Rafael K. I. freelancer experto en Investigación de Mercado, Microsoft Excel, Análisis Financiero

Rafael K. I.

0 / 5

Valor hora:

R$ 40,00

Finanzas y Negocios

Sobre mí
Academic Background
• Undergraduate studies
Business Administration, at the School of Economics, Business and Accounting of the University of São Paulo (Graduation: July/2018) - Night shift (7:30 PM – 11:00 PM).
Exchange semester (2nd Semester of 2016) at the Technische Universität Berlin, Germany.

• Certificates
CPA – 20: Brazilian financial market certificate which allows to work with
Investment Banking, high-income Private Banking and Corporate Banking.

• Languages
Fluent in English. Advanced in German.
  Native Brazilian Portuguese speaker.  • Technical skills
Proficient in Excel and VBA. Bloomberg Terminal. Intermediate in iMacros and R.

Professional Background
• LIQID Asset Management GmbH – From October 2016 to June 2017
Established in 2015, LIQID is a Berlin-based fintech which offers digital access to the investment strategies, instruments and terms previously only available to ultra-high-net-worth individuals. The company has a strong partnership with HQ Trust, one of the oldest and largest multi-family offices in Europe.

Sales & Operations Analyst
Researching the psychological aspects of leads’ journeys in LIQID’s website; analyzing leads’ portfolios for sales purposes; tracking incoming funds.
• Research of the main underlying factors behind the client’s psychology during the investing process.
• Analysis of LIQID’s customer base, aiming to improve our insights over our clients. The analysis was later used in the marketing strategies.
• Analysis of leads’ portfolios, identifying weaknesses in their strategies and helping in converting them into clients.
• Responsible for the preparation and execution of Webinars to clients and leads.
Trading & Operations Intern
• Trading
Taking part in the investment and rebalancing activities by preparing and analyzing orders, doing rebalancing checks and trading recaps; responsible for setting up new portfolios.
• Operations
Managing account openings, suitability checks, identification checks and monitoring incoming funds; contributing to processes optimization and automation.

BerkanaGrau – From August 2015 to September 2016
BerkanaGrau is a big asset and wealth management office located in São Paulo with approximately U$700 million under management. The company has several investment funds and private portfolios with different strategies and risk-return

Intern – Job rotation
• Business Strategy
Responsible for developing a model that simulates different scenarios in the Grau Asset Management and Berkana Wealth Management merger. This model was used as the main empirical base in the negotiations.
• Research
Member of the manageŕs team for economical juncture analysis; assisting financial analysis; researching new companies for investments purposes and preparing investment presentations.
• Operations
Providing trading assistance: price monitoring, checking operations, generating asset reports and tracking news that could influence asset prices; PnL calculation.
• Risk
Responsible for assessing funds risk measures, both parametric and non- parametric VaRs, duration and average term calculations.

• Fortis Assessoria Financeira LTDA - from April, 2014 to November, 2014
General Assistant
Track multimarket funds; control portfolios of fixed income; control clients’ extracts, banknotes and positions.
Historia laboral
I'm a last year undergraduate student from the University of São Paulo. It is ranked 51-60 worldwide in reputation by the Times Higher Education World University Rankings.

I'm both a communicative and analytical person and I have experiences in the financial markets in São Paulo and in Berlin.

I started my career at Grau Asset Management (which later merged with Berkana Wealth Management, forming BerkanaGrau Asset Management) and there I made a job rotation in the Research, Trading, Risk and Business Strategy areas. In this last area, I was responsible for developing a huge excel model that was used in the merger between the two companies.

In Sep/2016 I moved to Berlin as an exchange student and soon after I started an Internship at LIQID Investments. Firstly, I started working in their trading & operations desk and in Feb/2017 I became a full-time employee, working mainly on their customer base analysis. I used to work in English, which I'm fluent in, and German.

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