Business Analyst ( [Customer Support for Investment])

Challenges that await you:

• Customize CRM tools and workflows for the investment support team, focusing on product-specific scenarios, key metrics, and business needs

• Design and implement operational processes for investment support, continuously monitoring their efficiency and business impact

• Organize cooperation between the investment team and other support units, ensuring smooth collaboration 

• Communicate with stakeholders to manage priorities, share timelines, and keep everyone informed

• Collaborate with teams like Engineering, Design, and Compliance to ensure everyone is working toward the same goals

• Use data to evaluate product performance and identify opportunities to improve the customer experience and conversion rates

• Facilitating communication between technical teams and business units to ensure alignment on projects

What makes you a great fit:

• 2+ years of experience in a Business Analyst role

• Solid understanding of statistics and basic knowledge of A/B testing

• Practical knowledge of SQL (basic level required)

• Ability to translate business needs into clear, structured tasks for tech teams and effectively prioritize them

• Proven experience in gathering and documenting business requirements, ensuring clarity, usability, and well-thought-out system design

• Strong collaboration skills, with experience working across multiple teams and stakeholders

• Hands-on experience in creating visual process documentation, such as BPMN (Business Process Model and Notation), UML (Unified Modeling Language), Data Flow Diagrams (DFD), or similar

• Understanding of investment products or a strong motivation to learn and develop expertise in the investment domain

• B2 or higher English level for effective communication with an international team

Your bonus skills:

• Spanish knowledge is a great asset, but not mandatory

Our ways of working:

• Innovative Spirit: A commitment to creativity and groundbreaking solutions

• Honest Feedback: valuing open, transparent communication

• Supportive Team: a strong, collaborative community

• Celebrating Achievements: recognizing our wins together

• High-Tech Environment: a team full of smart and revolutionary people who date to challenge the status quo of incumbent finances

Our benefits:

• Relocation support to Mexico — with assistance for the employee and their family 

• Flexible work from one of our offices or remote

• Healthcare Coverage

• Education Budget: Language lessons, professional training and certifications

• Wellness Budget: Mental health and fitness activity reimbursements

• Vacation policy: 20 days of annual leave and paid sick leave