Junior Middle Office Analyst

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🕒 July 7

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Lifetime Investimentos

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

🏦 Banking

🤝 B2B

Finance • Banking • B2B

Lifetime Investimentos is a Brazilian financial services firm founded in 2011 that operates as a one-stop shop for wealth and corporate financial needs. It offers private investment advisory, asset management, family office services, wealth/estate planning, corporate solutions, foreign exchange services and investment banking, serving high-net-worth individuals, families and companies through a network of offices and specialist advisers.

📋 Description

• Perform client onboarding on the BTG Pactual platform, ensuring a swift and efficient experience. • Provide client support, answering questions and assisting with investment-related operational requests. • Execute operational processes such as account openings, investment portability, private pension transfers, and issuance of boletos (payment slips). • Monitor request workflows to ensure deadlines are met and transactions are executed correctly. • Produce management and operational reports to support leadership and other departments. • Perform internal controls using spreadsheets and systems, ensuring data quality and integrity. • Identify opportunities to improve and automate processes, contributing to operational efficiency gains. • Collaborate with Sales, Operations, and Compliance teams to ensure excellence in service and internal processes. • Ensure compliance with internal policies and financial market regulations.

🎯 Requirements

• Bachelor's degree in Business Administration, Economics, Accounting, Engineering, Finance, or related fields. • Active ANCORD certification (required). • Interest in building a career in the financial market. • Previous experience in operations, client service, or Middle Office at financial institutions, brokerages, or investment advisory firms is a plus. • Intermediate Excel skills (VLOOKUP/XLOOKUP, pivot tables, formulas, and data organization). • Comfortable with systems and technology, with an interest in process automation. • Strong verbal and written communication skills. • Analytical, organized, and detail-oriented profile. • Ability to manage multiple tasks and meet deadlines. • Proactive, with a sense of urgency and a focus on the client experience.

🏖️ Benefits

• Variable compensation