Investment Analyst

Há 2 dias


São Paulo, São Paulo, Brasil Credit Saison Brazil Tempo inteiro
About Credit Saison Brazil

Credit Saison Brazil is a financial company established in 2023 with a mission to bring people, partners, and technology together, creating resilient and innovative financial solutions for positive impact.

We provide a comprehensive offering of both credit and equity investment opportunities to support innovators and builders in Brazil, committed to being a transformative partner in creating opportunities and enabling dreams.

About the Role

We operate with a lean Investment team structure, covering deal sourcing, analysis, execution, monitoring, and relationship management with partner stakeholders.

This role will navigate across the whole supply chain of our investment process and provide general support to the team.

Responsibilities
  • Collect and analyze data/information for investment case studies and presentations;
  • Conduct industry and market studies;
  • Business model and sectorial analysis;
  • Financial statement analysis and modelling;
  • Support the senior team in prospecting for potential investments;
  • Manage the relationship with third-party service providers, such as asset managers, credit originators, and law firms;
  • Assist in the due diligence process;
  • Daily monitoring and reconciliation of transactions carried out, from the moment they are approved, until they are effectively registered, settled, and repaid;
  • Prepare regular reports to present relevant information to the management team, such as financial performance, key metrics, and strategic insights.
Requirements
  • Graduation in Administration, Economics, or Engineering;
  • At least 3 years of experience in investment management, equity/credit research, capital markets, or M&A;
  • Native or bilingual proficiency in Portuguese & English (the interviews will be in English);
  • Creative thinking;
  • Financial modelling;
  • Hands-on attitude;
  • Advanced Excel.

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