Looking for a job

Rafael Martins de Souza

@rafaelmartinsdesouza

Finance professional specializing in business development, investment analysis, and fintech-enabled treasury operations, sales representatives

Brazil

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What I'm looking for

I seek a mid-level role combining finance and technology where I can drive market expansion, support treasury operations, and deliver data-driven client solutions in an innovative, international environment.

I am a finance professional with over four years of experience across financial markets, business consulting, commercial strategy, and sales development. I have provided functional support for the Murex platform, assisted Front/Middle/Back Office treasury operations, and delivered data-driven strategic guidance to clients at institutions including Management Solutions, Wave Capital, and BTG Pactual.

Alongside my technical background, I have a strong commercial mindset, with a clear interest in client acquisition, sales, and relationship management. I combine analytical skills with a client-facing approach to expand markets, identify business opportunities, strengthen partnerships, and ensure operational accuracy across pricing, risk, and P&L processes. I hold a Bachelor's degree in Economics and certifications from Wharton and Yale, and I am seeking commercial or sales-oriented roles that bridge finance, digital transformation, and international business projects.

Experience

Work history, roles, and key accomplishments

Current

Business Consultant

Current

Management Solutions

Sep 2024 - Present (1 year 4 months)

Provide functional support for the Murex platform across Front, Middle, and Back Office, ensuring accuracy in pricing, risk, and P&L calculations and supporting testing, incident analysis, and regulatory compliance.

Murex Treasury Operations Pricing Risk Management Incident Management Regulatory Compliance

Sales Development Representative Senior

Wave Capital - XP Investimentos

Jan 2024 - Jul 2024 (6 months)

Expanded market presence and identified client opportunities, conducting meetings to present products and deliver strategic investment guidance while maintaining accurate internal data and spreadsheets.

Sales Development Client Meetings Market Expansion CRM Pipeline Management

Sales Development Representative

Wave Capital - BTG Pactual

Aug 2021 - Jan 2024 (2 years 5 months)

Managed sales pipeline and CRM to identify opportunities and expand market share, provided strategic investment guidance to clients and maintained internal spreadsheets for data integrity.

Sales Development CRM Pipeline Management Market Expansion Investment Advisory Spreadsheet Management Client Relationship Management Prospecting Inbound Sales Inbound Calls Inbound Outbound Sales Outbound Calling Outbound Prospecting

Education

Degrees, certifications, and relevant coursework

Centro Universitário FAM

Bachelor's Degree, Economics

2020 - 2024

Activities and societies: Participated in in-class debates, business case studies, and practical assessments focused on companies, sales strategies, market analysis, and decision-making. Engaged in simulations and projects involving financial analysis, economic scenarios, and commercial strategy.

Economics graduate from Centro Universitário FAM, with solid skills in market analysis, financial data, and economic research. Experienced in quantitative analysis and statistical modeling, with a strong interest in digitalization and fintech. Developed leadership and communication skills as a class representative, focused on improving and optimizing financial processes.