Risk Management Specialist

2 weeks ago


Miami FL USA, United States Itau Full time
Job Title: Client Risk Officer

We are seeking a highly skilled Client Risk Officer to join our Risk Management team at Itau. As a key member of our team, you will be responsible for ensuring the suitability and appropriateness of clients' investments, analyzing financial instruments and operations, and monitoring portfolio performance.

Key Responsibilities:
  • Prepare and execute analysis, controls, and reporting indicators related to clients' investments' suitability and appropriateness.
  • Analyze different types of financial instruments and financial operations.
  • Monitor the portfolios' performance calculation process and results.
  • Test and implement quality assurance processes for client-facing systems.
  • Report to Senior Management.
  • Participate in the Bank's projects.
Requirements:
  • Bachelor's degree in Economics, Business Administration, Finance, Engineering, Mathematics, Statistics, or related field.
  • Minimum 4 years of relevant work experience.
  • Experience with financial instruments and risk management.
Essential Skills and Attitudes:
  • Knowledge of common financial products and asset classes.
  • Fluent in English and Portuguese.
  • Analytical and accurate.
  • Well-structured and attentive to details.
  • Adaptable and open-minded.
  • Collaborative and team-player.
  • Creative.
  • Advanced Microsoft Office Excel skills.
Desired Skills:
  • Portuguese language knowledge.
  • VBA and/or SQL skills.
  • Bloomberg know-how/skills.
  • Alteryx.


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