FELIPE MOREIRA
Brasilia/Sao Paulo -
Summary
Influential Senior Financial Analyst eagerly pursuing Portfolio Management Position within dedicated financial team. Focused on Value Creation to the Portfolio. Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
FUNCEF
Brasilia
01.2023 - Current
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
- Developed comprehensive financial models that informed strategic decision-making for the organization.
- Evaluated investment proposals, providing detailed recommendations based on risk assessment and potential returns.
- Contributed to long-term growth strategies through regular assessments of company''s product portfolio performance against market benchmarks.
- Developed corporate investment strategies to drive growth and security.
Financial Advisor
XP Investments
Belo Horizonte
04.2017 - 12.2022
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Education
MBA - Accounting And Finance
PUC Minas
Belo Horizonte06.2018
BBA - Chemical Engineering
PUC Minas
Belo Horizonte06.2016
Skills
- Investment Performance Reporting
- Investment Opportunity Identification
- Financial Analysis
- Managing Wealth
- Income Projections
- KPI Monitoring
- Strategic Planning
- Portfolio Management
Certification
CFG/CGA/CGE - Portfolio Management Certificate
Languages
Portuguese
First Language
English
Proficient (C2)
C2
Spanish
Intermediate (B1)
B1
Timeline
Senior Financial Analyst
FUNCEF
01.2023 - Current
Financial Advisor
XP Investments
04.2017 - 12.2022
MBA - Accounting And Finance
PUC Minas
BBA - Chemical Engineering
PUC Minas
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