OFFICER MIDDLE MARKET II

Description

Job Summary: Professional to lead client prospecting, portfolio management, credit analysis, new business origination, and monitoring of strategic indicators. Key Highlights: 1. Lead active prospecting of new clients. 2. Actively participate in credit discussions and proposal analysis. 3. Originate new business and strategically manage the portfolio. * Lead active prospecting initiatives for new clients. * Actively participate in credit discussions, including analysis and development of proposals for clients. * Monitor lead activation and conversion indicators. * Originate new business and identify credit/non-credit opportunities (cash, derivatives, IB, among others). * Expand the portfolio with sound risk management and structured business solutions for clients. * Plan visits and travel to cover the current portfolio and support prospecting efforts. * Track indicators, results, and portfolio performance using the bank's available tools. * Portfolio management with strategic oversight. * Schedule planning and alignment with partner/sales areas. * Anticipate client needs based on supporting reports. * Stay updated on market trends and products through news and sectoral reports. * Client service and support, ensuring direct responses or coordination via partner areas. * Portfolio management via CRM, ensuring strategic follow-up and interaction logging. * Management and monitoring of indicators (production, maturities, portfolio, market, targets, etc.). **Responsibilities and Duties** Portfolio Management Actively participate in credit discussions, including analysis and development of proposals for clients. Originate new business and identify credit/non-credit opportunities (cash, derivatives) **Requirements and Qualifications** Education: Bachelor's Degree in Economics, Bachelor's Degree in Finance, Bachelor's Degree in Accounting Language: English - Intermediate Certification: CPA-20 Technical Competencies: **Additional Information** **About IBBA:** Itaú BBA is the largest Corporate & Investment Bank in Latin America and part of Itaú Unibanco, one of the world's largest financial conglomerates. We serve institutional investors and companies with annual revenues exceeding R$ 30 million. Given the complexity of these clients' businesses, we understand our role must be highly customized. Our offerings include investment portfolios in assets, advisory services for mergers and acquisitions, equity offerings, securitization, derivatives, structured transactions, cash management, financing, guarantees, and more. These solutions are designed by a team of specialists based on each company’s profile and specific needs. **What benefits can I expect?** * Transportation Allowance * Meal Voucher (restaurants) / Food Voucher (supermarkets) * Health and Dental Plans * Life Insurance * Profit Sharing (subject to the bank's performance) * Private Pension Plan * Exclusive discounts on our financial products * Extended Maternity Leave * Daycare / Babysitter Assistance (for mothers and fathers) * Study Incentives * Gym Pass (or Bio Ritmo at select locations) * Access to Itaú Clubs (Guarapiranga / Itanhaém and São Sebastião) + Additional advantages you may learn about during the process * **Itaú encourages applications from people with disabilities for all positions; therefore, feel free to apply to roles marked as exclusive or non-exclusive for people with disabilities. We are committed to inclusion and value diversity.** Itaú will use the data provided for recruitment purposes, including storage in job databases hosted on third-party platforms. Should you wish to object to this usage or exercise any of your rights, please contact us through the channels available in Itaú Unibanco’s Candidate Privacy Policy (https://www.itau.com.br/privacidade/candidatos/). Acceptance is not required — this is purely informational. We are Brazil’s **largest private bank by market value** and the **most valuable brand in Brazil**, valued at **R$ 46.9 billion**, according to the Interbrand 2024 ranking. We are also the company that most **develops careers in Brazil**, as recognized by LinkedIn Top Companies for seven consecutive years, and have been awarded the **Best Internship Programs 2024** by CIEE. With the largest product portfolio in the sector nationwide and through our brands and commercial partnerships, we offer a broad range of career opportunities across diverse specialization areas — all driven by a powerful purpose: **delighting our customers by delivering exactly what they need, precisely when they need it!** Today, we have a team of over 90,000 employees (the “itubers”) spread across Brazil and abroad, operating in 18 countries.