PicPay
3 months ago
Investment Analyst Commercial Mid-Level
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Company information
- Company
- PicPay
- Location
- Brasil Brazil
- Posted
- 3 months ago
Job description
About PicPay
With over ten years of history, PicPay is a complete ecosystem of financial and non-financial services that aims to meet the daily needs of thousands of people and businesses, becoming their main day-to-day account.
Founded in Vitória (ES), the company already has over 35 million active customers and is part of the J&F group, one of the largest business conglomerates in Brazil. The company operates in various fronts, such as Financial Services for Individuals, Financial Services for Legal Entities, Investments, and PicPay Shop.
Guided by our culture, we continue with the purpose of giving much more energy to the lives of millions of Brazilians. Know our values: Owner's Attitude, Discipline, Determination, Availability, Simplicity, Humility, and Frankness.
Respect, ethics, the pursuit of equity, and the valorization of plurality are non-negotiable elements and are part of the practice in our day-to-day life here at PicPay. Therefore, this vacancy is open to all people, regardless of gender, religion, ethnicity, disability, age, sexual orientation, or any other factor.
About the Area and the Opportunity
PicPay's Investment area acts at the interface between strategy and distribution, bringing the best investment opportunities to the platform's clients. The investment commercial team is responsible for translating theses and analyses into action — supporting relationship managers, producing content, and ensuring that clients have access to products suitable to their profile.
We are looking for an Investment Analyst Commercial Mid-Level to act as a bridge between the strategy area and the distribution channels. The position combines technical market knowledge with commercial and communication skills, in a fast-paced, large-scale fintech environment.
This is an in-person vacancy.
Responsibilities
Health and Well-being
With over ten years of history, PicPay is a complete ecosystem of financial and non-financial services that aims to meet the daily needs of thousands of people and businesses, becoming their main day-to-day account.
Founded in Vitória (ES), the company already has over 35 million active customers and is part of the J&F group, one of the largest business conglomerates in Brazil. The company operates in various fronts, such as Financial Services for Individuals, Financial Services for Legal Entities, Investments, and PicPay Shop.
Guided by our culture, we continue with the purpose of giving much more energy to the lives of millions of Brazilians. Know our values: Owner's Attitude, Discipline, Determination, Availability, Simplicity, Humility, and Frankness.
Respect, ethics, the pursuit of equity, and the valorization of plurality are non-negotiable elements and are part of the practice in our day-to-day life here at PicPay. Therefore, this vacancy is open to all people, regardless of gender, religion, ethnicity, disability, age, sexual orientation, or any other factor.
About the Area and the Opportunity
PicPay's Investment area acts at the interface between strategy and distribution, bringing the best investment opportunities to the platform's clients. The investment commercial team is responsible for translating theses and analyses into action — supporting relationship managers, producing content, and ensuring that clients have access to products suitable to their profile.
We are looking for an Investment Analyst Commercial Mid-Level to act as a bridge between the strategy area and the distribution channels. The position combines technical market knowledge with commercial and communication skills, in a fast-paced, large-scale fintech environment.
This is an in-person vacancy.
Responsibilities
- Support relationship managers and advisors in recommending investment products to clients, ensuring suitability to their profile.
- Produce and disseminate commercial support materials: product sheets, comparisons, sales arguments, and simplified market analyses.
- Monitor the daily market (fixed income, variable income, funds, and macro scenario) and translate relevant movements into actionable insights for the commercial team.
- Conduct training and capacitation on investment products and strategies for the commercial force.
- Act in fundraising and retention campaigns, supporting the structuring of offers and communication of opportunities.
- Monitor commercial indicators of the investment shelf (volume, net fundraising, product mix) and propose actions.
- Interface with the Investment Strategy area to receive allocation guidelines and field feedback.
- Contribute to the evolution of the area's tools and processes, including the use of AI to scale commercial communication.
- Minimum of 2 years of experience in investments, with commercial or advisory roles (brokerage firm, platform, bank, autonomous agent office, or DTVM).
- Technical knowledge in fixed income products, investment funds, variable income, and real estate investment funds.
- Ability to translate technical analyses into clear and persuasive commercial language.
- Intermediate to advanced Excel skills and fluency in using artificial intelligence applied to productivity and content.
- Communicative, organized, and results-oriented profile.
- Ability to work with multiple simultaneous demands in a fast-paced environment.
- CEA or CPA-20 (mandatory)
- CNPI, CGA, or CFP (plus)
Health and Well-being
- Medical and Dental Assistance
- Life Insurance
- Side-by-Side Program, with legal, social, psychological, and financial support
- Wellhub
- PicPay Benefícios credit card, with wide acceptance, where you receive your Food/Meal and Mobility or Remote Work balance (according to your employment contract).
- Extended Maternity Leave of 6 months and extended Paternity Leave of 20 days.
- "New Being" Program. Childcare assistance available for mothers and fathers with sole or shared custody.
- PPR — PicPay Results Participation.
Required skills
- training
- commercial
- life insurance
- financial services
- relationship management
- excel
- strategy
- fintech
- artificial intelligence
- retention
- market analysis
- fundraising
- maternity leave
- paternity leave
- sales support
- employee assistance program
- performance bonus
- medical assistance
- employee benefits
- investment analysis
- cfp
- fixed income
- cea
- variable income
- investment funds
- cpa-20
- suitability
- cga
- product recommendation
- dental assistance
- wellhub
- cnpi
- sales performance monitoring
- real estate investment funds
- capacitation
- childcare assistance
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