Sales Jobs in Kendall Florida

In this position, incumbent will manage, write, and track all Reconditioning, PDI, and Inventory Recall’s. Responsible for communication, work allocation, supervision of a team of (or individual) Technicians and Porters to ensure efficient and productive team performance and a compliant reconditioning process. An ideal candidate will have strong customer service skills with the motivation to achieve goals. 

The incumbent is responsible for efficient and timely processing of used vehicle reconditioning, PDI’s, and recall completion for all New / Used vehicles. The Reconditioning Manager’s goals are to produce:

• Increased Used Vehicle Gross and average monthly sales, by providing high quality, front line ready vehicles ready to be placed on-line.
• Increased Service/Parts Internal Gross, managing the Recall, Reconditioning and PDI process.

• Responsible for all internal repair orders written for PDI, CPO, New / Used Required Recalls and reconditioning service for all used vehicles.
• Participate in service and sales team meetings to provide updates on prior day performance.
• In conjunction with Service Director/ Manager the incumbent will maintain a schedule of Reconditioning / PDI Service Technician and Porter absences for training, vacation or personal reasons to assure a proper staffing to meet work demands.
• Identify all store inventory with open recalls, schedule and complete when parts are available.
• Liaise with parts / service team for timely recall completion. For non-brand products, the incumbent will liaise with other company stores selling the brand or non-company stores for recall completion.
• Create a comprehensive estimate based on their inspection and technician findings. The estimate must include contains specific work required, total cost and timing prior to work being performed. Estimate must be sent to via email to Sales Management Team for approval.  
• All repairs shall be on single repair order and closed by next business day of work completion.
• Insure best parts options and correct price is used for all recon work. Insure the correct labor time and sale amount are used based on an approved labor time guide.
• Perform QC’s for Jaguar and Land Rover and record findings using the SEF tool.
• Insure each CPO criteria is fulfilled, consistent with OEM and WHAG Standards.   
• Manage the Reconditioning Vendor relationships, to improve quality, cycle time and accurate timely invoices.

• High school diploma or general education degree (GED) required.
• Clean driving record and valid Driver License as this position operates motor vehicles.
• Flexibility to work various hours and weekends.
• Excellent communication skills both oral and written.
• Proper email and telephone etiquette.
• Must be comfortable with public communication.
• Intermediate level of competency using Microsoft Office Suite.

PId563ed9ead76-3631

• 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

• 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 will only consider applicants who are currently residing in South Florida**

About MMG

MMG Equity Partners is a Miami-based, family-led real estate investment and development platform with a portfolio of retail shopping centers across South Florida. Beyond the real estate business, MMG operates a private family office that manages investments, insurance, and financial reporting across multiple entities and family members. MMG separately owns Tamarack Resort in Idaho. We are a flat, fast-moving organization where you will work directly with principals — not layers of management.

This is a ground-floor role. We are building the function from scratch. The right person will define what AI means at MMG, then build it.

The Role

The Director of AI Initiatives & Adoption is responsible for identifying, implementing, and managing AI tools and systems that meaningfully improve how MMG operates across real estate and family office functions. Every project you take on must connect to a business outcome — faster decisions, better data, more deals, reduced overhead.

You will own four things: identifying where AI creates real value at MMG, building or procuring the tools to capture that value, driving adoption across the team and continuously improving how those tools are used, and ensuring the systems are secure and maintainable. Implementation without adoption is not success.

• Reports to Managing Director
• Direct reports - contractors and freelancers as needed
• Current IT Enviroment - outsourced IT for network support

Current Tech Stack (what you are walking into)

You need to understand these systems deeply. Part of your job is figuring out how to connect them and leverage AI to make us more productive/competitive

What you will work on

Below are four areas where we believe AI creates the nearest near-term value at MMG. You first job is to work with the leaders in each area to assess each, prioritize, and build a 6-month roadmap. In addition to the below, the right individual will identify a myriad of other AI use cases to add value and reduce repetitive tasks.

1. Leasing and Tenant Prospecting

MMG owns retail shopping centers and is responsible for filling vacancies with the right tenants – while we work with third party leasing firms, we wish to supplement their efforts by generating direct leads.

• Design and build AI scraping tools to compile databases of South Florida retailers and service businesses for targeted uses
• Build a tool to identify prospective uses/tenants: given a vacancy (size, location, co-tenancy, demographics), which business types and specific operators are the best candidates?
• Design and build AI-assisted leasing outreach workflow: targeted uses identified for vacancies → database queried → outreach drafted and sent → responses tracked in Dynamics (or other CRM)
• Activate Microsoft Dynamics (or other) as the CRM for online leasing
• Identify tools or workflows to monitor existing tenant health (sales reporting, foot traffic, business review signals) to get ahead of vacancies before they happen
• Identify and implement AI-assisted lease abstracting tool to best fit our environment

2. Real Estate Acquisitions

MMG evaluates potential acquisitions across South Florida. Today this process is manual and dependent on individual knowledge. AI can accelerate every stage.

• Design and build AI scraping tools to compile databases of South Florida real estate owners
• Build an AI-assisted underwriting workflow that pulls property data, comps, and market context into a structured analysis template
• Identify AI tools for market intelligence — rent growth trends, cap rate movements, retail category performance by submarket
• Evaluate AI-powered deal sourcing tools (e.g. CoStar integrations, off-market sourcing platforms

3. Private Family Office

MMG's family office manages investments, insurance, and financial reporting for family members. This is a sensitive area requiring strict data governance — but it also has high-value AI applications.

• Addepar AI integration: explore ways to use AI to generate plain-language investment performance summaries and financial reports from Addepar data, reducing manual reporting time
• Insurance management: build a structured database or AI assistant for tracking insurance policies (G/L, personal property, family member policies) with renewal alerts and coverage gap analysis
• Document intelligence: connect family office files in SharePoint to an AI interface for on-demand retrieval of partnership agreements, tax documents, and legal filings
• Evaluate data governance and access controls for family office data — this is sensitive personal and financial information; AI access must be role-based and audited

IT Infrastructure and Security

You are not a network administrator — we have an outsourced IT firm for that. But you are responsible for AI governance at MMG: ensuring every AI tool introduced into the environment meets a clear security and accountability standard.  Practically, this means:

• Evaluating AI vendors for data handling practices — what data leaves our environment, where it is stored, and how it is used for model training
• Defining and enforcing a data classification policy: what information can be sent to external AI APIs, what must stay on-premise or in private cloud environments
• Working with IT firm to ensure AI tools are deployed within the MS365/Azure security perimeter where possible
• Evaluating the Claude Teams → Claude Enterprise migration and the Microsoft Connector configuration for SharePoint access — specifically, controlling which documents are accessible to AI and by which users
• Vetting any third-party AI integrations (i.e. ZoomInfo, Yardi, etc.) for compliance with firm data policies

Prompt Library & AI Adoption

Building the tools is only half the job. The other half is making sure the team actually uses them — and uses them well. This requires two ongoing responsibilities that most AI roles underestimate.

Prompt Library

You will build and maintain a living prompt library — a curated set of tested, optimized prompts for every recurring AI task at MMG. Examples include: underwriting analysis from a rent roll, lease abstraction for a specific clause type, tenant outreach drafts by use category, and insurance renewal gap analysis. The library lives in SharePoint, is accessible to the full team, and is updated continuously based on user feedback and evolving business needs. A well-maintained prompt library is what turns AI from a tool that one person uses well into a capability that the whole organization depends on.

Adoption Monitoring & Continuous Improvement

You are responsible for whether AI tools actually get used — not just whether they get deployed. This means tracking adoption across the team, identifying where workflows are not sticking, providing training and troubleshooting support to staff using AI tools, and iterating on both the tools and the prompts based on real usage patterns. You will serve as the primary internal resource for the team when they hit limitations or need guidance on how to get better outputs. Deployment without adoption is a sunk cost.

What we are looking for

Required:

• 3–6 years of experience in data, technology, or AI — ideally in a context where you had to figure things out without a large team around you
• Hands-on experience with AI tools and LLM platforms — not just using them, but building workflows, prompts, and integrations on top of them
• Demonstrated ability to connect AI capabilities to specific business outcomes (not just technology for its own sake)
• Comfort with the Microsoft 365 ecosystem — SharePoint, Dynamics, Teams, Azure
• Ability to manage and direct contractors and developers without being the one writing all the code
• Non-technical stakeholder communication — you will regularly present AI recommendations, tool evaluations, and implementation roadmaps directly to the principal(s) who are real estate operators, not technologists. The ability to translate AI capabilities into business outcomes (not feature lists) is non-negotiable. If you cannot explain why a tool matters in terms of time saved, deals sourced, or risk avoided, you will not be effective in this role
• In-office presence at Pinecrest HQ is required initially (possible hybrid in the future)

Preferred

• Experience in commercial real estate, property management, or a related field
• Familiarity with Yardi, Addepar, or similar platforms
• Background that includes both technical work (building things) and strategic work (recommending what to build)
• Experience implementing AI in a small-team / resource-constrained environment

Formulate 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.

VSP 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.

Take Control of Your Career – Work from Anywhere

We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.

Why Join Us?

-100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results.

-Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred.

-No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance.

-Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go!

-Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.

-Career Growth – Promotions based on performance, not tenure, with leadership opportunities available.

What You’ll Do:

Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process).

Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs.

Present Tailored Solutions that help clients make informed decisions about life insurance.

Close Sales & Earn Big! Guide clients through the application process and celebrate your wins.

Build Long-Term Relationships and provide continuous client support.

Stay Informed on industry trends to position our products effectively.

What You Need to Succeed:

-Strong communication and sales skills

-Self-motivated and goal-oriented mindset

-Ability to work independently and manage your own schedule

-No experience required – we’ll help you get licensed!

-Reliable internet connection and phone access (for virtual meetings)

Compensation & Perks:

Uncapped commission-based pay with lucrative bonuses

Residual income on policy renewals

Comprehensive training & professional development

Fast-track promotion opportunities

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.

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:

The 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

Director, Data Center Engineering

Location: Remote
Industry: Data Center / Critical Infrastructure

About the Role
We are seeking a highly skilled and technically driven Director, Data Center Engineering to lead engineering efforts across greenfield developments and the modification of existing assets. This role serves as the technical cornerstone for project execution-bridging sales strategy, engineering design, permitting, and consultant management.

You will oversee multidisciplinary engineering initiatives and manage architectural and engineering (A&E) consultants through formal design and permitting phases. With a focus on innovation and execution, you'll ensure every data center development is built on a strong, scalable, and compliant technical foundation.

Key Responsibilities

• Engineering Leadership
  • Own all engineering efforts related to data center infrastructure, including new builds and expansions.
  • Coordinate civil, structural, mechanical, and electrical (CSME) disciplines to deliver integrated, cost-effective solutions.
  • Translate sales and solutions engineering inputs into actionable design programs.
  • Validate technical feasibility, cost, and delivery schedules during planning stages.
  • Provide technical oversight from site planning through execution to maintain design integrity.
• A&E Consultant Management
  • Manage A&E consultants from conceptual design through permit sets and construction documentation.
  • Act as primary liaison for contractual negotiation and scope coordination under AIA agreements.
  • Drive permitting strategy with local authorities and consultants to ensure compliance and entitlement.
  • Align technical deliverables with broader project milestones in collaboration with legal, real estate, and construction teams.

About You

• 5-10 years of experience in data center, critical infrastructure, or industrial engineering roles.
• Strong technical background across civil, structural, mechanical, and electrical systems.
• Proven experience managing A&E consultants and delivering large-scale infrastructure projects from concept to permit-ready status.
• Familiarity with AIA contracts, permitting processes, and jurisdictional design reviews.
• Ability to integrate engineering strategies into commercial development initiatives.
• Exceptional leadership and cross-functional communication skills.
• Deep knowledge of data center system design, code compliance, and construction integration.
• Strategic mindset with a focus on execution, risk mitigation, and scalable infrastructure design.

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.

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