Investment Portfolio Analyst

Há 2 dias

São Paulo, São Paulo, Brasil beBeePortfolio Tempo inteiro R$40.000 - R$60.000
Portfolio Management Opportunity

We are seeking a highly motivated and detail-oriented individual to join our team as a Portfolio Management Intern.

About the Role

This internship provides an exciting opportunity to gain hands-on experience in portfolio management, working closely with our experienced team members to develop and implement investment strategies.

Key Responsibilities

  • Contribute to the operational management of our portfolio, including data consolidation, reconciliations, and report preparation.
  • Maintain accurate and timely portfolio data, ensuring consistency across systems and reports.
  • Monitor key performance indicators, support decision-making, and contribute to the design of automated routines that enhance reporting and controls.
  • Apply modeling and data science skills to improve technical analysis, portfolio analytics, and risk management.
  • Assist in the development of investment theses and asset allocation analysis, with exposure to multiple asset classes.
  • Identify opportunities to enhance portfolio management processes and strengthen investment strategies.

Qualifications

  • Bachelor's degree in finance, economics, business administration, or related fields.
  • 0-2 years of experience working with financial data sets or analytical roles.
  • Strong skills in Excel, with proficiency in modeling and data analysis; experience with Python (or similar programming languages) is highly valued.
  • Solid understanding of data handling, automation, and visualization tools.
  • Fluent English.
  • Strong analytical and organizational skills, with ability to prioritize and meet deadlines.
  • Genuine interest in finance, investments, and asset management.

What We Offer

A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

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