Job Description

A leading global brokerage firm with a consolidated presence across multiple regions is seeking a CNPI-P or CNPI-T Analyst to take on a key role in establishing its new Research House. The company’s Brazilian operation focuses on investment research and asset analysis, aligned with CVM regulations and international best practices. 

This is an excellent opportunity for professionals who thrive in a dynamic, collaborative, and results-oriented environment—ideal for those seeking growth, continuous learning, and the chance to make an impact in the financial market. 

About the Role 

We are looking for a CNPI-P or CNPI-T certified professional with strong technical, analytical, and communication skills—someone capable of transforming data into insights, reports into strategies, and analysis into actionable market intelligence. The selected candidate will join the Research team, contributing to investment recommendations and market reports with high ethical and technical standards. 

Key Responsibilities 

• Conduct technical and/or fundamental analyses to evaluate and recommend securities such as stocks, options, derivatives, and futures in accordance with regulatory guidelines. 
• Issue buy/sell recommendations considering risk-return ratios, macroeconomic scenarios, and market benchmarks. 
• Prepare detailed reports on companies, sectors, and assets to support investor decision-making. 
• Develop and maintain financial and/or graphical models, as well as performance projections for portfolios. 
• Monitor economic indicators, political developments, and market events that may influence asset prices. 
• Communicate insights and analyses effectively to clients and internal stakeholders. 
• Produce educational and market content such as e-books, articles, guides, mini-courses, and reports to enhance financial literacy and reinforce the team’s expertise. 
• Contribute to the structuring and evolution of the Research area, supporting process improvements and governance standards. 

Requirements 

• University degree in a relevant field. 
• Active CNPI-P or CNPI-T (APIMEC) certification and registration with the CVM as a Securities Analyst. 
• Fluent English (spoken and written). 
• Proven experience in asset analysis, investment recommendations, and financial reporting. 
• Strong knowledge of domestic and international financial products. 
• Proactive, entrepreneurial, and collaborative approach. 
• Excellent verbal and written communication skills. 
• Proficiency in financial modeling and analytical tools (Excel, Power BI, TradingView, etc.). 
• Advanced MS Office skills. 

Desirable Qualities 

• Confidence in presenting or recording market commentary (video or live). 
• Experience in producing educational or research-based content (e.g., articles, e-books, mini-courses). 
• Ability to simplify complex analyses for a wide range of audiences.