Description
Job Summary:
This role seeks a Back Office Analyst with experience in the financial or insurance sector to ensure the recording and analysis of investment fund transactions and contracts.
Key Highlights:
1. Ensure accurate recording of transactions and review of contracts.
2. Coordinate improvements in the PMS investment system.
3. Advance your career in an inclusive, ethical, and opportunity-rich environment.
**Your primary challenge:**
* Ensure accurate recording of transactions in the PMS system and review of investment fund contracts through daily transaction monitoring.
**In this role, you will be responsible for:**
* Daily transaction recording in the system (PMS)
* Analysis of investment fund contracts
* Preparation of SBS annexes.
* Coordinating improvements in the PMS investment system
**What do we require from you?**
* Graduate or Bachelor’s degree in Finance, Economics, or Business Administration.
**Technical and specific knowledge (languages, software):**
* Intermediate Excel skills \- pivot tables, formulas (mandatory)
* Intermediate English reading proficiency (mandatory)
**Work experience:**
* Minimum one year of experience in financial or insurance companies.
* Experience in investment or finance departments.
* Proficiency with the PMS system
**What do we offer?**
* Oncology insurance
* EPS health insurance
* Corporate discounts “Vida Plus”
* Hybrid work model (subject to company policy)
* Birthday leave day.
**Send your CV to: angie.machuca@vivirseguros.pe**
Subject: Back Office Analyst \- (PMS)
Advance your career in an inclusive, ethical, and opportunity-rich environment. **\#CuentaConNosotros**
Employment type: Full-time
Application question(s):
* Please provide your current phone number and email address
* Are you a graduate or bachelor's degree holder?
* What field of study did you pursue?
* Please provide your DNI number
* What are your salary expectations?
* Do you have intermediate-level English proficiency?
* Do you have experience in the financial or insurance sector?
* Do you have intermediate Excel skills?
* Which university did you attend?
Work location: Hybrid in San Isidro, Lima