Product Analyst | Investment Solutions / Product Development

Job Description

Only candidates with US Work Authorization will be considered.

About the Role

We are looking for a dynamic and detail-oriented Product Analyst to support the evolution of our Investment Platforms. This role works at the intersection of Wealth Management, Technology, and Operations, helping coordinate stakeholders, support platform enhancements, and ensure smooth user experience for both clients and internal teams.

The ideal candidate understands investment products, enjoys problem-solving, learns fast, and is comfortable dealing with multiple priorities in a fast-paced environment.

Key Responsibilities:

• Support stakeholders in the planning, execution, and validation of platform initiatives across onboarding, trading, portfolio management, performance, and operational workflows.
• Coordinate with stakeholders across Investments, Trading, Operations, Compliance, Marketing, and Technology to gather requirements and ensure proper alignment.
• Partner with Technology teams during development cycles: clarifying requirements, validating functionality, and supporting troubleshooting.
• Perform BUAT (Business User Acceptance Testing), create test cases, execute scenarios, log defects, and validate fixes before releases.
• Investigate and debug platform issues, including inconsistent data, account setup errors, operational or settlement issues, and trading/processing discrepancies.
• Translate complex issues into clear, actionable explanations for business stakeholders and for technical teams.
• Monitor platform performance, client behavior, and usage trends to identify opportunities for improvement. Create and track requirements for platform enhancements and maintenance.
• Help maintain product documentation, workflows, and release notes.
• Assist in validating investment products, fee configurations, account attributes, and operational flows.

Qualifications:

Education: Bachelor’s degree in Finance, Economics, Business, Data Science, or a related field.

Experience: 1–3 years of experience in Wealth Management, Investment Operations, FinTech, Banking or Brokerage platforms.

Skills

• Strong understanding of investment products (equities, ETFs, REITs, mutual funds, fixed income).
• Comfort working with technology teams, APIs, data structures, and software development concepts.
• Excellent analytical skills and willingness to dive deep, debug, and investigate issues end-to-end.
• Strong communication skills, ability to simplify, structure, and clearly articulate problems and solutions.
• Ability to handle multiple tasks simultaneously while maintaining high attention to detail.
• Proactive, resourceful, and comfortable working in ambiguous or evolving environments.
• High sense of ownership and curiosity.

Preferred Qualifications

• Experience in a financial institution or investment firm.
• Proficiency in both English and Portuguese.
• Series 7 and Series 66 preferred (but not required).

Why This Role Matters

This position plays a critical part in ensuring our investment platform runs smoothly end-to-end, from onboarding to trading to ongoing client experience. You will help enhance platform capabilities, improve stability, and support our mission of delivering a world-class digital investment experience.

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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