Investment Products Specialist - Funds Distribution

Ubank

Sao Paulo, Brazil
On-site
Investment funds industry
Fund offerings and platform operations
Distribution contracts negotiation
The Investment Business Unit aims to disrupt the investment market in Brazil, offering the best investment products to retail clients

Job Summary

  • The Investment Business Unit aims to disrupt the investment market in Brazil, offering the best investment products to retail clients.
  • The Investment Product Specialist is responsible for the development and maintenance of the investment funds platform, offering the best products of the market within their strategy type.
  • This role requires building a robust platform investment funds tailored to retail and high-income clients, evaluating and selecting the best fund types in the industry.

Matching Summary

The Investment Business Unit aims to disrupt the investment market in Brazil, offering the best investment products to retail clients.

Skills & Requirements

Must-have

  • investment funds industry
  • fund offerings and platform operations
  • distribution contracts negotiation
  • due diligence procedures
  • retail and high-income clients

Nice-to-have

  • strategic mindset
  • interpersonal abilities
  • team connection and collaboration

Key Requirements

  • Minimum 5 - 8 years working with Investments
  • Advanced proficiency in English
  • Python and VBA are highly desirable

Work Rights

Not specified

Tailored Resume

Cover Letter