Investment Analyst

Há 5 dias


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

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.

About the Role

We are seeking a highly skilled Investment Analyst to join our lean Investment team structure, covering deal sourcing, analysis, execution, monitoring, and relationship management with partner stakeholders.

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.
  • Creative thinking.
  • Financial modelling.
  • Hands-on attitude.
  • Advanced Excel.

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