Mid-level Commercial Planning Analyst
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
Maintainer signals as of 9/2/2026
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 monitor product performance through indicators and results analysis while identifying improvement opportunities. You will study the high-income market, lead strategic projects, develop recommendations, prepare executive materials, and coordinate stakeholders to support commercial decisions.
Requirements
- Experience in wealth planning investments insurance and retirement planning
- Experience with governance project management and performance indicators
- Ability to conduct strategic studies and analyses for the high-income segment
- Knowledge of executive materials management reports and strategic presentations
- Experience managing stakeholders and working on multidisciplinary projects
- Knowledge of Python for data analysis automation and insight generation
- Analytical ability to monitor results and identify opportunities
- Proficiency in Microsoft Office with emphasis on Excel and PowerPoint
- Completed higher education in Engineering Accounting Economics or a related field
Responsibilities
- Monitor product performance through indicators and results analysis
- Conduct high-income market studies and identify growth opportunities
- Lead strategic projects and coordinate initiatives across areas
- Develop analyses and recommendations to support decision-making
Benefits
- Meal allowance
- Transportation allowance
- Food allowance
- Childcare assistance
- Medical insurance
- Dental insurance
- Life insurance
- Private pension
- Gympass and TotalPass partnerships
- Univers partnership with Drogasil and Droga Raia
- Itaú Unibanco Club visits reservations and accommodation
- IUPP partner discounts and benefits program
- Fique OK program
- Corporate university
- Discounts on financial products and services
