Investment Product Analyst / Fund Selector

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

About the role:

We’re looking for an Investment Product Analyst / Fund Selector to join Bradesco’s Investment Products team in Miami. You’ll drive manager research and selection across mutual funds, ETFs, and alternative strategies, support product due diligence and onboarding, and partner with Sales, Compliance, and Operations to ensure products meet client needs and regulatory standards. 

Bradesco is launching an international digital investment platform, and this role will play an active part in shaping the new offering for digital clients. You will contribute to product architecture, selection, and governance for this innovative platform, ensuring a seamless experience for global investors - while continuing to support the broader investment product strategy across all channels.

The platform is initially designed primarily for W‑8 clients (non‑U.S. residents), making familiarity with international investment structures and cross‑border regulations essential. At the same time, knowledge of investment products for domestic U.S. clients is also key, as Bradesco continues to serve this segment. The team values versatility and holistic product expertise across both markets.

What you’ll do (Key Responsibilities):

• Manager & strategy research: Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price.
• Fund selection & governance: Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures.
• Product lifecycle: Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations).
• Portfolio analytics: Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‑ready narratives.
• Risk & compliance partnership: Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements.
• Stakeholder collaboration: Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates.
• Market monitoring: Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy.

Technical Qualifications:

• Investment analysis: Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking.
• Quant toolkit: Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents).
• Fund structures & operations: Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence.
• Documentation & controls: Experience preparing due‑diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures.
• Licensing: FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire.

What makes you successful here:

• Ownership & bias to action: Proactive, organized, and able to manage multiple workstreams against deadlines.
• Learning agility: Curious, adaptable, and eager to improve processes and tools.
• Judgment & integrity: High ethical standards; balances investment conviction with risk and compliance requirements.
• Structured communicator: Clear written and verbal communication; able to distill complex analyses into concise recommendations. Comfortable presenting to committees and to Sales team; incorporates feedback and documents decisions.
• Team player mindset: collaborative, and dependable—comfortable sharing credit and stepping up where needed. Thrives in cross‑functional settings and builds trust with stakeholders across Products, Sales, Compliance, Legal, Ops, and Technology.

Education & Experience:

• Bachelor’s degree required—Finance, Economics, Engineering, Mathematics, or a closely related field.
• 3–7 years of relevant buy‑side/sell‑side experience in manager research, product analysis, or portfolio analytics.
• Advanced degrees/designations (e.g., CFA, CAIA) are advantageous.
• Portuguese: Preferred (frequent interaction with Brazil‑based stakeholders and documents) | English: Required.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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