UNICRED

Senior Investment Portfolio Analyst, Focus on Equities, Funds and Portfolio Allocation

UNICRED

full-time

Posted on:

Location Type: Hybrid

Location: Porto Alegre • Brazil

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Job Level

Senior

About the role

  • Perform detailed analyses of existing and new financial products, assessing risks, returns, and suitability for the DTVM's clients;
  • Collaborate in the development and structuring of new financial products, aligned with the DTVM's commercial strategy and market demand;
  • Monitor the performance of offered financial products, providing adjustments and recommendations to optimize performance and competitiveness;
  • Conduct market studies to identify trends and competitor movements, proposing actions to maintain the DTVM's competitiveness;
  • Produce detailed management reports on product performance and the impact of adopted strategies for presentation to senior management;
  • Provide technical and consultative support to commercial teams, assisting with sales arguments and client engagement;
  • Identify, monitor, and propose mitigation of risks associated with financial products, ensuring compliance with applicable regulations;
  • Manage relationships with financial product providers and partners, ensuring competitive terms and strategic alignment;
  • Conduct training sessions and workshops for commercial and operational teams on new products, their characteristics, risks, and opportunities;
  • Stay up to date and ensure that financial products comply with applicable regulations and standards;
  • Propose innovations and continuous improvements in products and processes to increase efficiency, profitability, and client satisfaction;
  • Create and ensure the full functionality of investment tools that support commercial teams in closing deals.

Requirements

  • Bachelor's degree in Economics, Business Administration, Engineering, Mathematics, Statistics, or related fields (required);
  • Postgraduate degree in Finance or Capital Markets (desired);
  • Experience in the financial market (required);
  • Intermediate knowledge of CVM and ANBIMA regulation and financial instruments;
  • Intermediate proficiency in Excel and analytical tools;
  • Ability to learn quickly;
  • Strong verbal and written communication skills;
  • Proactivity and ability to work in a team;
  • Certification: CNPI (required). CGA, CEA, or CFA (advantageous);
  • Preferably based in São Paulo, Porto Alegre, or Florianópolis.
Benefits
  • Meal and grocery allowance: support for purchasing meals and groceries;
  • Home office / Hybrid allowance: monthly stipend for those working from home or in a hybrid model;
  • Childcare reimbursement (daycare / nanny): monthly reimbursement for daycare, preschool, or nanny expenses;
  • Mobility allowance: support for transportation expenses;
  • Profit Sharing (PPR): strategic compensation characterized by employee participation in Unicred's results;
  • Group life insurance: protection and financial support for added security and peace of mind;
  • Private pension plan: support to plan a more secure future, with company co-contribution;
  • Health insurance: access to medical and hospital care for you and your dependents;
  • Dental insurance: coverage for you and your dependents;
  • English Pass: digital English learning platform for personal and professional development;
  • Wellhub (Gympass): access to gyms and studios nationwide;
  • Zenklub: platform with psychologists and self-development content for you and your dependents;
  • Holiday gift basket: a seasonal gift to help you celebrate special moments;
  • Birthday day off: one day off during your birthday month to celebrate;
  • Day off for your children's birthdays: one day off during your children's birthday month to celebrate with family;
  • Extended parental leave: Maternity leave: 180 days (six months); Paternity leave: 20 days.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisrisk assessmentproduct structuringmarket analysisperformance monitoringreportingregulatory complianceinvestment toolsExcelanalytical tools
Soft Skills
communicationproactivityteamworkclient engagementtrainingconsultative supportadaptabilityproblem-solvingstrategic thinkinginnovation
Certifications
CNPICGACEACFA