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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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
São Paulo, Brazil
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