Manager overseeing financial operations related to projects at EisnerAmper, ensuring efficient fund disbursement and financial reporting. Leading a high - performing team to accomplish project goals and maintain compliance standards.
About the role
- Investment Product Analyst managing distribution processes for fixed income products at Banco Sofisa. Collaborating on product development and engaging with financial partners for optimal solutions.
Responsibilities
- Manage the full distribution process for fixed income products on the Sofisa Direto platform;
- Contribute to the prospecting, evaluation, and approval process for new issuers (bank and non-bank);
- Curate fixed income products on the mobile app and website;
- Prepare materials to support complex discussions and contribute to a structured decision-making process;
- Monitor and support revenue management for fixed income products;
- Actively participate in negotiations with partners (internal and external) to secure the best product solutions for clients;
- Participate in the creation of new products, from initial alignment and development to implementation and measurement of results;
- Contribute to improving operational process efficiency together with the operations team, with a focus on scaling the operation and reducing operational risks;
- Produce sales materials and selling arguments to support all distribution teams;
- Create and maintain manuals and procedures for the team’s routines;
- Monitor and map competitor offerings to identify product opportunities;
Requirements
- Knowledge of fixed income instruments;
- Advanced proficiency in Excel and PowerPoint;
- CPA-20 or CEA certification;
- Knowledge of investment products regulation (ANBIMA and CVM);
- Familiarity with fixed income settlement routines;
- Strong interpersonal skills;
- Enthusiasm, an ownership mindset, and a data-driven approach to work;
- Entrepreneurial profile;
- Knowledge of suitability and asset allocation processes (advantage);
- Knowledge of other investment products (funds, Tesouro Direto/government bonds, and exchange-traded assets) (advantage);
- Experience designing product workflows (advantage);
- Experience with automation processes (advantage);
- CFP or CGA certification (advantage).
Benefits
- Meal allowance (Vale Refeição);
- Food voucher (Vale Alimentação);
- Health insurance;
- Dental plan;
- Life insurance;
- Newborn allowance (Auxílio Nascimento);
- Marriage allowance (Auxílio Casamento);
- Childcare/babysitter allowance (Auxílio Creche/Babá);
- Birthday bonus (Bônus Aniversário);
- Commuter support (Apoio Pass);
- Gym membership discount (Convênio Academia);
- Transportation voucher (Vale Transporte);
- Profit-sharing (PLR);
- Annual bonus.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Assistant handling accounting transactions and supporting the Finance Director at Jacquard. Managing month - end close processes, invoicing, and financial controls.
Financial Accountant and Manager Operations supporting vehicle sales and financial processes. Collaborating with management while optimizing reporting and accounting procedures, located in Hamburg.
FP&A Analyst supporting financial operations and reporting for Akur8, a fast - growing InsurTech. Engage with SaaS KPIs, internal audits, and ESG initiatives.
Technical Investment Complaint Handler at Barclays managing customer complaints and needs. Supporting customer care team and providing effective communication and attention to detail.
DS
Director managing Finance transformation initiatives at Global Enterprise Services specializing in user - centric Finance operations and process improvements in an agile environment.
Financial Analyst responsible for financial management and reporting in Fengate’s Infrastructure projects. Engage with teams and ensure compliance while maintaining accurate financial records.
Executive Director in Revenue Cycle Management at Labcorp, focusing on financial health and operational efficiency in healthcare.
Finance Assistant managing Purchase Order processes and overseeing employee expenses at MIGSO - PCUBED, a fast - growing organization. Fostering a diverse community with extensive growth opportunities.
Financial Analyst specializing in Treasury and FP&A roles at Ambev. Involved in analysis, planning, and control of financial activities.