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Bradesco Bank · 3 weeks ago

Investment Product Analyst / Fund Selector

Coral Gables, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Bradesco Bank is launching an international digital investment platform, and they are seeking an Investment Product Analyst / Fund Selector to join their Investment Products team. This role involves driving manager research and selection across various investment strategies, supporting product due diligence and onboarding, and collaborating with multiple stakeholders to ensure products meet client needs and regulatory standards.

BankingFinanceFinancial Services

No H1B

Responsibilities

Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price

Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures

Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations)

Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‑ready narratives

Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements

Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates

Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy

Qualification

Investment analysisFund structures & operationsQuant toolkitDocumentation & controlsLicensing (FINRA Series 7)Structured communicatorLearning agilityJudgment & integrityPortugueseTeam player mindset

Required

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

Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking

Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents)

Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence

Experience preparing due-diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures

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

Clear written and verbal communication; able to distill complex analyses into concise recommendations

Collaborative, and dependable—comfortable sharing credit and stepping up where needed

Preferred

FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire

Advanced degrees/designations (e.g., CFA, CAIA) are advantageous

Portuguese: Preferred (frequent interaction with Brazil-based stakeholders and documents) | English: Required

Company

Bradesco Bank

Bradesco Bank provides saving accounts, investment, credit card, finance, and banking operation services.

Founded in 1973

Coral Gables, Florida, USA

201-500 employees

https://bradescobank.com

Funding

Current Stage

Growth Stage

Leadership Team

Henrique Leme Pinto Lima

Chief Executive Officer

Ricardo Lanfranchi

CEO & President Bradesco Investments & Bradesco Global Advisors

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