Portfolio Solutions Analyst (Miami)

BTG Pactual

Location: Miami, Florida, United States
Job type: Full-time

Required skills

Microsoft Office
Visual Basic for Applications
Microsoft Internal Programming language

About the role

About the Company:

BTG Pactual is a distinguished international financial services firm headquartered in Brazil, boasting a global presence and over 25 years of experience in the industry. To learn more about our company, visit www.btgpactual.com. We are currently seeking a talented Portfolio Solutions Analyst to join our team based in Miami, FL.

Key Responsabilities

Assist in portfolio construction, asset allocation activities, and the overall investment process.
Monitor and support internal controls such as mandate adherence, performance tracking, risk exposures, liquidity/cash flow management, margin requirements, and trade execution workflows.
Prepare reports, dashboards, and presentations for internal stakeholders and external clients.
Ensure the timely and accurate execution of critical post-trade processes, including trade lifecycle management, reconciliation routines, corporate action processing, and client asset movements.
Develop, maintain, and enforce standard operating procedures (SOPs) to strengthen operational consistency, accuracy, and control.
Help maintain adherence to U.S. regulatory standards applicable to broker-dealer and investment management operations, including SEC, FINRA, and other regulatory frameworks.
Interface with internal teams, external clients, trading desks, and back-office areas to ensure seamless end-to-end operational processes.
Participate in cross-functional initiatives, particularly those related to integrating Brazilian operations with international platforms and expanding global capabilities.
Coordinate with Technology/IT teams on system enhancements, UAT testing, and implementation of new operational tools and technologies.
Contribute to continuous improvement efforts aimed at boosting process efficiency, automation, and accuracy.

Required Qualifications

Bachelor’s degree, preferably in finance, accounting, or economics
Institutional investment management or credit analysis experience
Strong communication and interpersonal skills to actively liaise internally with Partners, with our investors, and with third-party service providers.
Strong organizational abilities and file management
Microsoft office
Accurate and detailed oriented
Highly skills customer service
Familiar with Visual Basic Applications
Familiar with Microsoft Internal Programming language
Portuguese and/or Spanish preferred

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About BTG Pactual

Provides investment banking, wealth management, and asset management services.

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