Investment Analyst

A very exciting Investment Analyst position has just become available at a global financial services company based in São Paulo. You would become an important member of the investment team structure, covering deal sourcing, analysis, execution, monitoring and relationship management with partner stakeholders.

The primary responsibilities of the Investment Analyst will be:

• To collect and analyse data/information for investment case studies and presentations.
• To conduct industry/market studies.
• Business model/sectorial analysis.
• Financial statement analysis and modelling.
• To support the senior team in prospecting for potential investments.
• Managing the relationship with third party service providers, such as asset managers, credit originators and law firms.
• To assist in the due diligence process.
• Preparation of memos.
• Daily monitoring and reconciliation of transactions carried out, from the moment they are approved, until they are effectively registered, settled and repaid.
• To prepare regular reports to present relevant information to the management team, such as financial performance, key metrics, and strategic insights.

For this Investment Analyst position you will need:

• A Bachelor’s Degree in in Administration, Economics or Engineering.
• At least 5 years of experience in investment management, equity/credit research, capital markets or M&A .
• Native or bilingual proficiency in Portuguese & English (CEFR C1 or above).
• Creative thinking.
• Financial modelling.
• Multitasking.
• Hands-on.
• Advanced Excel

In this Investment Analyst position, you will have the opportunity to join an expanding team and company who are growing a lot in Brasil.

If you are ambitious and looking for a position to further your career, then this is the perfect role for you.


Apply today to find out more about this position. Please submit your CV in English.