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Investment Consultant I
Petros - Fundação Petrobras de Seguridade SocialInvestment Consultant I analyzing variable income portfolios at Brazil's second largest pension fund, Petros. Involves investment strategy development and financial analysis for decision making.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment valuation and portfolio management, with advanced analytical skills in Microsoft Excel and VBA. Proficient in English and knowledgeable about the Complementary Pension Market and its regulatory framework.
Highest-signal resume keywords
Investment ValuationPortfolio ManagementAdvanced Microsoft ExcelVBA ProgrammingCFA or CGA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment ValuationPortfolio ManagementAnalytical ReportingTechnical LeadershipOperational Process Assessment
Tools & Technologies
Microsoft Office
Certifications & Qualifications
CFACGA
Industry Keywords
Complementary Pension MarketRegulatory Framework
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Provide inputs for the management of equity portfolios, identifying investment and divestment opportunities for the Proprietary Funds' assets across various sectors and exchange-listed securities;
- Prepare analytical reports, both periodic and on-demand, to monitor assets and support decision-making;
- Enhance the analysis of listed companies by participating in conferences, meetings, and events;
- Provide technical leadership in planning processes and projects, monitoring execution and assessing impacts on operational processes.
Requirements
What you’ll need- Proven experience in investment valuation and portfolio management;
- Advanced Microsoft Office skills (especially Excel and VBA);
- Advanced English;
- Valid professional certification — CFA or CGA is a plus;
- Knowledge of the Complementary Pension Market and its regulatory framework is a plus;
Benefits
Comp & perks- Not specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score