Director of Investment Analysis

Role Description The Investment Analysis Director at Fundação Ageas is a full-time, remote role responsible for leading investment research, evaluation, and reporting to support strategic decision-making. This role oversees the analysis of existing and potential investments, develops quantitative and qualitative models, and prepares clear recommendations for senior leadership and governance bodies. The Investment Analysis Director will design and refine analytical frameworks, monitor portfolio performance, assess risk and return profiles, and ensure alignment with the organization’s financial and social impact objectives. Day-to-day responsibilities include supervising an analytics team, coordinating data collection, reviewing complex financial and statistical analyses, preparing presentations and reports, and collaborating with internal and external stakeholders such as asset managers, partners, and auditors. The role also involves staying current with market trends, regulatory changes, and best practices, and contributing to the continuous improvement of investment processes, tools, and methodologies.

Qualifications

Strong Analytical Skills with demonstrated ability to interpret complex financial, economic, and operational information and translate findings into actionable insights. Proficiency in Data Analytics and Data Analysis, including experience working with large datasets, dashboards, and business intelligence tools. Solid grounding in Statistics and Data Science, with familiarity in quantitative modeling, forecasting, and risk assessment techniques. Extensive experience in investment analysis, portfolio management, or financial consulting, ideally within institutional or foundation environments. Advanced Excel skills and practical knowledge of analytics platforms (e.g., Python, R, SQL, or similar) and visualization tools (e.g., Power BI, Tableau). Excellent written and verbal communication skills, including the ability to present complex concepts clearly to non-technical audiences. Proven leadership experience, with the ability to guide multidisciplinary teams, manage projects, and collaborate effectively in a remote setting. Strong organizational skills, attention to detail, and a structured approach to documentation, governance, and reporting. Master’s degree in Finance, Economics, Statistics, Data Science, or a related field; relevant professional certifications (e.g., CFA) are an advantage. High ethical standards, sound judgment, and commitment to the mission and values of Fundação Ageas.