Information Technology Jobs in Kendall, FL
84 positions found — Page 3
Human Resources Manager
Location: Fountainebleau, FL
Schedule: Onsite
We are seeking an experienced and hands-on Human Resources Manager to lead and oversee all HR functions within a dynamic manufacturing environment. This role will be responsible for driving HR strategy, ensuring compliance, supporting leadership, and building programs that strengthen employee engagement and organizational performance.
This is a high-impact leadership position reporting directly to senior management.
Key Responsibilities
- Lead and manage all Human Resources and Payroll operations
- Develop and implement HR strategies, policies, and procedures
- Oversee recruitment, hiring, onboarding, and workforce planning for exempt and non-exempt roles
- Administer compensation programs, conduct salary analysis, and manage merit planning
- Ensure compliance with California and federal employment laws
- Manage employee relations, performance management, discipline, and conflict resolution
- Oversee leaves of absence including medical and workers' compensation
- Maintain required compliance programs (AAP, OSHA logs, reporting requirements, etc.)
- Update and maintain employee handbook and HR policies
- Represent the company in employment-related matters including investigations and claims
- Partner with leadership to drive organizational development initiatives
- Administer company training programs and support performance-based culture initiatives
Qualifications
- Bachelor's degree in Business or related field preferred
- 7–10+ years of progressive HR experience, including at least 5 years in a leadership role
- Strong background as an HR generalist in a manufacturing environment
- Thorough knowledge of California employment law
- Experience with compensation planning and performance management systems
- Proven success in recruiting and retaining diverse talent
- Experience with ADP payroll systems preferred
- Bilingual (English/Spanish) a plus
- Strong project management and organizational skills
- Ability to handle sensitive matters with discretion and professionalism
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Additional Requirements
This position requires access to export-controlled information and hardware. Applicants must qualify as U.S. Persons under ITAR regulations (U.S. Citizen, U.S. Permanent Resident, or otherwise authorized under 8 USC 1324b(a)(3)).
The Credit Analyst is responsible for preparing accurate corporate financial spreads, analyzing financial statements, and underwriting commercial and other credit facilities. This role supports lending and credit leadership by developing detailed credit analysis reports used by lending officers and Credit Committees to evaluate and approve credit requests for domestic and international borrowers. The analyst will also conduct industry analysis and Country Risk analysis when exposure exists.
The position requires a strong understanding of financial analysis, credit policy, and risk assessment. The Credit Analyst is expected to study and follow the institution's loan policies while performing their responsibilities and will cross-train with credit and finance teams to gain exposure to additional duties and processes within the department.
Principal Duties and Responsibilities:
- Prepare comprehensive credit analysis reports for lending officers and Credit Committees supporting approval or denial of credit facilities for corporations and individuals.
- Assign appropriate NAICS codes to borrower businesses and analyze the industries in which they operate.
- Verify financial reporting requirements to ensure borrower financial information meets internal credit policy standards.
- Spread financial statements and tax returns using internal financial analysis systems.
- Analyze financial ratios and trends to assess the level of risk associated with new, renewed, modified, or refinanced credit requests.
- Review comparative spreads and peer group ratios and develop conclusions regarding borrower performance and industry positioning.
- Run and evaluate credit reference reports, including Tri-Merge credit reports, D&B reports, and other relevant sources.
- Prepare Annual Credit Reviews for existing borrowers.
- Conduct background and compliance checks, including OFAC screening, public records research, and online searches.
- Request and review credit references from other lenders and available financial sources.
- For Commercial Real Estate (CRE) transactions, confirm collateral position by researching county and state records to verify lien priority.
- Prepare written credit memoranda summarizing financial analysis, risk considerations, and recommendations regarding creditworthiness.
- Develop industry and market analysis for borrowers and sectors in which credit exposure exists.
- Prepare Country Risk analysis where international exposure is present.
- Provide preliminary assessments on whether proposed or existing loans fall within established credit policy guidelines.
- Assist senior credit staff and the Chief Credit Officer with analysis, reporting, and departmental initiatives.
- Assist in organizing Credit Committee meetings and prepare meeting minutes when required.
- Prepare credit monitoring and portfolio reports for internal leadership and head-office reporting.
- Cross-train in loan documentation review and finance department functions as assigned.
- Ensure compliance with OFAC regulations, a responsibility shared by all employees.
- Support additional projects or assignments as directed by the Chief Credit Officer.
Minimum Requirements:
- Bachelor's degree in Accounting, Finance, Statistics, or Mathematics required.
- Minimum of five (5) years of experience in financial spreading and underwriting commercial credit transactions.
- Proficiency in Microsoft Office Suite and financial spreading or credit analysis systems such as CreditLens or similar platforms.
- Strong analytical, research, and problem-solving skills, with the ability to interpret financial data and assess credit risk.
- Excellent written and verbal communication skills with the ability to prepare clear credit memoranda and reports.
- Fluency in both English and Spanish (written and spoken) required.
- The role requires sustained attention to detail, financial analysis, and documentation review, including extended periods of reading, typing, and numerical analysis.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you'll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you're looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you're delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click "Sign UpApply Now" and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you'll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you're looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you're delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click "Sign UpApply Now" and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Customer Care Specialist/Receptionist - Jaguar Land Rover South Dade
US-FL-Palmetto Bay
Job ID: 2025-2153
Type: Part-Time
# of Openings: 1
Category: Customer Service/Support
Jaguar Land Rover South Dade
Overview
Our Jaguar Land Rover South Dade dealership is hiring for a full-time Customer Care Specialist to join our team! This team member must be flexible to work weekends and holidays, if needed. This position requires a highly adaptable individual to be able to point customers to the correct information/individual being sought. Incumbent is the first point of contact with customers and shall represent the company in a positive light by greeting customers in a friendly upbeat manner, answer inquiries and provide information to the walk-in and phone-in customers, potential customers, visitors, and other interested parties regarding product, activities conducted at establishment and location of departments, offices, and employees within the organization.
Responsibilities
- Operate telephone switchboard to answer, screen, or forward calls, providing information and taking messages.
- Greet persons entering the premises in a cheerful upbeat manner, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Assist in uploading factory parts invoices
- Assist in uploading / reviewing dealer tire invoices to DI
- Process vendor invoices for parts (creating purchase orders ad submitting for payment)
- Provide and deliver the highest standards of service to our customers and provide assistance as needed.
- Works closely with salesperson
- Transmit information or documents to customers, using computer, mail, or fax.
- Hear and resolve complaints from customers or the public.
- Provide information about the company, such as location of departments or offices, employees within the organization, or services provided.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Process and prepare memos, correspondence, or other documents.
- Participates in required training
- Keep a current record of staff members' availability.
- Maintain lobby or reception area clean, neat and well organized.
- Maintains an organized, clean and safe work area
- Complies with company’s policies and procedures
- Other duties as assigned
Qualifications
Education: High School Graduate or General Education Degree (GED): Required Experience: One year of customer service oriented experience in a position with high walk-in traffic. Computer Skills: This position requires an intermediate level of competency using Microsoft Office Suite. Other Requirements:
- Bilingual in English and Spanish is required.Incumbent must maintain a polished, professional appearance. This position requires incumbent to be highly reliable and on time to work as scheduled.
PIf5499f2c8955-3631
We’re unique. You should be, too.
We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?
We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.
The Healthcare Sales Representative, is an outside healthcare sales representative who’s responsible for generating sales leads and membership by nurturing productive relationships with senior citizens, key local community partners and senior-focused businesses to enroll new patients to ChenMed. The Healthcare Sales Representative is the first of three separate tiers as part of the overall Healthcare Sales Representative Success Plan and growth career path at ChenMed.The incumbent in this role is developing skills to arrange, design, and orchestrate sales events and to develop fun and cost-effective techniques to keep senior participation and satisfaction high, in part to drive referral sales from satisfied patients to help fuel membership growth. He/She learns to effectively communicate the ChenMed/JenCare value proposition at community events
ESSENTIAL JOB DUTIES/RESPONSIBILITIES:
COMPETENCIES:
- Begins to nurture, build and cultivate direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round.
- Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the ChenMed value proposition.
- Start planing, coordinating and executing local events within the community (e.g., information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare-eligible seniors, age 55 and older).
- Start cultivateing strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep ChenMed/JenCare Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician.
- Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth.
- Schedules one-on-one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place.
- Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to ChenMed/JenCare Medical Centers.
- Learns to use marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (i.e., SalesForce). Utilizes CRM tool to document interactions with clients and ensures effective management of leads.
- Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels.
- Recovers dormant customers via sales tools and marketing campaigns.
- Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences.
- Develops distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data.
- Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners.
- Builds trusting relationships with brokers/insurance agents/case workers/third party vendors associated with seniors with supervision Develops and executes specific broker and partner strategies and plans.
- Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues as required.
- Performs other related duties as assigned.
Instills trust
Gaining the confidence and trust of others through honesty, integrity, and authenticity
- Follows through on commitments
- Is seen as direct and trustful
- Keeps confidences
- Practices what he/she preaches
- Shows consistency between words and actions
Results driven
Consistently achieving results, even under tough circumstances
- Has a strong bottom-line orientation
- Persists in accomplishing objectives despite obstacles and setbacks
- Has a track record of exceeding goals successfully
- Pushes others
Action oriented
Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Readily acts on challenges, without unnecessary planning.
- Identifies and seizes on new opportunities
- Displays a can-do attitude in good and tough times
- Steps up to handle tough issues
Effective communication
Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
- Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels
- Attentively listens to others
- Adjusts to fit the audience and the message
- Provides timely and helpful information to others across the organization
- Encourages the open expression of diverse ideas and opinions
Resiliency
Rebounding from setbacks and adversity when facing difficult situations
- Is confident under pressure
- Handles and manages crises effectively
- Maintains a positive attitude despite adversity
- Bounces back from setbacks
- Grows from hardships and negative experiences
Networking
Effectively building formal and informal relationship networks inside and outside the organization
- Builds strong formal and informal networks.
- Maintains relationships across a variety of functions and locations
- Draws upon multiple relationships to exchange ideas, resources, and know-how
Customer focus
Building strong customer centric relationships and delivering customer-centric solutions
- Gains insight into customer needs
- Identifies opportunities that benefit the customer
- Builds and delivers solutions that meet customer expectations
- Establishes and maintains effective customer relationships
Persuasiveness
Using compelling arguments to gain the support and commitment of others
- Positions views and arguments appropriately to win support
- Convinces others to take action
- Negotiates skillfully in tough situations
- Wins concessions without damaging relationships
- Responds effectively to the reactions and positions of others
KNOWLEDGE, SKILLS AND ABILITIES:
High business acumen and acuity
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment
Demonstrated knowledge ofnegotiation, probing skills, closing skills and handling objections
Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools (Salesforce) plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software
Excellent interpersonal and problem solving skills. Must have the patience and ability to engage customers in conversation
Excellent written and verbal communication skills, including a clear, confident speaking voice and a friendly rapport with customers. (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.)
Must have the ability to be flexible and creative in dealing with customers. Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers. Must be persuasive and highly motivated to make sales, with the ability to close sales without being perceived as pushy
Good keyboarding skills are needed. Ability to accurately type a significant number of words per minute
Spoken and written fluency in English
Bilingual is a plus
Ability and willingness to travel locally, regionally and nationwide up to 75%; work is primarily conducted off ChenMed premises
This position required use and exercise of independent judgment
EDUCATION AND EXPERIENCE CRITERIA:
- High School Diploma or GED required. Bachelor's degree in Marketing, Business Administration or a related field preferred OR additional combination of formal education, training and experience above the minimum will be considered in lieu of the education on a year-for-year basis.
- A minimum of 2 years of successful sales experience is required. Working with seniors a plus, as is a general understanding of Medicare Advantage
- A minimum of 2 years of business-to-business experience or equivalent management experience preferred
- Relevant sales experience with establishing and maintaining relationships with business/vendor partners
- Experience in telesales to input sales data into a computer while on the telephone with a customer
- This position requires possession and maintenance of a current, valid Driver’s License
PAY RANGE:
$38,509 - $55,013 SalaryThe posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for a bonuses or commissions.
EMPLOYEE BENEFITS
’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care.
ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day.
Current employees, if you want to apply to our internal career site, please click HERE
Current Contingent Worker please see job aid HERE to apply
#LI-HybridFormulate and implement strategic business plans specific to the needs of individual accounts to retain existing business for the Lab and to educate and assist accounts in the utilization of premium lens products
Cultivate and develop strong business relationships with doctors and their staff
Educate customers on industry trends and new lens products in order to inform and assist with business decisions
Maintain current working knowledge of existing and new products/services and other general information to ensure accurate information is provided
Act as liaison between Lab and customers to ensure service levels and expectations are met
Collaborate with marketing and product development to address customer's needs and analyze market data
Document sales activity and monitor account growth within defined territory
Develop and deliver presentations to doctors' staff on both a small and large scale
Job Specifications
Typically has the following skills or abilities:
Bachelor's Degree in Business or related field, or equivalent experience
Two years or more direct outside sales experience
Broad knowledge of ophthalmic lenses and coatings preferred
Excellent verbal and written communication and presentation skills
Demonstrated track record meeting sales/revenue goals with major account responsibility
Must travel more than 50% of the time
Clean DMV record
Candidate must reside within the territory. The territory will include Miami, Fort Lauderdale, Florida and Puerto Rico.
#LI-OPTICS
Compensation range for the role is listed below. Applicable salary ranges may differ across markets.Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here.
Salary Ranges: $58,656.00 - $80,743.65VSP Vision is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, gender, race, color, religion, sex, national origin, disability or protected veteran status. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws.
Notice to Candidates: Fraud Alert - Fake Job Opportunity Solicitations Used to Collect Fees/Personal Information.
We have been made aware that fake job opportunities are being offered by individuals posing as VSP Vision and affiliate recruiters.Click hereto learn about our application process and what to watch for regarding false job opportunities.
As a regular part of doing business,VSPVision ("VSP")collects many different types ofpersonal information, including protected health information, about ouraudiences, includingmembers, doctors,clients, brokers, business partners,andemployees. VSP Vision employees will have access to this sensitive personal information and are subject to follow Information Security and Privacy Policies.
The Miami, Ft. Lauderdale and Tampa offices of Akerman LLP seek Associates with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of The Florida Bar.
About the Firm
Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions
- Top 100 U.S. Law Firms (The American Lawyer)
- Among the Most Innovative Law Firms (Financial Times)
- Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
- Ranked among the Top Large Law Firms for Diversity (Law360)
- Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
- Leadership Council on Legal Diversity, 2023 Top Performer
Equal Employment Opportunity Policy
We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.
Note to Search Firms
Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.
Only Candidates with US Work Authorization will be considered.
Scope of Responsibilities:
- Assist in the design and rollout of a custody program in accordance with applicable regulations.
- Support the drafting and maintenance of policies and procedures related to custody operations.
- Conduct compliance monitoring and testing activities to identify potential risks and ensure adherence to regulatory requirements.
- Collaborate with internal teams including Operations, Legal, Risk, and Technology to support custody-related initiatives.
- Maintain records and assist in reporting obligations related to custody services.
- Provide support in training staff on custody-related compliance topics.
- Provide full support to the CCO, during internal and external audits and reviews from the regulatory agencies.
- Perform any other task as per the request of the CCO.
Experience:
- Strong foundation in broker-dealer compliance and custody regulations
- Excellent written and verbal communications skills.
- Be a self-starter, with a strong work ethic and the ability to both research and generate new approaches to problems.
- Ability to multi-task and work under tight deadlines.
- Well-organized.
- Collaborative mindset
- Analytical skills
Education:
- Associate degree in relevant field preferred; education may be substituted with extensive banking compliance experience and knowledge.
- FINRA SIE
- FINRA Series 7
- FINRA Series 24 (or willingness to obtain)
Language: Spanish and English, Portuguese (not required, but a plus)
Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
About the role:
We're looking for an Investment Product Analyst / Fund Selector to join Bradesco's Investment Products team in Miami. You'll drive manager research and selection across mutual funds, ETFs, and alternative strategies, support product due diligence and onboarding, and partner with Sales, Compliance, and Operations to ensure products meet client needs and regulatory standards.
Bradesco is launching an international digital investment platform, and this role will play an active part in shaping the new offering for digital clients. You will contribute to product architecture, selection, and governance for this innovative platform, ensuring a seamless experience for global investors - while continuing to support the broader investment product strategy across all channels.
The platform is initially designed primarily for W‐8 clients (non‐U.S. residents), making familiarity with international investment structures and cross‐border regulations essential. At the same time, knowledge of investment products for domestic U.S. clients is also key, as Bradesco continues to serve this segment. The team values versatility and holistic product expertise across both markets.
What you'll do (Key Responsibilities):
- Manager & strategy research: Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price.
- Fund selection & governance: Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures.
- Product lifecycle: Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations).
- Portfolio analytics: Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‐ready narratives.
- Risk & compliance partnership: Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements.
- Stakeholder collaboration: Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates.
- Market monitoring: Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy.
Technical Qualifications:
- Investment analysis: Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking.
- Quant toolkit: Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents).
- Fund structures & operations: Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence.
- Documentation & controls: Experience preparing due‐diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures.
- Licensing: FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire.
What makes you successful here:
- Ownership & bias to action: Proactive, organized, and able to manage multiple workstreams against deadlines.
- Learning agility: Curious, adaptable, and eager to improve processes and tools.
- Judgment & integrity: High ethical standards; balances investment conviction with risk and compliance requirements.
- Structured communicator: Clear written and verbal communication; able to distill complex analyses into concise recommendations. Comfortable presenting to committees and to Sales team; incorporates feedback and documents decisions.
- Team player mindset: collaborative, and dependable—comfortable sharing credit and stepping up where needed. Thrives in cross‐functional settings and builds trust with stakeholders across Products, Sales, Compliance, Legal, Ops, and Technology.
Education & Experience:
- 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.
- Advanced degrees/designations (e.g., CFA, CAIA) are advantageous.
- Portuguese: Preferred (frequent interaction with Brazil‐based stakeholders and documents) | English: Required.
Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.