Open to opportunities

Ivana Lima

@ivanalima

Account Manager and M&A business development professional helping fintech and investors grow through data-driven deal execution.

Brazil

Message

What I'm looking for

I’m looking for a role combining account management and business development where I can build pipeline, partner with C-level stakeholders, and contribute to deal execution—ideally in fintech or M&A advisory—while leveraging data, CRM processes, and clear communication.

I’m an Account Management and business development professional who helps fintech and enterprise clients grow through structured pipeline creation, discovery calls, and executive-level engagement. I’ve managed multi-channel initiatives, qualified leads, and supported business growth by aligning client needs with digital banking and payment opportunities.

Across investment banking, private equity, and tech-focused M&A advisory, I’ve built financial models and assisted with due diligence, research, and analysis to support transactions. I’m energized by turning market research and sector insights into clear recommendations—whether through CIMs, blind teasers, or investor-ready presentations—while continuously improving efficiency with CRM-driven execution.

Experience

Work history, roles, and key accomplishments

Current

Business Development Representative

Current

SoFi Tech Solutions

Oct 2025 - Present (9 months)

Volunteered as a Business Development Representative for SoFi Tech Solutions (remote).

Business Development

Investment Banking Analyst

Piemonte Holding

Apr 2023 - Sep 2025 (2 years 5 months)

Performed investment banking research and analysis for a data center–focused private equity strategy, supporting deal opportunities through sector research and target evaluation. Built financial models and supported due diligence, producing CIMs, blind teasers, and executive presentations while coordinating international projects and events.

Market Research Sectors Financial Modeling Blind Teasers Executive Presentation Due Diligence Valuation Cash Flow Analysis scenario analysis Team Leadership Event Coordination Financial Analysis Legal Research Operational Research Regulatory research

Account Manager (M&A)

WGF Partners

Sep 2021 - Mar 2023 (1 year 6 months)

Supported tech-focused M&A advisory work at WGF Partners, successfully closing 5 M&A deals. Led pre-NDA meetings with investors and potential buyers, increasing NDAs signed by 25%, and helped manage M&A processes using Mailshake CRM to communicate with 300+ investors and potential buyers.

M&A Deal Management Negotiation Market Research M&A Thesis Mailshake Business Analysis M&A Advisory Deal Closing NDA Stakeholder Engagement Financial Modeling CRM Strategic Planning

Brazil Chapter Executive

BRICS Chamber of Commerce & Industry

Nov 2020 - Dec 2022 (2 years 1 month)

Managed business development initiatives targeting 300+ prospects weekly across financial institutions, fintechs, and enterprise organizations. Generated and qualified 50+ leads weekly using Salesforce, ZoomInfo, and LinkedIn Sales Navigator, and engaged C-level technology leaders through discovery calls, solution presentations, and multi-channel marketing campaigns.

Business Development Lead Generation Market Research Stakeholder Management Salesforce ZoomInfo LinkedIn Sales Navigator CRM Management Discovery Calls Pipeline Development Multi channel Marketing Event Coordination Business Analysis Market Mapping

Political Intern

British Consulate General

Mar 2019 - Jul 2021 (2 years 4 months)

Briefed and advised diplomatic officials on political issues and supported weekly political reporting. Engaged with local government and stakeholders to improve cooperation between the British Mission and local partners and supported commercial sector mapping for the Department of International Trade.

Political Analysis Negotiation Market Research Stakeholder Management Copywriting Political Reporting Briefings Coordination