Junior Customer Intelligence Analyst

Description

**About Us** XP Inc. is one of Brazil's largest independent financial institutions, owner of brands including XP, Rico, Clear, XP Educação, InfoMoney, among 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** ------------------------ As a Junior Customer Intelligence Analyst, you will join our Research team and be responsible for administrative and financial routines within the area (documents, organizational chart, expense reimbursements, expenses, and corporate card), travel and event organization, and registration management (APIMEC, access to the Research portal). You will also serve as the focal point for suppliers, procurement, and finance teams, ensuring adherence to internal policies and smooth internal workflows. **What We Are Looking For** -------------------- **Essential Prerequisites:** * Excellent verbal and written communication skills (including in English); * Time management and adaptability to change; * Strong organizational skills and ability to manage multiple demands; * Proficiency in Microsoft Office tools and systems. **Challenges and Impact** ---------------------- * Responsible for administrative and financial routines in the area, including: organizing and maintaining administrative documents; updating the team’s organizational chart; approving and tracking team expense reimbursements; submitting and monitoring expense reports, including managing and tracking expenses related to the area head’s corporate card. * Responsible for approving and booking air tickets and hotel reservations. * Supporting travel agenda coordination (e.g., client and company meetings) and assisting with event organization (e.g., roadshows, conferences, investor meetings, offsites). * Responsible for managing and reporting analyst registrations with APIMEC. * Approving and managing client access to the Research portal. * Supporting governance and management of internal policy compliance (compliance, expenses, travel). * Guiding the team on internal workflows. * Acting as the main contact point with suppliers for service contracting/renewals, responsible for tracking contractual deadlines and recurring payments. * Registering and renewing purchase orders. * Creating and tracking purchase requests in internal systems (requisitions and purchase orders). Coordination with finance/procurement teams regarding payments. * **Process Steps** * **Initial Screening**: Resume review to assess alignment with qualifications and job requirements. * **General Assessments**: Evaluation of cultural fit using the Mindsight assessment and logical reasoning test from Predictive Index. * **Recruitment Team Interview**: Discussion about expectations for the role and professional goals. * **Technical Assessment**: Interview focused on role-specific competencies. * **Leadership Interview**: A conversation to discuss your vision and how you can contribute to the team and company. * **Peer Interview**: Interaction with future colleagues to evaluate synergy and teamwork. * **Culture-Focused Interview**: Exploration of company values and principles to ensure strong cultural alignment. * **Offer**: Presentation of the employment proposal, including details on compensation and benefits. **Benefits:** Health and Well-being: * Health insurance * Dental insurance * Wellhub (Gympass) * Zenklub * Life insurance * iFood Benefits (flexible VA and VR) * Transportation allowance * New Value (benefits club) * Parental leave: 6 months maternity leave and 20 days paternity leave * Childcare assistance Financial Life * Exclusive investment funds * Investment advisory services * XP Visa Infinite credit card with 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 — fully in-person for business-facing functions and more flexible for other teams. We follow a model with higher in-person frequency, always guided by flexibility and autonomy, aligned with the responsibility inherent in 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 Privacy Policy of XP Inc. Group and its vendors and partners supporting the selection process. XP Inc. Group may use artificial intelligence solutions to support the recruitment team throughout the process, which may involve processing your personal data for this purpose, in accordance with the principles of Brazil’s General Data Protection Law (LGPD) and XP Inc. Group’s Privacy Policy.*