Mid-level Business Analyst – Allocation, Investment and Pension Offering Management

Sicredi

Analista de Negócios PL atuando na Gerência de Oferta de Investimentos e Previdência do Sicredi. Foco em ajudar associados a construir um portfólio simples e completo.

Posted 6/29/2026full-timePorto Alegre • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Stay up to date on products and performance of the main competitors operating in the distribution of investment and pension products;
Analyze, propose solutions and lead initiatives related to the evolution of the investment and pension product lineup;
Coordinate with the product team regarding improvements and enhancements to investment and pension product functionalities;
Perform performance analyses of products versus market peers;
Analyze data to monitor delivery results;
Maintain relationships with partner asset managers;

Requirements

What you’ll need

Bachelor's degree in Economics, Business Administration, Accounting, or related fields;
Ability to work in a team and strong verbal and written communication skills;
Curiosity to learn new things and ambition to take on new challenges;
Understanding of the value of processes and prioritizing well-constructed routines;
Organization, ownership, and commitment;
Investment Specialist Certification (C-PRO I) or equivalent;
Certified Financial Planner (CFP);

Benefits

Comp & perks

Fixed 14th and 15th salaries
Profit sharing (based on seniority)
Health and dental plans with no co-payment
Well-being programs with Wellhub (formerly Gympass), nutrition, psychology, occupational health, massage, running groups, and local gym access;
Meal and food vouchers – flexible percentage allocation between meal and food cards, no co-payment;
Extended maternity and paternity leave;
Childcare or nanny allowance for children up to 6 years and 11 months;
Support for children with disabilities, no age limit;
Life insurance;
Private pension plan up to 8% of salary;
Training platform – Sicredi Aprende, offering a variety of courses;
40-hour workweek – using a time bank system;
Remote work allowance (except for positions that are 100% on-site).

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Performance AnalysisData AnalysisProduct CoordinationInvestment Product KnowledgePension Product Knowledge

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTeam CollaborationOrganizationOwnership

Certifications

Investment Specialist Certification (C-PRO I)Certified Financial Planner (CFP)