Grupo PRIMO

Junior Investment Analyst

Grupo PRIMO

full-time

Posted on:

Location Type: Hybrid

Location: BarueriBrazil

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Tech Stack

About the role

  • Support the analysis team in evaluating investment products, such as funds, ETFs, fixed income and others.
  • Collect, process and organize market data in spreadsheets, dashboards and reports.
  • Assist in maintaining and updating models, databases and internal tools.
  • Contribute to the preparation of reports, presentations, studies and support materials.
  • Support the creation of content for YouTube, social media and reports, including research, scripts, charts, tables and market insights.
  • Monitor news, economic indicators and other relevant financial market information.
  • Collaborate with the team to improve processes, implement automations and increase day-to-day efficiency.

Requirements

  • Bachelor's degree (in progress or completed) in Business Administration, Economics, Engineering, Accounting or related fields.
  • Strong quantitative foundation, comfortable with numbers and logical reasoning.
  • Intermediate to advanced Excel (data organization, formulas and charts), with willingness to progress.
  • Intermediate/advanced English, with the ability to read and understand technical materials.
  • Genuine interest in financial markets, investments and financial education.
  • Organized, detail-oriented, responsible and collaborative profile with a hands-on attitude.
  • Real desire to learn, grow as an analyst and work in a dynamic, results-oriented environment.
  • Availability to work on-site at least 3 times per week.
  • Programming knowledge (Python is a strong plus; R, VBA or similar also count).
  • Experience with Power BI or other BI and data visualization tools.
  • Previous experience (internship or employment) in research, asset management firms, banks, brokerages, financial consultancies or related areas.
  • Interest or experience with large datasets and the automation of analytical routines.
  • Experience producing finance-related content (articles, newsletters, videos, scripts, posts).
  • CNPI (Brazilian National Analyst Certification) completed or in progress will be considered a strong plus.
  • If not already certified, availability and interest in obtaining the certification after joining is required; the company will sponsor it.
  • Other financial market certifications (CPA-20, CEA, CFP® or equivalents) will be considered a plus.
Benefits
  • Semi-annual variable bonus.
  • Meal and grocery vouchers available via iFood flexible card.
  • SulAmérica health insurance.
  • SulAmérica dental insurance.
  • Total Pass.
  • Life insurance.
  • Transportation allowance.
  • Childcare assistance.
  • Access to Grupo Primo platforms.
Applicant Tracking System Keywords

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

Hard Skills & Tools
ExcelPythonRVBAPower BIdata organizationdata visualizationfinancial analysisquantitative analysisautomation
Soft Skills
detail-orientedcollaborativeorganizedresponsiblehands-on attitudestrong quantitative foundationlogical reasoningdesire to learnresults-orientedcommunication
Certifications
CNPICPA-20CEACFP