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Senior Pre-Sales Analyst

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

We are looking for a professional to join our Digital Fixed Income Assets Pre-Sales team, bridging structuring, distribution, and commercial strategy to maximize the market placement of tokenized offerings. This person will play a pivotal role in identifying opportunities, aligning investment theses, and activating distribution channels—ensuring products reach the market with maximum commercial efficiency and regulatory compliance. ### **Your responsibilities** * Map and segment investors (Retail, MB One, MB Ultra, MB Europe, and Treasury) according to profile and appetite for digital assets during structuring; * Assess alignment of tokenized offerings with portfolio strategies and investor profiles; * Collaborate with the Origination team to understand commercial potential and market appetite for new products still in the structuring phase; * Support lead prioritization and qualification for distribution channels, ensuring alignment between opportunities and customer profiles; * Translate complex financial structures into clear, commercially oriented narratives covering topics such as investment thesis, liquidity, rates, guarantees, and payment flows; * Develop and review commercial and technical materials, including offering summaries, one-pagers, and executive presentations; * Ensure commercial communication and outreach comply with applicable regulations, including CVM Resolution 88; * Serve as a liaison among Legal, Structuring, Operations, and Distribution teams to clarify technical and operational questions; * Support resolution of objections related to digital assets, wallets, custody, and FIAT vs. Crypto flows; * Collaborate on building technical-commercial proposals for large allocations and potential distribution partnerships; * Ensure efficient handover to distribution channels prior to asset launches, guaranteeing commercial readiness and speed of activation; * Monitor the sales pipeline and support internal campaigns for customer activation and engagement focused on digital investments. ### **What we expect from you** * Solid knowledge of the Financial Market and fixed income products, such as Debentures, Commercial Notes, CRIs/CRAs, and Investment Funds; * Analytical ability to evaluate investment theses and market opportunities; * Excellent communication, storytelling, and relationship-building skills; * Consultative mindset, with ease navigating technical, commercial, and regulatory areas; * Strong organizational skills and ability to manage multiple offerings simultaneously; * Genuine interest in financial innovation, tokenization, and digital assets. ### **Nice-to-have** * Prior experience with Blockchain, tokenization, digital assets, smart contracts, or custody infrastructure; * Experience in commercial desks, distribution, capital markets, structuring, or financial products; * Knowledge of operational workflows for regulated offerings and investment distribution; * Certifications such as CPA-20, CEA, CNPI, or similar; * Familiarity with AI tools and ability to leverage LLMs daily for productivity gains, analysis, and material creation.

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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