About the role
- Build and maintain financial models (cash flow, P&L, and performance projections).
- Analyze credit portfolios to identify trends, risks, and opportunities.
- Evaluate portfolio health: which groups generate profit, which segments lose money, and why.
- Create dashboards and key indicators that reflect the company’s financial performance.
- Research the performance of comparable companies and the overall statistics of the Brazilian credit market.
- Support leadership with reports and insights on asset profitability and funding needs.
- Collaborate cross-functionally with data, risk, and finance teams to ensure financial accuracy and transparency.
- Project and model the company’s cash flow, creating a clear view of liquidity and key financial health indicators.
Requirements
- Strong background in financial modeling (Excel / Google Sheets).
- Understanding of credit portfolio analysis (preferably in financial institutions or lending environments).
- Knowledge of SQL for data extraction and validation.
- Self-directed, analytical, and curious — someone who questions, investigates, and wants to understand the “why” behind the numbers.
- Experience or internship in investment banking, corporate finance, research, or private equity is a strong plus.
- Familiarity with Python for automation or data analysis.
- Passion for investments, financial health, and business performance metrics.
- Advanced English.
- Health insurance
- Remote work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingcredit portfolio analysisSQLPythondata analysiscash flow projectionperformance projectionsExcelGoogle Sheetsdashboard creation
Soft skills
analyticalself-directedcuriouscollaborativeinvestigativecommunicationproblem-solvingattention to detailcritical thinkingadaptability