Analista de Planejamento Sênior | Planejamento Comercial - Segmento Alta Renda
Core
Develop commercial strategy for high-net-worth clients, identify business opportunities, and support portfolio performance evolution.
Role type
Senior Commercial Planning Analyst (High-Net-Worth Segment)
Builds
Commercial portfolio management processes, sales machine optimization, and strategic initiatives for high-net-worth clients.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Advanced SQL, Advanced Excel, Power BI, Business Analytics, Strategic Planning, Data Analysis, Logical Reasoning
Preferred skills
Commercial targets management, Variable compensation analysis, Statistical testing, Performance measurement
Technologies
SQL, Excel, Power BI
Responsibilities
Structure and evolve commercial portfolio management processes; Develop studies to identify business opportunities; Build and monitor management dashboards and reports; Support definition and tracking of targets and incentive programs; Conduct analyses to validate hypotheses and optimize results; Partner with Business, Data, Credit, and Planning teams.
Seniority
Senior, hands-on IC