Job Summary: The Operations Desk Analyst translates strategy into concrete action, ensuring excellence and efficiency in managing client portfolios. Key Highlights: 1. Translates strategy into action, ensuring high-quality operational execution 2. Develops critical thinking, process-oriented vision, and understanding of impact 3. A key component in building a robust and scalable operation **ABOUT CLUBE DO VALOR** **Clube do Valor** was founded in **2015** with the genuine goal of transforming Brazilians’ relationship with money. Over time, we made mistakes and learned significantly. We realized that, for us, two things truly matter: **purpose** (what drives us) and **culture** (who we are and how we act). Our purpose is ambitious: **to bring financial peace of mind to all Brazilians**, enabling each person to live their dream life. To advance toward this purpose, we operate across two complementary fronts: education and investment management. To date, we have impacted over **40,000 Brazilians** through our content and reached **BRL 5.2 billion** in assets under management and advisory. **OUR VALUES** Our set of values reflects what it means to be an entrepreneur and a partner who creates VALUE for CDV: * We value results, hard work, and smart work; * We take ownership of our personal and collective growth; * We uphold integrity, transparency, and humility in everything we do; * We are relentless in delighting our clients and audience; * We recognize those who deliver with agility and adapt quickly. **ABOUT THE POSITION** Here, you will face the challenge of translating strategy into concrete action, ensuring that defined plans are executed with excellence, security, and efficiency across client portfolios. This position is **essential to the quality of operational execution**, safeguarding the client experience and assets, enhancing planners’ productivity, and supporting the scale and growth of **Clube do Valor**. More than merely executing orders, the **Operations Desk Analyst** develops critical thinking, process-oriented vision, and understanding of impact, serving as a key component in building a robust, efficient, and scalable operation. **WHAT WE LOOK FOR IN YOU** * Currently pursuing or having completed a degree in Business Administration, Economics, Accounting, Engineering, or related fields. * Holding C-PRO I, CEA, or CPA-20 certification. * Knowledge of fixed income, equities, investment funds, ETFs, and basic portfolio, risk, and diversification concepts. * Analytical profile, logical reasoning, and attention to detail, with the ability to quickly identify errors and inconsistencies. **YOUR RESPONSIBILITIES** * Actively contribute to continuous process improvement by proactively identifying bottlenecks and proposing solutions to structure and sustain the area’s accelerated growth. * Execute investment orders and support portfolio allocations, reallocations, and rebalancing, ensuring adherence to the strategy defined by the advisor. * Verify quantities, values, assets, and operational records, ensuring accuracy and minimizing errors. * Communicate with clients regarding operations scheduled for the day, providing full necessary support. * Follow and apply standardized Operations Desk processes and contribute to operational improvements by identifying bottlenecks and risks in processes. **OUR BENEFITS** **HEALTH** * **Conexa Saúde:** We value mental health care; therefore, we cover up to 4 therapy sessions per month. * **Health Insurance:** We value our employees’ health! We offer optional enrollment in the Unimed health plan at an affordable cost. * **Total Pass:** Access to an exclusive platform featuring workouts, recipes, meditation, gym discounts, and more. **EDUCATION AND DEVELOPMENT** * **CDV Courses:** We provide access to all our courses for our employees and up to 2 family members/friends. * **Learning Platforms:** A curated menu of courses available from various platforms. **WELL-BEING** * **Work Environment:** We believe in autonomy; thus, our environment is flexible and supports members’ development and growth. * **Maternity and Paternity Leave:** We understand this is a unique moment, so our club members enjoy extended leave benefits. **GROWTH** * **Leadership Development Program (PDL):** We value internal growth and leadership development. Our PDL targets employees pursuing management careers, offering learning paths, mentorship, and strategic development. * **Specialist Development Program (PDE):** An opportunity for a robust and continuous journey designed to cultivate top technical leaders within CDV. * **Partners Formation Program (PFPartners):** A pathway to becoming an owner of Clube do Valor, with a program designed to turn outstanding talents into partners. **FINANCIAL PEACE OF MIND** * **Flexible Multi-Benefit Program:** We use the Flash card, allowing you autonomy to allocate your benefit across transportation, meals, culture, leisure, and other categories. * **Wealth Services:** Discounted Wealth Management and Advisory services for all team members and their families. **MORE INFORMATION ABOUT CDV** * Our website: https://clubedovalor.com.br/ * Our social media: * Instagram: ramirogomesferreira, almeidabfelipe and clube.do.valor * Youtube: Clube do Valor * Linkedin: ClubeDoValor