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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.
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
ATS Keywords
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Hard Skills & Tools
Investment ValuationPortfolio ManagementAnalytical ReportingTechnical LeadershipOperational Process Assessment
Certifications
CFACGA