Senior Investment Products Analyst – Equities

Banco Sofisa S/A

. Own the Equities product portfolio, serving as the primary point of contact between internal teams, partners, vendors, and PNP .

Posted 11/6/2026full-timeSão Paulo • BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong knowledge of Equities products and capital markets regulations, with the ability to translate business needs into actionable requirements. Proficient in enhancing customer journeys and operational processes through data-driven insights and stakeholder collaboration.

Highest-signal resume keywords

Equities Product ManagementCapital Markets RegulationsCustomer Journey MappingArtificial Intelligence ApplicationsStakeholder Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment Products KnowledgeRisk Management ProcessesDigital Product ManagementProcess MappingData Analysis

Soft Skills

Interpersonal SkillsAnalytical ThinkingOwnershipInitiative

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointAutomation Tools

Certifications & Qualifications

PQO CertificationCPA-20CEACFP®

Industry Keywords

Equities Trading DeskB3 TradingAccount-Opening SystemsPost-Trade ProcessesDigital Transformation

About the role

Key responsibilities & impact

Own the Equities product portfolio, serving as the primary point of contact between internal teams, partners, vendors, and PNP
Curate the product offering, ensuring competitiveness, regulatory compliance, and alignment with investors’ needs
Identify opportunities to improve the customer journey and propose enhancements to products, features, and processes
Map, detail, and prioritize business requirements, translating demands for technology teams and partners
Contribute to roadmap development by monitoring metrics, market trends, and innovation opportunities
Ensure the support and evolution of operational processes, promoting efficiency, scalability, and continuous improvement
Enhance onboarding and account-opening journeys
Ensure compliance with governance guidelines, internal controls, and regulatory requirements
Prepare and maintain up-to-date policies, workflows, and operating procedures
Monitor incidents, SLAs, and quality metrics, conducting root-cause analyses and implementing improvements
Identify applications of artificial intelligence and automation to optimize processes, support analysis, increase efficiency, and enhance the investor experience
Identify opportunities to increase product adoption, attract investors, and drive sustainable growth
Assess opportunities to expand the offering and develop new revenue streams related to Equities products
Develop initiatives to disseminate product knowledge among distribution, customer service, and relationship management teams
Work with commercial, marketing, and other stakeholders to strengthen the positioning and performance of the offering
Lead cross-functional initiatives, coordinating internal and external stakeholders to ensure delivery aligned with strategic objectives

Requirements

What you’ll need

Strong knowledge of investment products, with a focus on Equities
Knowledge of capital markets regulations and operations
Experience managing, supporting, and evolving investment products, preferably digital products
Knowledge of B3 trading, account-opening, and post-trade systems and processes
Knowledge of risk management processes applied to Equities products
Proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to translate business needs into requirements and workflows for product development
Experience with or familiarity with artificial intelligence and automation tools
Excellent interpersonal and stakeholder management skills, with the ability to work with multiple stakeholders
Analytical, data-driven profile with a strong sense of ownership and initiative
Bachelor’s degree in Business Administration, Economics, Engineering, Technology, or a related field
PQO certification (Operations, Account Registration, or Compliance) — preferred
ANBIMA certifications, such as CPA-20, CEA, or CFP® — preferred
Knowledge of structuring and operating an Equities client trading desk — preferred
Experience with process and customer journey mapping and design tools — preferred
Experience working at financial institutions, brokerages, or investment platforms — preferred
Experience with digital transformation initiatives and the application of artificial intelligence — preferred

Benefits

Comp & perks

No benefits, additional benefits, or supplementary compensation are specified in the posting