CareerPlan

Investment Fund Analyst

São Paulo Alves, BRFull-time2026-10-14 → 2026-11-09
Hybrid

Core

Junior or Mid-Level Investment Management Analyst supporting day-to-day management of investment funds (FIDCs, FIIs, FIFs) and portfolio monitoring.

Role type

Junior/Mid-Level Investment Analyst (Credit/Real Estate)

Builds

Investment portfolios and monitoring tools for FIDCs, Private Credit Fixed Income Funds, and Real Estate Investment Funds

Domain

Asset Management / Credit & Real Estate

Required skills

Credit analysis, Portfolio monitoring, Risk management, Compliance, Investment operations, Python, SQL, Financial modeling

Preferred skills

English (fluent), Data analysis, Process automation

Responsibilities

Support portfolio management activities ensuring monitoring of performance, cash flows, and regulatory compliance; Participate in investment lifecycle from origination to post-investment monitoring; Develop portfolio monitoring tools tracking delinquency and credit recovery; Assist in preparation of executive presentations and investment memoranda; Execute investment orders and monitor cash positions; Support organization of Investment and Credit Committee meetings.