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Vinicius Bomfim

@viniciusbomfim

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Finance trainee at Quark Investimentos who prepared macroeconomic market studies and asset allocation proposals.

Brazil

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What I'm looking for

I’m seeking opportunities in the financial market where I can apply my communication, organizational and analytical skills, contribute to results and expand my knowledge.

At Quark Investimentos, I supported investment advisory lead qualification and new-client origination, and prepared macroeconomic market studies and asset allocation proposals. I also supported portfolio structuring across post-fixed, fixed-rate, IPCA+ and structured products, using AI tools to speed up research, data analysis and reporting.

At Itaú Personnalite, I advised high-income clients on banking products and services and used AI tools to streamline service workflows. As an Economics student at Ibmec, I’m interested in macroeconomics, investment products and market analysis, drawing on my experience with high-net-worth investors and their investment decisions.

Experience

Work history, roles, and key accomplishments

Trainee

Quark Investimentos

Jul 2026 - Sep 2026 (2 months)

Prospecção e qualificação de leads para assessoria de investimentos; suporte à originação de novos clientes de alta renda. Elaboração de estudos de mercado macroeconômico e construção de propostas de Asset Allocation com perfil de risco moderado, incorporando ferramentas de Inteligência Artificial para acelerar pesquisa, análise de dados e geração de relatórios. Apoio à estruturação de carteiras c

Jovem aprendiz

Itaú Personnalite

Jan 2025 - Mar 2026 (1 year 2 months)

Orientação sobre produtos e serviços bancários para o público de alta renda; comercialização de produtos e serviços em diferentes plataformas. Uso de ferramentas de Inteligência Artificial para otimizar fluxos de atendimento e agilizar a resolução de demandas dos clientes.