Matheus Cortez Email and Phone Number

Experience of the day-to-day of a junior banker for 5 weeks. The campers had to make a pitchbook containing a sector overview, companie's profile and capital structure, and a valuation by multiples, transactions and DCF.Demonstrated excellence, ranking among the top 5 campers.

As an Investment Portfolio Manager, I managed portfolios of up to R$300K, developing investment strategies based on macroeconomic context and customer profiles, while prospecting and building relationships with new clients. I also created internal campaigns and spreadsheets to help investors better understand our investment process. My holistic approach ensured our clients received the best possible investment advice and support.

In my role as a Trading Support Specialist, I provided assistance to over 200 clients with their trading issues, analyzing numerous day trading operations and providing guidance on operational, day trading, and investment-related inquiries. Additionally, I supported investment advisors by assisting with administrative reports, ensuring that they had the necessary information to make informed decisions. My ability to provide comprehensive support and guidance was essential to maintaining strong relationships with our clients and ensuring that they had the tools and knowledge necessary to succeed in their trading endeavors.