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Fund Management Analyst, Mid-Level
VERT Capital. Continuously monitor the performance of transactions, analyzing collateral, monitoring indicators, financial statements, and financial covenants .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, transaction monitoring, and operational workflow improvement, with a strong focus on data accuracy and process efficiency. Proficient in investment analysis and familiar with capital markets and structured credit.
Highest-signal resume keywords
Financial Mathematics KnowledgeInvestment AnalysisIntermediate Excel SkillsData AnalysisProcess Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement AnalysisTransaction MonitoringOperational Workflow DevelopmentProcess Efficiency ImprovementCollateral Analysis
Soft Skills
Proactive Problem SolvingAttention to Detail
Tools & Technologies
Business Intelligence ToolsData Analysis Tools
Certifications & Qualifications
Financial Market Certifications
Industry Keywords
Investment FundsCapital MarketsStructured CreditSecuritization
About the role
Key responsibilities & impact- Continuously monitor the performance of transactions, analyzing collateral, monitoring indicators, financial statements, and financial covenants
- Identify potential issues or breaches and take proactive action to address them
- Ensure the accuracy and consistency of data and records related to transactions
- Develop, review, and improve operational workflows
- Identify opportunities to improve process efficiency
- Prepare and update transaction reports sent to investors
- Ensure the quality and consistency of information
- Manage the funds’ asset acquisition process, monitoring each stage and ensuring proper execution
Requirements
What you’ll need- Bachelor’s degree or equivalent higher education qualification
- Intermediate Excel skills
- Knowledge of financial mathematics and investment analysis
- Ability to read and interpret financial documents and information
- Knowledge of or experience with investment funds, capital markets, structured credit, or securitization
- Knowledge of artificial intelligence, data analysis, process automation, and/or Business Intelligence (BI) tools
- Financial market certifications are desirable but not required
Benefits
Comp & perks- Comprehensive Bradesco health and dental insurance with no copayment for you and your dependents
- Health and well-being support through Orienteme, including personalized physical, emotional, and nutritional support
- Monthly wellness allowance reimbursed for education, leisure, culture, sports, or home-office expenses
- Life insurance
- Prescription medication discounts through ANBIMA Saúde
- Autism Spectrum Disorder (ASD) support for parents and caregivers of people with ASD
- Grupo Zelo + Amparo: support and assistance for you, your family, and your pets
- TotalPass: access to gyms, physical activities, and nutritional and psychological support
- Meal voucher on a flexible Caju card
- Birthday Day Off
- Open English at special rates
- Annual bonus aligned with individual performance and company results
- Inclusive environment focused on continuous learning and development