Summary
Overview
Work History
Education
Skills
Extra-Curricular Activities
Languages
Timeline
Generic

Thalita Barros

São Paulo

Summary

Degree in business administration with over 4 years of experience in financial market and consultancy focused on commercial ans strategic areas (client facing/client success) such as trade finance, corporate sales, investor relations, investment banking and strategy. Currently a strategy and finance TRAINEE looking for an opportunity as analyst

Overview

10
10
years of professional experience

Work History

Strategy, Investor Relations and Finance Trainee

ISA ENERGIA
12.2023 - Current


  • Developing sector analysis, financial modeling, projects and studies to support the company's strategy as a Trainee in Investor Relations, Strategy and M&A at a leading energy company in Brazil.
  • M&A and Financial analysis/modeling
  • Managed multiple projects simultaneously while meeting strict deadlines for deliverables within a fast-paced environment.
  • Supported senior finance professionals in analyzing investment opportunities and assessing potential risks.
  • Conducted extensive research on market trends, contributing to the development of effective investment strategies.

Business Analyst

Oliver New
07.2022 - 11.2023
  • Worked as business analyst in a company that was having difficulties with accounts, strategy and attracting and retaining customers.
  • Working on the financial side and also on acquisition and interaction with customers.
  • Increased customer base from 42 customers to 112 in one year.
  • Sales and Client Services: Interacted with customers to understand business needs.
  • Conducted market research studies.
  • Project management: Increased revenue opportunities by analyzing sales data.
  • Optimized workflow processes


Investment Banking Analyst- Client Advisory

Itaú BBA
01.2022 - 05.2022

Provided support as an analyst focused on M&A to countless negotiations daily in the most diverse segments of the industry, assisting with models, financial analysis, pitches and preparation of materials.

  • Assisted in negotiating deal terms with counterparties, securing favorable conditions that maximized client returns.
  • Financial modeling and credit analysis
  • Conducted sensitivity analyses on potential investments
  • Contributed to the development of pitch materials for prospective clients, in preparation of presentations, data tables and other documents for investor meetings
  • Assisted in preparing presentations for investors
  • Developed strong relationships with clients

Corporate Intern - Client Facing

Citibank
06.2021 - 12.2021
  • Assisted bankers in the sale and offering of various products.
  • Interaction and negotiation with very important customers for the bank.
  • Working with analytics to increase area revenue and convert customers.
  • I also helped with the daily routines of the credit team.
  • Responsible for analysis, preparation of materials and operational services.
  • Commercial Support
  • Sales and Client Services
  • Business Management
  • Projects

Intern in Global Trade - Client Facing

JP Morgan
11.2020 - 04.2021
  • Monitored and was responsible for some commercial routines in the Supply Chain Finance/Trade Finance area (front office area).
  • I was involved in all operational activities such as data entry into the system, handling contracts, preparing materials and carrying out analysis for the area.
  • I was the focal point for general customers and general customer service.
  • Responsible for rescuing more than 30 inactive customers in the base.
  • Sales and Commercial/Client Services
  • Business Management

Intern

Mckinsey & Company
10.2019 - 10.2020
  • Prepared analyses, reports and performance in McKinsey's internal and external communication allocated to a project focused on ESG and diversity, being a focal point for internal and external customers.
  • Sector and Competitors Analysis in General
  • Material creation/Dashboards
  • Support in ESG projects

Intern

Mckinsey & Company
10.2019 - 10.2020
  • Prepared analyses, reports and performance in McKinsey's internal and external communication allocated to a project focused on ESG and diversity, being a focal point for internal and external customers.
  • Sector and Competitors Analysis in General
  • Material creation/Dashboards
  • Support in ESG projects

Director of sponsorships and partnerships

GECOP USP
02.2017 - 12.2019
  • Developed sponsorships and established partnerships for an ESG Project with a focus on diversity, maintaining relationships with large companies such as: Jp Morgan, Itaú, Mckinsey, Google, Morgan Stanley, Unilever, Sodexo, KPMG, Starbucks, Bosch, among others, obtaining unprecedented value number of sponsorships and number of partner companies in the ESG USP project.

Bilingual Receptionist

Investment Banks
01.2015 - 11.2015
  • Bilingual receptionist for investment banks.

Education

Business Administration -

USP - University of São Paulo
12.2021

Skills

  • Financial analysis and Investment Strategies
  • Microsoft Excel Proficiency
  • Sales
  • Data Analysis
  • Customer Service
  • Client Relations
  • Project Management

Extra-Curricular Activities

Volunteer work, GECOP USP, São Paulo, SP, Brazil, 2017-02-01 to Present, Project that seeks to develop self-esteem and bring knowledge to students in public schools. Scholarship Student, USP, São Paulo, SP, Brazil, 2017-01-01 to 2017-12-01

Languages

English
Bilingual or Proficient (C2)
Spanish
Intermediate (B1)

Timeline

Strategy, Investor Relations and Finance Trainee

ISA ENERGIA
12.2023 - Current

Business Analyst

Oliver New
07.2022 - 11.2023

Investment Banking Analyst- Client Advisory

Itaú BBA
01.2022 - 05.2022

Corporate Intern - Client Facing

Citibank
06.2021 - 12.2021

Intern in Global Trade - Client Facing

JP Morgan
11.2020 - 04.2021

Intern

Mckinsey & Company
10.2019 - 10.2020

Intern

Mckinsey & Company
10.2019 - 10.2020

Director of sponsorships and partnerships

GECOP USP
02.2017 - 12.2019

Bilingual Receptionist

Investment Banks
01.2015 - 11.2015

Business Administration -

USP - University of São Paulo
Thalita Barros