Act as a change agent for the department’s processes, focusing on improvements and automation, primarily through the creation of Power BI dashboards
Build Power BI dashboards from scratch to simplify operations and enhance analytical tools for faster, data-driven decision making — with a focus on the private pension funds market and the insurer’s investment portfolio
Revisit various team processes with the goal of automating them using Power BI, Macros (VBA) or other appropriate tools
Document developed processes so they can be replicated by other team members
Share and disseminate Power BI and VBA knowledge across the team

Bachelor’s degree in Business Administration, Economics, Engineering, Accounting, Data Science, Statistics, Mathematics, Computer Science or related fields
Strong knowledge of Power BI, including DAX, for building and maintaining dashboards aimed at simplifying processes and producing insights for more accurate decision making
Advanced knowledge of VBA for creating and maintaining macros to streamline processes
Ability to document processes clearly and concisely
Strong organizational skills and the ability to deliver tasks within deadlines
Differentials:
Knowledge of programming languages
Experience building databases integrated with Excel (e.g., Access)
Understanding of how financial markets work and the characteristics of different financial instruments such as equities, government and corporate bonds, investment funds, ETFs, derivatives, etc.
Knowledge of the insurance and pension market
Previous experience in finance (controllership, investments, treasury, etc.)
Knowledge of the Quantum tool
Power Query
Knowledge of AI tools with practical application to the activities described

Senior Investment Analyst – Temporary

Key skills