Investment Analyst (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investment Analyst (Fintech): Support the analysis, selection, and monitoring of a multi-billion portfolio focused on tech/media/design public equities and alternative assets with an accent on data-driven decision making and portfolio optimization. Focus on building performance, risk, and liquidity reports using SQL and Excel, and integrating AI tools to enhance analysis and productivity.
Location: On-site in São Paulo (3-4 days a week in Pinheiros)
Company
is a technology-driven financial services company building the future of the industry with a focus on scaling and optimizing products through a data-driven approach.
What you will do
- Analyze, select, and monitor investments in public equities (NYSE/NASDAQ) and alternative assets like derivatives and options.
- Execute tactical operations of the fund, coordinating with legal, tech, and the investment committee.
- Develop and maintain comprehensive performance, risk, and liquidity control reports.
- Leverage AI tools to sharpen investment insights and automate daily workflows.
Requirements
- Location: Availability to work on-site 3-4 days a week in Pinheiros, São Paulo.
- Proven financial-market knowledge (e.g., investment competitions, leagues, or custom-built trading tools).
- Working proficiency in SQL and advanced Excel for reporting and analysis.
- English: Upper-intermediate to advanced level required.
- Strong analytical skills and a high level of ownership (high agency).
Nice to have
- 1+ year of experience in financial markets, particularly with US public equities.
- Background in banking, brokerages, or similar financial institutions.
- Experience with Python or other advanced data tools.
- Relevant certifications (e.g., CFG, CGA, CPA-20, CEA, or CFA).
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