What You'll Do
- Monitor portfolio holdings, market developments, and client activity across portfolios to generate actionable investment insights and recommendations.
- Identify investment opportunities and provide data-driven insights to support commercial teams and client engagement efforts.
- Partner with strategists, product specialists, and other internal partners to develop, evaluate, and implement investment ideas and allocation strategies.
- Develop scalable analytics and tools that translate the firm's investment views into personalized portfolio recommendations.
- Lead initiatives to enhance and automate the investment recommendation process using data analytics, quantitative methods, and artificial intelligence.
- Build dashboards, reporting solutions, and analytical frameworks that enhance portfolio oversight, investment decision-making, and client engagement at scale.
- Serve as a liaison between investment teams and commercial stakeholders, translating investment views into actionable insights, tools, and client solutions.
- Prepare investment presentations, reports, and analytical materials for commercial teams, investment committees, clients, and other stakeholders.
- Participate in key investment governance forums, including Strategy, Model Portfolio, and Product Committees.
- Ensure compliance with applicable regulatory requirements and internal policies and procedures.
What We're Looking For
Required
- Bachelor’s degree in Finance, Economics, Mathematics, or related field (Master’s or CFA preferred).
- 3–5+ years of experience in investment management, asset allocation, or portfolio analysis.
- Solid knowledge of portfolio construction, financial markets, risk modeling, and performance attribution.
- Strong Python and SQL programming skills; VBA and advanced Excel proficiency.
- Excellent communication and presentation skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Preferred
- Proficiency with Bloomberg, Morningstar, and portfolio management systems.
- Progress toward CFA designation (Level I, II, or Candidate Status).
- Understanding of alternative investments and multi-asset strategies.
- Fluency in Portuguese and/or Spanish.
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field
- 3-5+ years of experience in investment management, asset allocation, or portfolio analysis
- Knowledge of portfolio construction, financial markets, risk modeling, and performance attribution
- Strong Python and SQL programming skills
- VBA and advanced Excel proficiency
- Excellent communication and presentation skills
- Ability to work independently and collaboratively in a fast-paced environment
- Master’s degree or CFA designation
- Proficiency with Bloomberg, Morningstar, and portfolio management systems
- Progress toward CFA designation, including Level I, II, or Candidate Status
- Understanding of alternative investments and multi-asset strategies
- Fluency in Portuguese and/or Spanish
What We Do
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
