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Work Background
Ouro InvestimentosInvestment Advisory Services
Aug. 2024Cuiabá, Mato Grosso, Brasil
WFlowFinancial Advisory
Jul. 2023 - May. 2024São Paulo, BrasilWFlow Group is an organization specialized in Investment Advisory. It maintains relationships with the leading and most solid financial groups and has exclusive infrastructure that allows access and connection, through its partners, to information about the main market players and their prominent solutions.
Fundiagua - Pension FundRisk Advisory
Jan. 2019 - Sep. 2019Brasília, DF- Implemented a risk control policies, profitability, and internal investment operations in equities, fixed income, and funds, reducing portfolio volatility by up to 5% per year.
- Managed general shareholders' meetings to monitor risk exposure according to the investment policy of each benefit plan.
- Monitored internal processes in collaboration with the legal and compliance teams regarding defaults in benefit plans.
- Developed the risk report to support and inform the investment committee, deliberative council, and executive board of the foundation.
- Advised the executive board and deliberative council in preparing documentation and presenting risk management and investment reports.
- Advised the Investment Committee – Presentation of the credit, market, and liquidity risk report for existing and proposed investments by the Foundation's investment team.
- Advised to external audits. Presentation of necessary documentation, compliance control, risk, and default.
Fundiagua - Pension FundInvestment Manager
May. 2018 - Jan. 2019Brasília, DF- Managed the Back-office investments. Daily analysis of investment portfolios, issuance of monthly reports on profitability, volatility, and compliance. Management of daily redemption and application tickets.
- Managed the loan portfolio, regulatory compliance, interest rate adjustment, analysis of payroll-deductible credit, financial control, and renegotiation.
- Managed the Front-office. Daily analysis of the financial market, evaluation of new investment proposals, and presentation of proposals to the Deliberative Council, Investment Committee, and Executive Board.
- Generated the methods for calculating profitability, volatility, actuarial targets, and presentation of application and redemption reports, along with supporting documentation for new investment acquisitions and divestments.
- Coordinated the legal and compliance teams to reestablish internal process norms and increase process control.
- Annual reassessment of investment policies for the four benefit plans to comply with PREVIC regulations.
- Reallocated 30% of the investment portfolios of each benefit plan, maximizing the performance of the benefit plans according to their investment policies.
- Guided the investment team in financial market analyses to modernize the application and redemption process of the benefit plans.
- Reduced the loan norm monitoring period from annual to bi-monthly with the re-evaluation of the interest rate and coordination of participant assistance.
Fundiagua - Pension FundInvestment Committee Coordinator
Jul. 2017 - Jan. 2019Brasília, DF- Presented investment and divestment proposals from the investment team.
- Prepared and presented monthly performance reports for each benefit plan.
- Organized discussions on new steps and projects related to investments.
- Coordinated decisions and reported them to the executive board and deliberative council.
Fundiagua - Pension FundInvestment Analyst
Jan. 2017 - May. 2018Brasília, DF- Daily evaluation of the financial market to propose new investments and divestments.
- Monitored and prospected for new investments, performing financial calculations such as IRR, profitability, and duration, and proposing portfolios aligned with the policy and actuarial targets of each benefit plan.
- Loan renegotiation and base calculations for evaluating the interest rate of the loan portfolio.
- Supported the accounting management to align financial and investment system information with the trial balance.
- Daily ticketing for investment operations applications and redemptions, compliance, and financial calculations.
- Controlled the defaulted investments, with monthly reports on judicial credit recovery processes and divestment projects.
- Annual reassessment of investment and loan policies for benefit plans. Adjustments for compliance with the law, actuarial targets, and diversification of benefit plan portfolios.
Fundiagua - Pension FundInvestment Trainee
Oct. 2016 - Dec. 2016Brasília, DFIn the front and back office areas of the foundation, I had the opportunity to participate in the restructuring of investment processes both directly and indirectly. I assisted the team in enhancing control over profitability calculations, proposing new investments, and managing the participant loan portfolio.
Fundaçao Banco Central de Previdência Privada - CentrusEstagiário de investimentos
Feb. 2015 - Sep. 2016Brasília e Região, BrasilNa áreas financeiras e de back-office da fundação tive oportunidade de trabalhar diretamente com fluxo de caixa programado, lançamento de operações de aplicação e resgate e emissão de relatórios financeiros para a contabilidade.
SPE - Secretaria de Politicas EconômicasEstagiário de finanças
Sep. 2014 - Jan. 2015Brasília, Distrito Federal- Coleta de dados diários para emissão de relatório de preços.
- Participação das reuniões de controle da Inflação.
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