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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in analyzing investment and pension products, coordinating product enhancements, and maintaining relationships with asset managers. Strong analytical skills and a commitment to continuous improvement in product performance are essential.

Highest-signal resume keywords

Investment Specialist Certification (C-PRO I)Certified Financial Planner (CFP)Performance AnalysisProduct CoordinationData Analysis

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

Performance AnalysisData AnalysisProduct CoordinationInvestment Product KnowledgePension Product Knowledge

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTeam CollaborationOrganizationOwnership

Certifications & Qualifications

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

Industry Keywords

Investment ProductsPension ProductsMarket AnalysisAsset ManagementBusiness Administration

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).