Itaú USA · 1 day ago
Strategy Analyst
Miami, FL
Full-time
Onsite
Entry Level
1+ years expItaú USA is seeking candidates for their Strategist Analyst Program, which is a 2-year, non-rotational program designed for early-career professionals interested in investment strategy and financial markets. The role involves supporting the development of market and investment strategy materials, analyzing market trends, and collaborating with various teams within the bank.
Financial Services
Hiring Manager
Stephanie Aigner
Responsibilities
Support the development of market and investment strategy materials for internal and client-facing use
Assist with financial models, research databases, dashboards, and performance tracking tools
Analyze market trends, asset classes, portfolio performance, and client segments
Prepare data-driven insights and presentations to support decision-making
Collaborate with Relationship Managers, Product Specialists, and Investment Advisors
Contribute to research pieces and periodic strategy updates
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
1–2 years of experience in financial services, consulting, research, or similar fields
Strong analytical skills and attention to detail
Advanced Excel and PowerPoint skills
Clear written and verbal communication
Preferred
Experience with Bloomberg, FactSet, or similar tools
Familiarity with portfolio analytics, BI tools, or data visualization
Basic knowledge of Python or other analytical tools
Intellectual curiosity and a collaborative mindset
Benefits
Mentorship
Coffee chats and networking opportunities across different areas of the bank
Exposure to forums, discussions, and initiatives involving teams across the border
Continuous learning through real project work and collaboration
Company
Itaú USA
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mauricio Correa
CTO Itaú USA and Zurich
Fabiana Pascon
CFO
Company data provided by crunchbase