Senior Business Specialist, B-One Performance (Fintech)

Location: São Paulo, Brazil; full-time position

Company

hirify.global provides financial data, analytics, and workflow software to investment professionals, asset and wealth managers, corporations, and other financial institutions worldwide.

What you will do

• Act as a trusted client advisor and key contact for business, product, and operational needs involving B-One.
• Analyze and resolve complex issues involving investment portfolios, performance measurement, attribution, risk analytics, reporting, and financial data.
• Investigate calculations and workflows, perform root-cause analysis, and validate results for data accuracy and integrity.
• Execute and optimize managed-services production workflows and support implementations, client initiatives, and ongoing service delivery.
• Gather requirements, recommend tailored solutions, deliver product training and presentations, and provide best-practice guidance.
• Support software testing, quality assurance, documentation, process improvement, and data analysis using tools such as SQL and Excel.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Engineering, or a related field.
• 3+ years of professional experience in Financial Services, Asset & Wealth Management, FinTech, Capital Markets, Investment Operations, Risk Management, Performance Measurement, or a related field.
• Knowledge of capital markets, portfolio management, and financial instruments.
• Advanced Excel skills, including data analysis, modeling, reconciliation, and reporting.
• Strong analytical and problem-solving skills for investigating complex business, data, and workflow challenges.
• Ability to communicate effectively with clients and business stakeholders.
• Fluency in English, both written and verbal.

Nice to have

• Experience in Asset & Wealth Management, Investment Management, Capital Markets, Financial Technology, or related sectors.
• Experience with performance measurement, attribution, risk analytics, portfolio analytics, investment reporting, valuations, or investment operations workflows.
• Familiarity with fixed income securities, equities, derivatives, or alternative investments.
• Experience with financial software, analytics platforms, market data solutions, or data-driven solutions.
• Working knowledge of SQL, Python, VBA, or other data analysis and automation tools.
• CFA or CIPM certification.

Culture & Benefits

• Full-time employment at an S&P 500 company with a global, collaborative, and entrepreneurial culture.
• Health, life, and disability insurance; retirement savings plans; discounted employee stock purchase program; paid holidays; and family leave.
• Flexible work accommodations supporting work-life harmony.
• Career progression planning with dedicated monthly learning and development time.
• Volunteerism, sustainability initiatives, and Business Resource Groups supporting connection, growth, and belonging.