**About Us** XP Inc. is one of Brazil’s largest independent financial institutions, owning brands such as XP, Rico, Clear, XP Educação, InfoMoney, and others. With over 4.6 million active clients and more than R$1.1 trillion in assets under custody, XP Inc. has been transforming the financial market for 24 years to improve people’s lives. Guided by a distinctive culture rooted in four core values \- **Big Dreams, Entrepreneurial Spirit, Customer Focus, and Open Mind** \- XP Inc. continuously seeks top talent with the ambition to achieve the impossible. **About the Opportunity** ------------------------ About the role: * Serve as the reference expert for performance analysis and strategic projects within the Securities Services Business Unit (BU). * Support leadership in defining, monitoring, and reviewing the BU’s strategy, with emphasis on efficiency, growth, and excellence in client delivery. * Bridge business vision, data, and operations to recommend initiatives that generate measurable impact on results. Key responsibilities: * Structure and conduct performance analyses (revenue, costs, profitability, market share, productivity, SLAs, NPS, and others). * Apply problem-solving methodology (problem definition, hypothesis generation, analysis, synthesis) to strategic and continuous improvement topics. * Develop and monitor BU key performance indicators (KPIs), proposing adjustments and corrective actions. * Support the formulation, prioritization, and execution of the BU’s strategic plan. * Conduct market analyses and industry benchmarking for investment funds and fiduciary/securities services to inform decisions. * Prepare executive materials (presentations and reports) for senior management, featuring clear, concise, and decision-oriented messaging. * Collaborate on cross-functional projects with areas including Operations, Products, Sales, Risk, Controllership, and Technology. * Identify opportunities for operational efficiency gains, process automation, and resource allocation optimization. * Support evaluation of new products, services, and partnerships for the Securities Services BU. * Ensure consistency, quality, and robustness of data sources used in analyses. Learn more about our day-to-day on Instagram and LinkedIn. Check out our Glassdoor reviews. **What We’re Looking For** -------------------- **Essential Requirements:** * Bachelor’s degree completed in Engineering, Business Administration, Economics, or related fields. Solid experience in: * Strategy, performance, planning, or business intelligence within financial institutions — prior experience in management/strategy consulting is preferred. * The investment fund industry and/or fiduciary/securities services (administration, custody, controllership, recordkeeping, etc.). * Proven experience with data-driven analytical projects focused on performance improvement and/or strategy definition. Technical prerequisites: * Proficiency in problem-solving methodology (structuring problems, prioritizing hypotheses, designing analyses, synthesizing insights). * Strong analytical capability, with comfort using data intensively for decision-making. * Advanced Excel (modeling, pivot tables, complex formulas, sensitivity analysis). * Experience with data visualization tools (e.g., Power BI, Tableau, or similar). * Knowledge of major investment products (open/closed-end funds, structured funds, FIDCs, FIPs, ETFs, pension funds, etc.). * Understanding of the operational workflow of Securities Services (fund administration, custody, fund controllership, pricing, settlement, etc.). * Ability to build and maintain economic-financial performance models (margin, cost allocation, product/client profitability). Technical differentiators: * Prior experience in management/strategy consulting (MBB, boutique strategy firms, or Big 4 consulting practices). * Previous roles in strategic planning, business performance, corporate finance, or PMO within financial institutions. * Experience with digital transformation, automation (RPA), or process improvement initiatives (Lean, Six Sigma, etc.). * Knowledge of regulations and self-regulation applicable to the fund industry (CVM, ANBIMA). * Familiarity with SQL, Python, or other data analysis programming languages (considered a plus). **Differentiators:** * Clear and structured communication (written and verbal), with ability to engage effectively across all hierarchical levels. * Strong synthesis skills: translating complex analyses into simple, logical, and executive-level messages. * Strategic mindset combined with operational understanding: connecting daily operations to medium- and long-term strategy. * Results orientation: disciplined tracking of action plans, deadlines, and goals, with focus on tangible impact. * Proactivity: identifying problems and opportunities before they are requested, proposing well-structured solutions. * Resilience: maintaining focus and delivery quality in high-pressure environments, shifting priorities, and demanding timelines. * Adaptability: comfort operating amid changing directions, new projects, and evolving regulatory contexts. * Collaborative profile, with ease building relationships and working cross-functionally across departments. * Business-owner mindset: critical perspective on costs, revenues, risks, and service quality. **Challenges and Impact** ---------------------- * Work in a transforming area, supporting the evolution of the Securities Services business model. * Navigate a regulated and complex environment, balancing security, compliance, and operational efficiency. * Build analyses and KPIs from fragmented or evolving data sources. * Influence strategic decisions amid multiple stakeholders and competing priorities. * Support implementation of improvement initiatives within a high-operational-load environment. Expected impact: * Directly contribute to increasing the profitability and competitiveness of the Securities Services BU. * Strengthen the BU’s position in the fund industry through more robust, scalable, and client-centric services. * Elevate performance intelligence by delivering consistent and timely inputs to senior management. * Support development of a clear strategic agenda with well-defined and tracked priorities. * Improve operational efficiency through analyses guiding investments, automation, and process realignment. * **Process Steps** * **Initial screening**: Resume review to assess alignment with qualifications and job requirements. * **General assessments**: Cultural fit evaluation via Mindsight assessment and logical reasoning test via Predictive Index. * **Recruitment team interview**: Discussion on expectations regarding the role and professional objectives. * **Technical assessment**: Case study focused on role-specific competencies. * **Leadership interview**: A conversation to explore your vision and how you can contribute to the team and company. * **Peer interview**: Interaction with future colleagues to assess synergy and teamwork. * **Offer**: Presentation of the employment proposal, including remuneration and benefits details. **Benefits:** Health and wellbeing: * Health insurance * Dental insurance * Wellhub (Gympass) * Zenklub * Life insurance * iFood Benefits (flexible VA and VR) * Transportation allowance * New Value (benefits club) * Parental leave: 6-month maternity leave and 20-day paternity leave * Daycare allowance Financial life * Exclusive investment funds * Investment advisory services * XP Visa Infinite credit card (no annual fee) * Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.) **Flexible In-Person Work Model** Our work model varies by role, ranging from fully in-person for business-facing functions to greater flexibility for other teams. We follow a model with higher in-person frequency, always guided by flexibility and autonomy — aligned with our entrepreneurial culture. At XP Inc., we value personal interactions and believe the office serves as a tool to strengthen workplace relationships. * *By proceeding with your application, you declare that you have read, understood, and agree to the XP Inc. Group Privacy Policy and those of its vendors and partners supporting the recruitment process. The XP Inc. Group may use artificial intelligence solutions to support the recruitment team during the process, which may involve processing your personal data for this purpose, in accordance with the principles of the General Data Protection Law and the XP Inc. Group Privacy Policy.*
João Silva
Indeed · HR
João Silva
Indeed · HR
