Senior Analyst -analista Sênior

The Apex Group

São Paulo, Brazil
Competitive remuneration based on skills + experie...
Experience with structured investment funds
Advanced english language proficiency
Knowledge of fip, fii, and fidc regulations
The primary mission is to serve clients by directing their needs internally to ensure compliance with Apex Group's structured framework

Job Summary

  • The primary mission is to serve clients by directing their needs internally to ensure compliance with Apex Group's structured framework.
  • The role involves active participation in internal committees, managing overdue collections, and identifying opportunities to bring new business to the firm.
  • Candidates will act as the main point of contact for clients while coordinating with operational areas to improve processes and increase wallet share.

Matching Summary

The primary mission is to serve clients by directing their needs internally to ensure compliance with Apex Group's structured framework.

Salary

Competitive remuneration based on skills and experience; Not specified; Training and development provided

Skills & Requirements

Must-have

  • Experience with structured investment funds
  • Advanced English language proficiency
  • Knowledge of FIP, FII, and FIDC regulations
  • Salesforce CRM data management skills
  • Ability to conduct client meetings and KPI monitoring

Nice-to-have

  • Proactive problem-solving approach
  • Cross-selling revenue generation skills
  • Process improvement initiative experience
  • System automation knowledge
  • Strong analytical mindset for daily deadlines

Key Requirements

  • Degree in Business Administration, Economics, Finance, or Accounting
  • CPA-20 certification (Desirable)
  • Intermediate proficiency in Microsoft Office Suite
  • Experience with investment fund legislation and norms

Work Rights

Not specified

Tailored Resume

Cover Letter