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Business Analyst PL – Allocation Focus, Investment and Pension Product Offering Management
SicrediAnalista de Negócios PL focado em alocação na gerência de oferta de produtos financeiros. Transformar vidas financeiras dos associados com soluções de investimentos e previdência híbrida.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analyzing investment and pension products, coordinating product enhancements, and managing relationships with asset managers. Strong analytical skills and a commitment to continuous learning are essential for driving product performance and market competitiveness.
Highest-signal resume keywords
Investment Specialist Certification (C-PRO I)Certified Financial Planner (CFP)Product Performance AnalysisData AnalysisTeam Collaboration
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 Product AnalysisPension Product AnalysisMarket Performance AnalysisData TrackingProduct Feature Enhancement
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationCuriosityOrganizationInitiative
Certifications & Qualifications
Investment Specialist Certification (C-PRO I)Certified Financial Planner (CFP)
Industry Keywords
Investment ProductsPension ProductsAsset ManagementMarket AnalysisProduct Development
About the role
Key responsibilities & impact- Stay up to date on products and performance of the main competitors active 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 features
- Perform product performance analyses versus market peers
- Analyze data to track delivery results
- Manage 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 topics and ambition to take on new challenges
- Understanding of the value of processes and the ability to prioritize well-structured routines
- Organization, initiative and commitment
- Investment Specialist Certification (C-PRO I) or equivalent
- Certified Financial Planner (CFP)
Benefits
Comp & perks- Fixed 14th and 15th salaries
- Profit-sharing / Results participation (according to seniority)
- Health and dental plans with no co-payment
- Well-being programs through Wellhub (formerly Gympass): Nutrition, Psychology, Occupational Health, Massage, running groups and local gym access
- Food and meal allowances – flexible percentage allocation between VA/VR cards, no co-payment
- Extended maternity and paternity leave
- Childcare or nanny allowance for children up to 6 years and 11 months
- Assistance for children with disabilities, no age limit
- Life insurance
- Private pension plan contributions up to 8% of salary
- Training platform – Sicredi Aprende, with a variety of courses
- 40-hour workweek – using a time bank system
- Remote work allowance (except for positions that require 100% on-site presence)