Ricardo Medeiros, CFA
São Paulo
Summary
Motivated individual with strong work ethic and ability to work independently. Strong organizational and team collaboration skills with experience in other investor relations companies
Overview
12
12
years of professional experience
1
1
Certification
Work History
Investor Relations Analyst
Triunfo Participações e Investimentos S.A
05.2020 - Current
- Used coordination and planning skills to achieve results according to schedule.
- Consolidated financial data and materials for key leadership meetings.
- Helped stakeholders make good choices by presenting information on general trends of the Company
Investor Relations Analyst
Enel Distribuição São Paulo
04.2018 - 04.2020
- Analyzed departmental documents for appropriate distribution and filing
- Verified data integrity and accuracy
- Helped in the Elaboration of the Earnings Release
- Participated in Country's first Public Tender offer
Investor Relations Analyist
Bradesco
01.2014 - 03.2018
- Monitored and analyzes financial, statistical and operational data trends
- Created and updates material with BACEN credit data and comparable operating DATA with other banks
- Created and updated quarterly and monthly investor presentations
- Monitors the sell side income statement estimates
- Give support to institutional investors by phone
- Updates banks multiples regularly
Internship
LCA Consultores
06.2012 - 12.2013
- Maintained precise and accurate models, charts and reports
- Made regular updates to the economic calendar that was distributed to clients
Education
Undergraduated - Economics
PUC-SP
07.2015
Skills
- Data trending
- Strong organization
- Excellent attention to detail
- Flexible team player
- Quick Learner
Accomplishments
- Completed the Dale Carnigie interpersonal Course
- Passed the CFA level II (August 2022)
Certification
- CPA 20 ( Brazilian certification for professionals working in the distribution of investment products to clients)
Additional Information
- Lived in Minnesota, United States for one year during high school
Timeline
Investor Relations Analyst
Triunfo Participações e Investimentos S.A
05.2020 - Current
Investor Relations Analyst
Enel Distribuição São Paulo
04.2018 - 04.2020
Investor Relations Analyist
Bradesco
01.2014 - 03.2018
Internship
LCA Consultores
06.2012 - 12.2013
Undergraduated - Economics
PUC-SP
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