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Investment and Retirement Planning Business Analyst
Sicredi. Work in the Investment and Retirement Planning Business area, promoting the acquisition of investment and retirement planning products among the Central Offices and Cooperatives of the Sicredi System .
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Work in the Investment and Retirement Planning Business area, promoting the acquisition of investment and retirement planning products among the Central Offices and Cooperatives of the Sicredi System
- Take a proactive, leading role in daily relationships and tasks
- Map workflows and identify interdependencies to support product teams
- Collaborate across different teams and engage with professionals from diverse areas and backgrounds
- Extract structured data to support business analyses
- Monitor the cooperatives’ investment inflows and liquidity indicators
- Develop scenarios and provide technical guidance to optimize investment inflow planning and reduce maturity and interest-rate mismatches
- Monitor the implementation of planned initiatives
- Map markets and identify opportunities to expand investment and retirement planning products
Requirements
What you’ll need- Bachelor’s degree, preferably in Business Administration, Accounting, or Economics; postgraduate studies in a related field are desirable
- C-PRO I Investment Certification
- Proficiency in Microsoft Office, particularly Excel and PowerPoint
- Ability to process and interpret data; programming skills in SQL, SAS, or Python are desirable
- Experience in financial institutions or in financial analysis, controllership, and/or planning
Benefits
Comp & perks- 14th and 15th fixed annual salaries
- Profit-sharing payments, according to seniority
- Health and dental insurance with no copayments
- Well-being programs through Wellhub (formerly Gympass), including nutrition, psychological support, workplace exercise, massage, running group, and local gym benefits
- Meal and food allowances, with flexibility to allocate the percentage between the food and meal cards, with no copayments
- Extended maternity and paternity leave
- Childcare or nanny assistance for children up to 6 years and 11 months old
- Assistance for employees with children with disabilities, with no age limit
- Life insurance
- Private pension plan with contributions of up to 8% of salary
- Training platform — Sicredi Aprende — with a variety of courses
- 40-hour workweek, using a time-banking system
- Remote-work allowance, except for positions that are 100% on-site
- Hybrid work format: 3 days on-site and 2 days working remotely