# Heloisa Jobb

Heloisa Jobb is a remote worker on Himalayas, Operations & Relationship Analyst at Portofino Multi Family Office, based in Brazil.

Source: https://himalayas.app/@heloisajobb

```text
Operations & Relationship Analyst at Portofino Multi Family Office coordinating multi-jurisdictional wealth operations.
```

| Detail | Value |
| --- | --- |
| Availability | Open to opportunities |
| Location | Brazil |
| Authorized to work in | Brazil |
| Salary expectations | 40k+ USD |
| Job categories | Operations and Relationship Analyst, Relationship Manager, Client Advisor |
| Skills | Wealth Management Operations, Onshore Investments, Offshore Investments, Customer Relationship Management, Executive Operations, Account Opening, Client Onboarding, Multi Jurisdictional Compliance, Investment Operations, Operational Risk Management, Cross functional Coordination, Stakeholder Management, Process Improvement, Financial Modeling, Investment Performance Monitoring |
| LinkedIn | https://linkedin.com/in/heloisajobb |

## About

```text
At Portofino Multi Family Office, I provide operational support to eight Relationship Managers, helping manage the day-to-day needs of high-net-worth family groups. I coordinate simultaneous processes and serve as a point of contact for internal leaders and external partners.

I coordinate onboarding, account openings, and regulatory requirements across multiple jurisdictions, while supporting complex wealth structures with attention to operational accuracy and compliance.

At UBS Brazil, I coordinated investment operations across custodians, financial institutions, and internal teams. I also prepared management reports and monitored investment performance indicators.
```

## Experience

### Operations & Relationship Analyst (current)

Portofino Multi Family Office. Aug 2025 - Present

```text
Provide operational support to eight Relationship Managers, coordinating activities across executives and serving as the primary point of contact between internal leadership, financial institutions, custodians, legal advisors, and accounting firms. Manage onboarding processes, account openings, and regulatory requirements across multiple jurisdictions.
```

Skills: Wealth-Management-Operations, Customer-Relationship-Management, Executive-Operations, Account-Opening, Onboarding, Multi-Jurisdictional-Compliance, Cross-functional-Coordination, Stakeholder-Management

### Client Advisor Analyst

[UBS Brazil](https://himalayas.app/companies/ubs). Jun 2022 - Jul 2025

```text
Supported the management of complex investment portfolios by coordinating operations across multiple custodians and financial institutions while ensuring regulatory compliance and mitigating operational risk. Prepared management reports, monitored investment performance indicators, and collaborated with business and operational teams to improve efficiency.
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Skills: Investment-Operations, Regulatory-Compliance, Operational-Risk-Management, Management-Reporting, Performance-Monitoring, Cross-functional-Coordination, Process-Improvement

### Intern

Algarve Capital. Dec 2021 - May 2022

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Supported financial modelling for new investment opportunities and prepared periodic management reports for stakeholders. Monitored operational KPIs and maintained communication with fund administrators to ensure data accuracy and process efficiency.
```

Skills: Financial-Modeling, Management-Reporting, KPI-Monitoring, Fund-Administration, Data-Accuracy, Process-Efficiency

## Education

### IBMEC São Paulo

Bachelor's Degree, Economics. 2020 - 2023

```text
Pursued a Bachelor's Degree in Economics, completing the program in December 2023.
```

## Tech stack

- Oracle
- HubSpot
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint

To contact Heloisa, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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