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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in gathering and structuring requirements for investment funds, translating business needs into functional specifications, and supporting data visualization efforts using Power BI. Possesses strong analytical skills and a proactive mindset to ensure quality deliverables and effective communication across technical and non-technical teams.
Highest-signal resume keywords
Power BIData VisualizationInvestment Funds KnowledgeFinancial Market CertificationsSQL
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data GatheringRequirements DocumentationData ModelingData Engineering ConceptsFinancial Indicators UnderstandingPerformance MetricsRisk MetricsDashboard DesignAgile MethodologiesAnalytical Thinking
Soft Skills
Effective CommunicationProactive MindsetOrganizational SkillsAttention to DetailBusiness Acumen
Tools & Technologies
Power BIFinancial Data SourcesANBIMACVMBloomberg
Certifications & Qualifications
CPA-20CEACFA
Industry Keywords
Financial MarketsInvestment FundsFixed IncomeMulti-AssetEquity Funds
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as the interface between business areas—such as portfolio managers, Product Owners (POs), product teams, and sales—and technical data teams
- Gather, structure, and document requirements related to investment funds
- Translate business needs into clear functional and technical requirements
- Support engineering and DataViz teams in building dashboards and analytical solutions in Power BI
- Ensure deliverables meet quality standards and stakeholder expectations
- Participate in defining and monitoring metrics and KPIs, including returns, volatility, Sharpe ratio, subscriptions, and redemptions
- Validate dashboards and management reports, with a focus on usability and user experience
- Contribute to data standardization and governance within the investment context
- Understand fund data requirements related to performance, risk, subscriptions, and financial indicators
- Translate business needs into requirements for data engineers and visualization specialists
Requirements
What you’ll need- 3+ years of prior experience in data, BI, or analytics within the financial markets sector
- Knowledge of investment funds, including fixed income, multi-asset, and equity funds
- Understanding of financial indicators and performance and risk metrics
- Experience gathering requirements and interacting with business teams
- Knowledge of data visualization tools, preferably Power BI
- Familiarity with data modeling and data engineering concepts
- Ability to communicate effectively with technical and non-technical audiences
- Analytical and structured mindset
- Financial market certifications (CPA-20, CEA, CFA) are a plus
- Experience with financial data sources, such as ANBIMA, CVM, and Bloomberg, is a plus
- Knowledge of SQL or data manipulation is a plus
- Experience with data UX or dashboard design is a plus
- Experience working with Agile methodologies (Scrum/Kanban) is a plus
- Strong interest in financial markets and investments
- Clear communication skills and the ability to influence different areas
- Business acumen combined with analytical thinking
- Proactive mindset and a strong sense of ownership
- Strong organizational skills and the ability to manage multiple demands
- Attention to detail, especially when working with financial data
Benefits
Comp & perks- Ongoing professional development
- 100% remote work
- Opportunity to work at a dynamic and collaborative company
