21h ago
Analista Júnior de Portfolio Solutions
São Paulo, SP
✨ $55k-$75k / yearest.
full-timejuniorfinance
💼 About This Role
You'll support the monthly allocation cycle and refine intelligence inputs for tools like Expert Allocation. Your work connects business, AI, data science, and CRM to enhance client portfolio quality. This role is at the center of allocation governance and stakeholder collaboration.
🎯 What You'll Do
- Operationalize monthly allocation strategies for advisory channels.
- Refine intelligence inputs for area tools and dashboards.
- Ensure governance and adherence to allocation mandates.
- Engage with multiple stakeholders to build trust and alignment.
📋 Requirements
- Ambitious mindset with a drive to build impactful solutions.
- Proactive and high-energy profile with proven initiative.
- Curiosity about investments, business, and technology.
- Entrepreneurial attitude with a sense of ownership.
✨ Nice to Have
- Background in Administration, Economics, Engineering, or Technology.
- Experience with data, automation, or technology tools.
- Prior consulting or business analyst experience.
🎁 Benefits & Perks
- 🏥 Health and dental insurance
- 🏋️ Wellhub (Gympass) and Zenklub mental health support
- 🍱 iFood vouchers and flexible meal allowance
- 👶 Parental leave: 6 months maternity, 20 days paternity
- 💳 XP Visa Infinite card with no annual fee
📨 Hiring Process
Estimated timeline: 4-6 weeks
- 1Initial screening· 1 week
- 2General tests (cultural & logic)· 1 hour
- 3Video interview· 30 min
- 4Recruitment team interview· 1 hour
- 5Leadership interview· 1 hour
- 6Peer interview· 1 hour
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