Job Summary: This role involves investment portfolio monitoring and rebalancing, cash management, opening accounts in the U.S., and compliance and KYC analysis. Key Highlights: 1. Investment portfolio monitoring and rebalancing 2. Cash management and opening investment accounts in the U.S. 3. Compliance and KYC analysis Assist in monitoring, trading, and rebalancing investment portfolios; monitor maturity dates of investments and manage portfolio cash; open investment accounts with financial institutions in the United States; analyze and approve customer registration documents; verify Compliance and KYC (Know\-Your\-Client); maintain customer registration databases and track document expiration dates; perform various operational tasks with banks and brokerages in the United States; and generate managerial and operational reports. Currently pursuing a bachelor's degree in Business Administration, International Trade, Engineering, or related fields. Fluent English (written and spoken) is mandatory. Proficiency in Microsoft Office Suite required. Working Hours: 8:30 AM to 6:00 PM – 1-hour break Benefits: Meal Voucher \+ Transportation Voucher Compensation: R$3\.500,00 \- R$5\.000,00 per month Benefits: * Meal Voucher * Transportation Voucher Work Location: On-site
João Silva
Indeed · HR
João Silva
Indeed · HR
