Analista Sênior de Business Intelligence | Investimentos
Core
Transform data into intelligence to support strategic investment decisions for the High Net Worth Bankers portfolio, enabling efficient and sustainable business growth.
Role type
Senior Business Intelligence Analyst (Investments) (via careerplan.io/jobs/4739497005-analista-senior-de-business-intelligence-investimentos-at-c6bank)
Builds
Investment portfolios for High Net Worth Bankers
Domain
Financial Services / Investments
Deliverable
dashboards & analysis
Required skills
SQL, Advanced Excel, Data Analysis, Portfolio Management, CRM tools
Preferred skills
Salesforce, Commercial force experience, Portfolio management experience
Responsibilities
Manage the Bankers' portfolio for the High Net Worth segment, including creating new portfolios, vacation control, and optimization analysis; Maintain and update databases by executing SQL queries; Support the maintenance and evolution of Power BI dashboards for indicator tracking and decision-making.