As the Head of Technology, I have been responsible for leading and architecting key technological initiatives, playing a pivotal role in shaping the technology landscape of the organization. Architecture and Technical Leadership for White Label Suitability System:Led the architectural design and provided technical leadership for the development of a white-label suitability system.Customized the model for each client group's profile, ensuring precise suitability adjustments for diverse client profiles.Architecture and Technical Leadership for White Label Investment Report System:Oversaw the architecture and technical aspects of a white-label investment report system.Integrated the system via API with financial institutions and proprietary investment strategy data for seamless reporting.Development of White Label Portfolio and Risk Management System:Spearheaded the development of a white-label portfolio and risk management system.Integrated the system via API with brokerages and a portfolio consolidator for automated trade execution and position adjustments.CRM Data Architecture (Salesforce):Architected the data structure of the CRM system, specifically Salesforce, to enhance automation and maximize the utilization of data.Implemented improvements for efficient data handling and accessibility.Architecture and Supervision of Proprietary Fund Tracking and Management System:Provided architectural guidance and supervision for the development of a system to track and manage proprietary funds.Infrastructure Architecture for White Label Proprietary Systems:Architected the infrastructure for proprietary white-label systems to ensure scalability and rapid adaptability.Implemented robust architecture to facilitate quick adjustments and accommodate scaling requirements.

As an Investment Development and Analysis Specialist, I played a crucial role in the following areas:Development of Proprietary Suitability Model:Developed a proprietary model for risk profile analysis (suitability), providing accurate assessment of investor profiles and suitable matching with financial products and adapted to the Brazilian reality.Improvements to Portfolio and Risk Management System:Led initiatives to enhance the portfolio and risk management system, integrating it with brokerages and a portfolio consolidation system.Evaluated portfolio adherence to specific standards based on profile, risk, and return, contributing to more informed investment decisions.Architecture and Supervision of Billing Calculation System Development:Led the architecture and supervised the development of a billing calculation system, integrating it with the company's ERP to streamline financial processes.Architecture and Supervision of Investment Report System Development:Led the development of an investment report system, integrating it with the portfolio consolidator and CRM, providing a comprehensive and integrated view of investments.Analysis of Fixed-Income Assets and Mark-to-Market Impact:Conducted detailed analyses of fixed-income assets, assessing the impact of mark-to-market on portfolios.Contributed to strategic decisions by providing insights into portfolio optimization and risk mitigation.

Desenvolvimento de sistema proprietário de controle de risco de carteiraIntegração entre sistemasAutomatização de processos internosAnalise de fundos de investimentosAnálise de dados e modelos

Análise de dados, sintese de indicadores de performance interno e externo.Acompanhar e automatizar processos.Auxiliar na elaboração, execução e desenvolvimento de projetos de equipamentos de automação.Propor modificações de projetos.Auxiliar nas especificações de projetos.

• Estágio de férias na Marisa S.A., na gerência de abastecimento e alocação; durante dezembro de 2017 a fevereiro de 2018.Realizar análises estatisticas.Auxiliar no desenvolvimento de ferramentas de ajustes.Auxiliar no desenvolvimento de relatórios.Acompanhar piloto de novo modelo de alocação de subsetor.

• Estágio na BMF & Bovespa (atual B3), na diretoria de risco, na gerência de projeto de risco, durante 2015.Principais atividades:Teste de especificações do sistema de pós negociação.Automatização na síntese de relatórios.Automatização de operações dentro da gerência.Suporte a equipe em diversos projetos e na elaboração de apresentações.