What are the responsibilities and job description for the Corporate Strategy Specialist position at Itau US?
The Corporate Strategy plays a critical role in supporting the definition and delivery of the strategic agenda for WMS by delivering data-driven insights, optimizing performance measurement, and supporting execution of programs within the organization. This individual will collaborate with senior leadership and cross-functional teams to generate actionable intelligence, support strategic decision-making, and foster innovation to create long-term value.
Key Responsibilities
1. Data Collection & Analytics, Benchmarking, and Forecasting:
- Conduct comprehensive market and internal data collection and build and maintain value-add benchmarks, predictive models, and forecasts to enable superior decision-making and strategic moves.
2. OKR/KPI Optimization:
- Support the definition, tracking, and reporting of strategic OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators) to enable visibility on performance and ensure increased alignment.
3. Executive Strategy Support:
- Assist in the development of high-impact presentations for executive leadership and communicate complex data in a compelling and accessible manner to support leadership's strategic vision and decision-making process.
4. Project Portfolio Management & Delivery:
- Support coordination and tracking of the strategic project portfolio, collaborating with key stakeholders to manage timelines, deliverables, and resources to ensure optimal delivery of the strategic agenda.
- Support program leads with crafting and delivering solutions for strategic value creation programs.
5. Collaboration with Brazil Digital Product Managers:
- Support GPM in creating a bridge between the business leads and the Community in Brazil, ensuring effective communication and alignment across global teams.
6. Innovation Culture Development:
- Help foster an environment that encourages innovation, digital excellence, and continuous improvement across teams.
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures.
Qualifications
- 7 years of experience in Management Consulting, Wealth Management Corporate Strategy, or similar strategic roles, with exposure to US and/or European markets.
- Demonstrated experience in coordinating and driving strategic projects, from ideation through to successful delivery, ensuring impactful outcomes.
- Intellectual curiosity and a proven ability to rapidly develop expertise in new topics, industries, and emerging trends.
- Strong problem-solving ability to break down complex issues, structure frameworks, and apply analytical tools to derive solutions.
- Fluency with large data sets and advanced analytical tools, including data visualization and business intelligence software.
- Strong verbal and written communication skills, with the ability to influence senior stakeholders and present insights in a clear, compelling manner.
- Highly results-oriented, with a strong personal initiative and an entrepreneurial mindset.
- Collaborative, team-oriented operating style with a proven ability to work cross-functionally and across diverse teams.
- Bachelor's Degree in a relevant field (Business, Finance, Economics, etc.).
- Fluency in English and Portuguese is required for effective communication across global teams.
- Advanced MS Excel and PowerPoint skills, with the ability to create complex models, reports, and presentations.