Posted 2 months ago

Financial Analyst – CDB Strategy

São PauloOn-siteFull-time

AI Summary

Supports creation and growth of a CDB funding book from the ground up; analyzes market conditions, pricing, and funding strategies, and collaborates with cross-functional teams to structure financial products.

About this role

At CloudWalk, we’re building the future of financial services with technology at the core. Our Financial team plays a key role in shaping how we fund, scale, and optimize our products — always with a data-driven mindset and a strong connection to the market.

We’re now starting a new chapter: building our CDB strategy from scratch. This is a unique opportunity to join early, help define the playbook, and directly impact how we structure and grow a multi-billion portfolio.
If you’re financial maket nerd, enjoy ownership, and want to build something meaningful from zero — this role is for you.

What You'll Do:

Support the creation and growth of our CDB funding book from the ground up

Interface with Investment Platforms

Monitor market conditions to identify the best timing and strategies for CDB issuance

Track competitors and benchmark rates, volumes, and strategies across the market

Build and maintain reports and controls using Excel and SQL

Analyze data to support decision-making on pricing, funding, and allocation

Collaborate with cross-functional teams to structure and improve financial products

Use AI tools to enhance analysis, productivity, and insights

What You'll Need to Succeed:

~1+ year of experience in financial markets, preferably with CDB or fixed income products

Experience in banks, brokerages, or financial institutions dealing with similar instruments

Strong analytical skills and comfort working with data

Working knowledge of SQL

Proficiency in Excel for controls, analysis, and reporting

Understanding of how CDBs work, including market dynamics and funding strategies

High agency: ability to take ownership and drive things forward with autonomy

Adaptability and comfort working in a fast-changing environment

Interest in using AI as part of your daily workflow

Experience using AI tools for analysis or automation

Advanced English

Nice to Have:

Experience with Python or other data tools

Previous experience in funding, treasury, or liabilities management

Exposure to pricing strategies or financial product structuring

Skills

AI Tools For Analysis/automationCDB/fixed Income KnowledgeData AnalysisExcelFinancial ModelingFunding/treasury KnowledgeMarket BenchmarkingPricing StrategiesPython Or Data Tools (Nice To Have)SQL