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Investment Analyst II
Petros - Fundação Petrobras de Seguridade SocialInvestment Analyst II managing an active portfolio of over R$ 5 billion for Petros. Seeking candidates with strong financial analysis skills and advanced English proficiency.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment evaluation and portfolio management, with advanced analytical skills in Microsoft Excel and VBA. Proficient in preparing reports to support decision-making and knowledgeable about the Complementary Pension Market and its regulations.
Highest-signal resume keywords
Investment EvaluationPortfolio ManagementAdvanced Microsoft ExcelVBA ProgrammingCFA or CGA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment EvaluationPortfolio ManagementAnalytical ReportingAdvanced Microsoft ExcelVBA Programming
Soft Skills
Decision-MakingAnalytical Thinking
Certifications & Qualifications
CFACGA
Industry Keywords
Complementary Pension MarketRegulations
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Provide input for the management of equity portfolios by identifying investment and divestment opportunities for the Proprietary Funds' assets across sectors and listed securities;
- Prepare analytical reports, both periodic and on demand, to monitor assets and support decision-making;
- Enhance the analysis of listed companies by attending conferences, meetings and industry events;
Requirements
What you’ll need- Experience in investment evaluation and portfolio management;
- Advanced Microsoft Office skills (especially Excel and VBA);
- Advanced English proficiency;
- Valid professional certification (CFA or CGA) is a plus;
- Knowledge of the Complementary Pension Market and its regulations is a plus;
Benefits
Comp & perks- Petros is recognized as one of the best companies to work for
- Collaborative environment and work-life balance
- Certified Great Place to Work (GPTW)