




Job Summary: We are seeking an Investment Operations Assistant to support the area’s operational routines, organizing information, managing data, and assisting with portfolio analysis. Key Highlights: 1. Essential support for investment operational routines 2. Assistance in preparing spreadsheets and reports 3. Support for portfolio analysis and client communication **Investment Operations Assistant \- Maringá/PR** **Business hours \| Permanent position** **On-site work model** **✨ About the opportunity** We are seeking an Investment Operations Assistant to support the area’s operational routines, contributing to information organization, data management, and portfolio analysis support—ensuring efficiency, accuracy, and quality in internal processes and client service. **Responsibilities** * Assist in creating and updating Excel spreadsheets; * Assist in generating reports; * Assist in entering data into systems; * Assist in portfolio analysis;\- Assist in client communication. **Requirements** * Intermediate proficiency in Microsoft Office Suite; * Currently pursuing a bachelor’s degree in: Administration, Accounting, Economics, Secretarial Studies, Business Management, Financial Management, or related fields. * **Preferred Qualifications** * Flexibility regarding working hours; * Ancord certification; * A proactive, agile, committed, and organized profile. **Benefits** * **Health and Well-being** Access to solutions supporting physical and mental health care. * **GoGood** Well-being platform offering access to gyms nationwide, teleconsultations across multiple specialties, 24/7 digital urgent care, pharmacy discounts, and mental health content—subject to the selected plan. * **Wellhub** Access to physical activity and well-being programs via the platform—subject to the available plan. * **Corporate Health Insurance Plans** Opportunity to enroll in health insurance plans with preferential rates. * **Ancord Certification Courses and Study Materials** Comprehensive support for technical development and financial market certification. * **Corporate University** Continuous learning paths for professional development and career advancement. * **Partnership Program** Opportunity for growth and business participation, subject to internal criteria.


