Bruna Tomaidis Lima Email & Phone Number

London, England, United Kingdom

Leading a global post-M&A integration project of the Brazilian unit to increase product offerings, integrate systems, transform the business structure, and align corporate culture to headquarters. Goals include increasing revenue, reducing operational costs, and mitigating errors. Accountable for managing project scope and resources, including a budget of over £1 million. Implemented Project Portfolio Management (PPM) to track business goals, manage resources, increase teamwork, and provide comprehensive information to the requirement lead and project sponsors. Conducting regular steering and project team meetings to keep stakeholders informed, ensure alignment with project objectives, and maintain project momentum.

London, England, United Kingdom

Structured a Treasury Transformation project to increase corporate oversight and improve supply chain management. Achieving this by onboarding new suppliers, and reviewing operations. Successfully launched and completed the first phase of the French expansion project. Owned and produced the monthly aggregated project reporting.

London, England, United Kingdom

Oversaw the Brazilian integration, while reporting directly to the COO/CEO. Managed and strategised M&A integration of the Brazilian business through daily and in-depth analysis of all factors. Responsible for preparation of budget, development and integration of new products, and creation of revenue studies. Coordinated the development of the 3-year plan. During this period, the Brazilian business grew by more than 100% in revenue. Coordinated the development and launch of the new website.

Luxembourg

Drove the preparation of private equity and infrastructure funds' periodic Net Asset Value (NAV) calculation and year-end financial statements, management of the audit, and reviewed other fund related reports;Coordinated investor servicing and investor relations, including investor onboarding, capital calls, distributions and shareholder statements. These included the successful launch of a €6 million infrastructure fund. Successfully trained, mentored, and supervised 4 members of the team. Joined as Funds Officer and promoted to Senior Officer for multiple private equity and infrastructure funds (alternative investments).

Amsterdam Area, Netherlands

Impact investing equity analyst on commodity companies (palm oil focused). Developed Discounted Cash Flow (DCF) valuation models integrating quantitative methods, sustainability factors and Environmental, Social and Governance (ESG) risks. Also, wrote and published reports for the Chain Reaction Research.

Amsterdam Area, Netherlands

Analysis on the Spanish and Portuguese equity indexes regarding corporate governance for Environmental, Social and Governance (ESG) investment strategies. Developed reports on board structures and compensations.

São Paulo Area, Brazil

Investment Banking rotation program started in the international proprietary trading desk. The role included developed markets swap quoting, Profit & Loss (PnL) controlling, and booking trades. On the economic research buy-side rotation, served as a Japan and US macroeconomic economist. In the final rotation assumed the role of Latin American (LatAm) Fixed Income Strategist and published reports to institutional clients.

São Paulo Area, Brazil

Activities related to clients’ portfolios and exclusive investment funds with multiple participation on the asset allocation committee. The main job description included processing portfolios and developing new reports to clients and investment advisors. At Citi, I obtained the pension fund certification that allowed me to sell the product acting as sales for High Net-Worth Clients (HNW).

São Paulo Area, Brazil

Involvement on investment product development and international desk activities. It included participation on products and credit committees reviewing credit products.

Executive Master'S Degree, International Finance

Awarded partial scholarship for academic merit Thesis: "The momentum theory, a way to improve the trading strategy"

Bachelor'S Degree, Economics

Activities and Societies: Vice president of a student organizationInternational Business and Finance Specialization Thesis: "The momentum.