Customer Support Analyst (Investment Fund Back Office)

Description

Job Summary: Back office analyst position at a techfin seeking a professional with experience in customer support within the financial and capital markets to assist in daily routines and operations. Key Highlights: 1. Strategic support for investment funds and fund managers 2. Primary contact point for client inquiries regarding fund transactions 3. Opportunity for professional development and ANBIMA certification We are a **techfin** that develops software for the capital markets, optimizing daily operations for fund managers and investment funds using our products. If you love technology, are interested in the financial market, and seek continuous learning and growth, you're already aligned with us! We are looking for an analyst to join our back office team who possesses knowledge of—or interest in—the financial and capital markets. To learn more about our products, visit https://investtools.com.br/ **Responsibilities and Duties** Our back office structure is the most technically oriented area concerning the capital markets. The investment fund back office at Investtools maintains continuous, direct relationships with the funds and fund managers we serve, closely monitoring and actively participating in each client’s development—handling everything from strategic matters to functional aspects of asset management through our solution. **We seek a professional with customer support experience and, ideally, experience in the financial market—particularly the capital markets.** If you possess excellent communication skills, enjoy helping people, and aim for professional growth, this opportunity may be right for you. In this role, you will serve as the primary point of contact between our clients and the company, supporting routines, addressing inquiries, and handling operations within our system. More than executing tasks, we expect someone capable of transforming operational processes into an exceptional client experience—ensuring every client feels secure, well-informed, and well-supported in all interactions. **Responsibilities and Duties:** * Serve as the primary contact point for client and partner inquiries regarding **fund transactions**. * Translate technical back office terminology into **clear, accessible, and client-oriented language**. * Collaborate with internal departments to resolve operational conflicts and issues, always prioritizing the **investor’s best interest**. * Deliver close, effective, and high-standard support—even under tight deadlines. **Requirements and Qualifications** * Bachelor’s degree completed in Economics, Accounting, Business Administration, Engineering, or related fields; * Prior experience in **customer support within the Investment or Financial Market segment**. * Solid understanding of how **Investment Funds** operate (pricing, settlement, and taxation). * Impeccable communication skills (written and verbal) and **strong active listening ability**. * Resilient profile, with the ability to professionally and courteously handle **demanding clients** and sensitive requests. * **ANBIMA Certification**: CPA\-20 or CEA * Existing financial certifications such as CPA20, CEA, and/or ANCORD are considered advantages. If you don’t yet hold any, that’s perfectly fine! Here, you’ll develop and study to obtain the **C\-PRO\-R**, ANBIMA’s updated certification—this is our Agreement #1 for your first three months with the company. **Additional Information** We maintain a physical office located in Porto Maravilha, Rio de Janeiro, but our team is distributed across Brazil. All positions are open for hybrid or fully remote work. * All IVT positions are open to persons with disabilities (PcD). Our selection processes make no distinction based on gender, sexual orientation, religion, belief, social status, or race. Do you identify with our purpose and values? Do you resonate with this opportunity? Then what are you waiting for? Apply now! **Investtools** is composed of a team of **innovation enthusiasts**, committed to revolutionizing the financial market through technology and creativity! We do not shy away from problems—in fact, we solve them. We are a **scale\-up**, a company no longer classified as a **startup**, having validated its business model and demonstrating long-term viability, high growth potential, and job creation capacity. And we continue growing—made possible only because we remain at the forefront: exploring new paths in the market and delivering solutions capable of transforming finance into a more practical, simple, and transparent space. ***Join Investtools!***