SURA Investments Tech Stack

Latin American investment platform automating financial operations across multi-country footprint

Investment Management Chile, Colombia, México, Perú, Uruguay. 1,001–5,000 employees Privately Held

SURA Investments operates a multi-country asset management and advisory platform across Colombia, Chile, Mexico, Peru, and Uruguay. The tech stack (Power BI, MATLAB, R, SQL, Bloomberg, Salesforce) is heavily quantitative-finance oriented, with active adoption of Salesforce Marketing Cloud signaling a shift toward customer engagement automation. Current hiring focus is concentrated in finance and operations roles across Mexico, Chile, and Colombia, while projects cluster around process automation (financial reporting, client notifications, remuneration) and operational risk control—suggesting the organization is scaling compliance and efficiency infrastructure rather than new product surface area.

Tech Stack 11 technologies

Core StackPower BI MATLAB Python Salesforce R Visual Basic Bloomberg SQL Excel Capital IQ

AdoptingSalesforce Salesforce Marketing Cloud

What SURA Investments Is Building

◆Challenges

Reducing operational risks in financial reporting
Operational continuity
Operational risk mitigation
Process automation inefficiencies
Migrating communications to marketing cloud
Automating client notification processes
Inconsistent investment controls
Excesses beyond investment limits
Inefficient risk controls
Control de riesgos

▲Active Projects

Salesforce and marketing cloud implementation
Client notification automation
Financial reporting automation
Incentive plan implementation in incomm
Power bi dashboard development
Remote sales recording audit
Life policy payment allocation
Process documentation for luxembourg platform
Automation of variable remuneration provisions
Automated communication flows with investors

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Finance

Ops

Sales

Data

Legal

Product

Support

Seniority

Junior

Intern

Senior

Mid

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About SURA Investments

SURA Investments provides investment solutions and asset management services to individuals, companies, and institutional clients across Latin America. The company operates across five countries (Colombia, Chile, Mexico, Peru, Uruguay) with 1,001–5,000 employees. The platform integrates quantitative analytics (MATLAB, R, Bloomberg) with enterprise sales and marketing tools (Salesforce, Salesforce Marketing Cloud). Current operational focus spans financial reporting automation, client communication workflows, and risk control standardization—core functions for a regulated asset manager managing multi-country client bases and regulatory requirements.

HeadquartersChile, Colombia, México, Perú, Uruguay.

Company Size1,001–5,000 employees

Hiring MarketsMexico, Chile, Canada, Colombia

Frequently Asked Questions

What tech stack does SURA Investments use?

Primary tools include Power BI, MATLAB, R, Python, SQL, Excel, Bloomberg, and Capital IQ for analytics and reporting. Salesforce and Salesforce Marketing Cloud support CRM and customer engagement. Visual Basic handles legacy system integration.

What projects is SURA Investments working on?

Active initiatives include Salesforce and Marketing Cloud implementation, financial reporting automation, client notification automation, Power BI dashboard development, automated remuneration provision systems, and investor communication workflow automation.