitais.
• Atuar junto às áreas de tecnologia, dados e fornecedores para implementação de soluções Martech.
• Monitorar indicadores de performance das jornadas e campanhas, propondo otimizações baseadas em dados.
• Apoiar iniciativas de personalização, segmentação e automação de marketing.
• Levantar requisitos de negócio junto aos stakeholders.
• Traduzir necessidades de negócio em histórias de usuário, épicos e requisitos funcionais.
• Construir e gerenciar backlog de demandas.
• Priorizar iniciativas considerando impacto, valor para o negócio e capacidade técnica.
• Conduzir cerimônias ágeis (refinamento, planejamento, validação e acompanhamento de entregas).
• Acompanhar o desenvolvimento das soluções junto aos times de tecnologia.
• Realizar homologações e validações funcionais antes das implantações.
• Garantir alinhamento entre objetivos estratégicos e entregas do produto.

Analista de Negócios Digitais Pl – Product Owner

Financial Planning and Analysis

• 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).

Investment Analyst (Mid-level)

• 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

Investment Analyst, Junior

• Act as the technical and functional product reference within the Life and Credit Product Development management, especially for Life Insurance with Surrender Value, supporting internal areas and leadership in decision-making;
• Lead and ensure the implementation of product rules in development, maintenance, redesign or launch processes, ensuring compliance with current legislation (CNSP, SUSEP, civil and consumer law);
• Provide consultative and strategic interface with internal clients (CVP, Caixa Seguridade and corporate areas), clarifying technical questions about products, contractual clauses, surrender structures, taxation, provisions, eligibility and business rules;
• Lead and validate system homologations (system testing), evaluating technical specifications, complex surrender scenarios, portability, cancellations and system behavior, ensuring regulatory and operational compliance;
• Independently prepare, review and validate General, Special and Particular Conditions, proposals and contractual documents, ensuring clarity for the client and full compliance with SUSEP regulations and other applicable legislation;
• Develop, review and maintain policy, rules and procedure manuals, promoting standardization, governance and efficiency in product, underwriting and operations processes;
• Conduct in-depth studies of new products, including market benchmarking, profitability analysis, technical and system feasibility, surrender structure, portfolio experience and analysis of results submitted to SUSEP;
• Produce executive materials and strategic presentations for committees, board of directors, shareholders and governance bodies, supporting decisions on product launch, continuation or termination;
• Prepare and validate complete functional product specifications, defining detailed business rules to guide technology teams in maintenance, enhancements and new implementations;
• Play a lead role in communications briefings with marketing, training and commercial channels, ensuring correct technical translation for external and internal materials;
• Continuously monitor product lifecycle, analyzing performance, operational feedback, regulatory risks and improvement opportunities;
• Lead and record alignment minutes and multidisciplinary forums, acting as the focal point between product, technology, commercial, legal and operations.

Product Analyst

Operations

• Analyze and monitor financial transactions, identifying suspicious behavior related to money laundering.
• Assess and map risks, proposing improvements to anti-money laundering and counter-terrorist financing processes.
• Ensure compliance with legal and regulatory obligations, including submitting information to the appropriate authorities.
• Manage and optimize transaction monitoring systems to detect suspicious patterns.
• Provide support and guidance on anti-money laundering (AML) and counter-financing of terrorism (CFT) measures.

Junior Operations Analyst – External Fraud Prevention

Underwriter

• Serve as the strategic reference for Life Insurance and Pension underwriting, supporting business, operations, sales and leadership in decision-making related to risk acceptance and portfolio governance.
• Identify opportunities for innovation, digital transformation and underwriting process optimization, proposing solutions that increase operational efficiency, improve the customer experience, and enhance accuracy and speed in risk evaluation.
• Lead studies and tests of new underwriting approaches, including the use of data, analytics, artificial intelligence, predictive models and alternative information sources to improve decision-making and business flow.
• Actively participate in the company’s strategic and transformation projects, contributing technical insight and innovative proposals focused on sustainability, profitability and competitive advantage.
• Perform technical analysis and underwriting of medium- and high-complexity risks, evaluating eligibility criteria in compliance with internal policies and applicable regulations.
• Conduct technical studies to define, review and improve underwriting rules, policies and manuals, ensuring a balance between commercial competitiveness, profitability and risk control.
• Provide consultative support to internal areas, clarifying questions related to underwriting criteria, products, coverages, contractual clauses, special risks and regulatory aspects.
• Prepare technical opinions and recommendations for complex cases, supporting governance forums, committees and decision-making bodies.
• Lead and validate system implementations related to underwriting processes, evaluating business rules, parameter settings, operational flows and regulatory compliance.
• Monitor underwriting and portfolio quality metrics, identifying trends, risk deviations, improvement opportunities and proposing corrective or preventive actions.
• Conduct market studies, benchmarking and evaluations of new underwriting practices to achieve efficiency gains, automation and improved experience for internal and external customers.
• Draft and review normative documents, manuals, operational procedures and training materials related to Life and Pension underwriting.
• Act as the focal point interfacing with Product, Actuarial, Sales, Legal, Compliance, Technology, Operations and business partners, ensuring technical and regulatory alignment.
• Produce executive presentations, management reports and technical materials to support leadership, committees and governance bodies.
• Monitor regulatory changes and insurance market trends, assessing impacts on underwriting policies, processes and company products.

Senior Underwriting Analyst

Pricing Analyst

• Conduct analyses, research, and monitoring of commercial indicators;
• Develop and maintain dashboards, reports, and interactive visualizations to provide visibility and predictability of sales processes, cancellations, retention, and other commercial process data;
• Identify patterns, trends, and business opportunities from data to support the company’s strategic decision-making;
• Work in partnership with business areas to understand requirements, formulate hypotheses, and deliver customized analytical solutions;
• Automate processes for data collection, cleaning, and analysis to increase the efficiency and reliability of analytical routines;
• Create and present sales reports to the commercial team and company executives, providing valuable insights and driving tactical actions;
• Design and execute incentive strategies and sales promotion programs, working in synergy with the team to maximize performance and commercial efficiency;
• Prepare and support the team in creating lists of commercial initiatives and actions to generate inputs relevant to driving results;
• Lead tactical and strategic projects for the commercial superintendency, implementing initiatives to improve performance and increase commercial efficiency;
• Create dashboards to monitor campaigns/commercial actions, and to study and track commercial KPIs;
• Act as back-office support for commercial managers and consultants, facilitating operational and administrative processes;
• Contribute with leadership to the development of the team and to the area’s analyses and projects.

Senior Commercial Planning Analyst – PWD

• Execute and monitor daily insurance operational processes (Life, Pension or Credit Life)
• Verify, organize and file regulatory documents, policies, applications and endorsements.
• Provide first-level support to the network and clients, answering basic questions about day-to-day operational processes.
• Populate control spreadsheets and update system data so the team can monitor the area's KPIs.
• Assist senior and mid-level analysts with administrative tasks and tracking internal deadlines.
• Participate in basic testing of new systems or tools, validating that core functions operate correctly.

Junior Operations Analyst – Issuance and Billing

AI Engineer

• Design, build, and operate production AI solutions with a focus on LLMs, RAG, agents, and integration with corporate systems
• Develop AI solutions integrated with corporate systems
• Build pipelines using LLMs, RAG, and AI agents
• Implement APIs, microservices, and distributed architectures
• Design scalable and resilient solutions
• Integrate AI with databases and legacy systems
• Monitor performance, cost, and quality of production solutions
• Ensure governance, security, and engineering best practices

Risk

• Strategic Risk Management: Responsible for leading the identification, assessment, monitoring and reporting of the company's strategic risks, ensuring alignment with corporate objectives and strategic planning. Will monitor strategic projects, assessing risks, impacts, dependencies and mitigation plans, and prepare indicators and executive materials to support senior management and governance forums in decision-making.
• Sustainability Risk Management (ESG): Responsible for identifying, assessing and monitoring ESG (Environmental, Social and Governance) risks, supporting the development of the company's sustainability risk management agenda together with the Sustainability area. Responsible for developing analyses, indicators and management reports, and promoting the integration of ESG risks into the corporate risk management framework.
• Monitor identified fraud cases and support understanding with the responsible areas, identifying mitigation actions;
• Support the process of identifying, mapping and assessing operational risks together with the business areas, preparing the company's operational risk matrix, with special focus on Cyber, Outsourcing, IT, Sustainability and Business Continuity risks;
• Manage the company's Operational Loss Database (BDPO), supporting first-line areas in recording losses, addressing questions and explaining concepts;
• Support the identification of emerging risks together with first-line area owners;
• Promote and conduct awareness and training activities on the area's topics;
• Prepare management and executive reports, including materials for risk committees, providing critical analysis of key indicators, risk exposures and mitigation actions.

Senior Operational Risk Analyst

Sales

• Design and implement technical solutions using Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, Contact Builder)
• Develop customizations using AMPscript, SQL, and HTML/CSS
• Create, maintain, and optimize automated campaigns, customer journeys, and advanced segmentations
• Work on data integrations with other Salesforce clouds (Sales Cloud and Service Cloud) and external systems via REST/SOAP APIs
• Ensure campaign performance, deliverability, traceability, and governance
• Support business areas with technical guidance, best practices, and continuous platform improvements

Salesforce Analyst – Marketing Cloud

Marketing

• Support and organize content calendars for social media (monthly and biweekly);
• Monitor social media metrics and interactions daily;
• Assist in the capture and management of audiovisual content, including scripts and setups for influencer videos;
• Help prepare corporate materials, such as presentations, reports, and benchmark studies;
• Manage and formalize internal briefs and the team's workflow of requests;
• Assist in reviewing and validating scripts, copy, and captions submitted by agencies.