Looking for a job

edu1608 User

@edu1608user

Message

Financial Analyst at F3 CAPITAL, built HubSpot’s sales platform and contributes to investment allocation decisions.

Brazil

Message

At F3 CAPITAL, I work across fund operations, investment research, and portfolio allocation for Brazilian closed pension funds. I built the HubSpot sales platform from scratch in partnership with the sales team.

I analyze credit risk and help manage a fixed income portfolio, monitoring risk, maturities, trading, and duration. I also participate in Investment Committees, presenting macroeconomic analysis and insights for decision-making.

Earlier at F3 CAPITAL, I handled trade booking, settlement, reconciliation, and portfolio compliance monitoring, and supported fund audits. At ALTA VISTA INVESTIMENTOS (XP), I managed inherited client relationships, achieved an NPS above 85, enabled offshore investments, and prepared personalized financial plans.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst (Mid-level)

Current

F3 Capital

Mar 2026 - Present (7 months)

Performs credit analysis of financially distressed companies and manages a fixed income portfolio of approximately BRL 1.5 billion. Responsible for daily cash flow, research, and presenting at Investment Committees.

Credit Analysis Fixed Income Portfolio Management Risk Management Cash Flow Management Economic Research HubSpot Power BI Excel

Junior Financial Analyst

F3 Capital

Jul 2025 - Mar 2026 (8 months)

Executed trade booking, settlement, and reconciliation of fund transactions, and monitored portfolio compliance with investment policy limits. Supported fund audit processes.

Trade Bookings Settlements Reconciliations Compliance Monitoring Audit Support Fund Administration

Investment Advisor (Compass)

Alta Vista Investimentos (XP)

Jun 2024 - Jun 2025 (1 year)

Managed a portfolio of over BRL 15 million and over 1,000 inherited clients, raising client satisfaction to an NPS above 85. Enabled BRL 12.5 million in offshore investments and prepared over 50 personalized financial plans.

Customer Relationship Management NPS Offshore Investments Financial Planning Portfolio Management

Financial Planning Intern

Rio Claro Investimentos

Dec 2023 - Jun 2024 (6 months)

Supported the financial planning team in serving individual clients, prospecting new assets, and monitoring portfolios. Raised BRL 1 million in new assets under management.

Financial Planning Client Services Portfolio Monitoring Asset Prospecting