Portfolio Solutions Analyst (Miami)

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