Mid-Level Brokerage Origination Desk Analyst
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
About Itaú
Itaú operates as a full-service bank providing financial products and services to individuals, companies, institutional clients, and public-sector customers. Its offerings include current accounts, credit and loans, credit cards, investments, capitalization, insurance, consortia, foreign exchange, payment collection, debt renegotiation, and digital banking applications. The organization also provides specialized services through Itaú Empresas, Itaú BBA, Itaú Asset Management, and Itaú Securities Services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the commercial focal point between investment offices and internal stakeholders. You will turn demands into solutions, coordinate priorities and workflows, identify opportunities, improve delivery quality, and use automation to reduce rework and strengthen routine consistency.
Requirements
- Completed degree in Economics, Engineering, Finance, or a related field
- Intermediate English
- SharePoint proficiency
- Excel proficiency
- PowerPoint proficiency
- PQO Commercial certification
- CFP certification
- Knowledge of investment products, economic conditions, and derivatives
Responsibilities
- Coordinate commercial interactions with investment offices and internal stakeholders
- Turn demand into investment solutions
- Organize priorities and enable operational workflows
- Identify opportunities and anticipate partner needs
- Improve the internal customer experience and delivery quality
- Strengthen governance and delivery effectiveness
- Automate processes to reduce rework and improve consistency
Benefits
- Transportation allowance
- Meal or food allowance
- Medical and dental insurance
- Life insurance
- Profit sharing based on bank results
- Private pension plan
- Exclusive discounts on financial products
- Extended maternity leave
- Childcare or nanny allowance
- Gympass membership or access to Bio Ritmo at some locations
- Access to Itaú clubs in Guarapiranga, Itanhaém, and São Sebastião