Investments Operations Senior Specialist - Backoffice
Core
Senior specialist responsible for financial backoffice operations, automating manual reconciliation and settlement processes, and acting as a bridge between operations and engineering.
Role type
Senior IC investments operations specialist (backoffice)
Builds
Automated financial reconciliation flows, judicial asset transfer processes, and regulatory reporting solutions
Domain
Financial services / Investments / Backoffice
Required skills
PQO B3 Backoffice certification, Python, SQL, VBA, Power BI, Advanced Excel, Financial market knowledge, Regulatory compliance knowledge
Preferred skills
Sinacor system knowledge, CPA-20, CEA, English (intermediate/advanced), Experience in securities brokerage or treasury
Technologies
Python, VBA, SQL, Power BI, Excel, Sinacor
Responsibilities
Perform internal account reconciliations with Controllership, automate manual routines with monitoring and alerts, manage judicial asset transfer flows, handle regulatory inquiries and validations, participate in client settlement and financial movements, translate business rules into technical requirements for engineering, define strategy and mentor the team
Seniority
Senior, hands-on IC with mentorship