Our client is a prestigious international private bank, recognized for its expertise in wealth management and investment advisory services. The bank offers an excellent opportunity to join a highly professional and collaborative environment, where expertise, innovation, and client excellence are at the core of its culture.
As an Investment Product & Advisory Analyst, you will support the investment advisory team in preparing client solutions, analyzing investment products, and delivering high-quality investment materials. You will work closely with senior advisors, product specialists, and portfolio management teams, gaining valuable exposure to private banking and investment solutions.
Investment Product & Advisory Analyst - Your responsibilities:
- Assist senior analysts and advisors in preparing and updating client investment proposals.
- Collect, review, and maintain investment product documentation, including KIDs, factsheets, and market-related materials.
- Collaborate with internal investment teams, including product specialists, advisors, and portfolio managers, to gather information and clarify product details.
- Conduct preliminary research on financial markets, investment products, and competitors to support the advisory team.
- Maintain internal databases, update Excel files, and prepare reports, summaries, and investment-related analyses.
- Support the preparation of investment materials aligned with the bank's global investment strategy.
- Participate in investment team governance activities, including the organization of committees and internal processes.
- Contribute to process improvement initiatives by organizing information, supporting automation of repetitive tasks, and identifying efficiency opportunities.
- Ensure that all client documentation and investment proposals comply with internal policies, regulatory requirements, and quality standards.
Investment Product & Advisory Analyst - Your profile:
- Bachelor's or Master's degree in Finance, Business, Economics, Engineering, or a related field, providing you with a solid foundation to understand complex financial concepts.
- A strong interest in the investment industry coupled with at least 3 years of experience in a bank with specialization on investment products, allowing you to quickly adapt and grow within the team.
- Strong analytical and organizational skills, with a great attention to detail and proficiency in Excel to handle data comfortably.
- Perfectly fluent in Portuguese and English, which will enable you to thrive in our international environment; knowledge of French is considered a wonderful asset to connect with broader local networks.
- A strong willingness to learn, excellent communication skills, and a collaborative spirit that will open doors to rapid internal evolution and long-term professional advancement.
Investment Product & Advisory Analyst - We offer:
- Enjoy a schedule that is well suited to those who prefer starting later, with a typical 10:00 AM start and the option to work from home when needed.
- Benefit from a well-established homeworking policy that gives you the comfort and autonomy to work from home when it best supports your focus and productivity.
- Take advantage of 34 days of holiday per year, giving you ample time to rest, pursue your personal interests, and spend quality time with loved ones.
- Receive direct support through fitness reimbursement programs and a SIMPASS card, encouraging a healthy and active lifestyle that supports your well-being inside and outside the office.
- Access fully funded training budgets and external certifications, ensuring you have the tools to continuously strengthen your technical skills and advance your career.
- Enjoy frequent and original team-building activities that foster a warm, joyful, and highly connected workplace community.
N'hésitez pas à nous envoyer votre candidature à l'adresse ou appelez-nous au 20 30 14 67.