Job Summary: Ensure monitoring and quality of financial and real estate investment information, contributing to decision-making, regulatory compliance, and sustainable value creation. Key Highlights: 1. Investment portfolio analysis and control 2. Real estate investment monitoring 3. Preparation of management reports and support for audits **Job Mission:** Ensure monitoring and quality of financial and real estate investment information, contributing to decision-making, regulatory compliance, governance, and sustainable value generation for the entity. **Responsibilities and Tasks:** * Monitor, control, and analyze investment portfolios, ensuring consistency of economic\-financial information. * Prepare periodic management reports on performance and investment returns, in compliance with the Investment Policy, internal regulations, and applicable legislation. * Perform reconciliations of positions, cash flows, and returns among internal systems, custodians, fund administrators, and asset managers. * Monitor macroeconomic and financial indicators impacting investment portfolios of plans and profiles. * Control, monitor, and update information related to owned properties and real estate investments. * Monitor real estate contracts (leases, assignments, invoices, purchases and sales), analyzing deadlines, adjustments, and associated risks. * Support analysis of real estate appraisal reports, feasibility studies, and technical documents related to assets. * Consolidate and analyze information on real estate revenues and expenses, occupancy rates, profitability, and economic performance of properties. * Support preparation of information and reports for the Executive Board, Councils, Investment Committees, and regulatory bodies. * Support internal and external audits by organizing information, documents, and evidence of processes under the Management Department’s responsibility. * Propose improvements to operational routines, automation, and standardization of controls and reports. * Perform other activities related to this position. **Education:** * Bachelor’s degree completed in Business Administration, Economics, Accounting, or related fields. Acceptable: Final semester currently in progress. **Experience:** * Recent graduate and/or at least 1 year of experience in this field or a similar role. **Certifications and Training:** * Advanced computer skills (Microsoft Office suite). * Certification \- Minimum CPA\-20 (ANBIMA) **Competencies:** * Adherence to methods and operational processes; * Financial mathematics; * Information control and analysis; * Report preparation and analysis; * Proficiency in Excel and management spreadsheets (formulas, pivot tables, controls); * Organization and deadline management; * Teamwork; * Communication; * Proactivity. **Benefits:** * Meal/Voucher Allowance: BRL 1\.940,71; Birthday day\-off; Early Friday (6 hours); Variable compensation: up to 30% of annual gross salary; Health and dental plan fully covered for employee and dependents; Group life insurance; Physical Activity Allowance: BRL 237,13; Private pension (100% employer-paid); Education allowance; Flexible working hours and others. **Work Schedule:** * 40 hours per week, Monday to Friday. **Note:** On\-site work arrangement, Salvador\-BA.
João Silva
Indeed · HR
João Silva
Indeed · HR
