Ágata Costa, MSc., CFP®

Trading Support Analyst at Petrobras Netherlands | Petrobras Global Trading
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Contact Information
us****@****om
(386) 825-5501
Location
Amsterdam, North Holland, Netherlands, NL
Languages
  • English Full professional proficiency
  • Portuguese Native or bilingual proficiency

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Credentials

  • Bulats English Test - Level: C2 (Upper Advanced)
    Cambridge Assessment English
    Mar, 2018
    - Nov, 2024
  • CPA-20
    ANBIMA
    Apr, 2019
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Feb, 2019
    - Nov, 2024

Experience

    • Netherlands
    • Oil and Gas
    • 1 - 100 Employee
    • Trading Support Analyst
      • Feb 2020 - Present

  • BB DTVM Gestão de Recursos
    • Rio de Janeiro Area, Brazil
    • Senior Macroeconomic Analyst
      • Sep 2018 - Jun 2019

      Responsible for: • Analysing the global and Brazilian economic identifying the context and trends; • Constructing macroeconomic scenarios through econometrics software forecasting the main variables of the Brazilian economy; • Providing macroeconomic advice to managers and clients through reports and participation in meetings and conferences. Responsible for: • Analysing the global and Brazilian economic identifying the context and trends; • Constructing macroeconomic scenarios through econometrics software forecasting the main variables of the Brazilian economy; • Providing macroeconomic advice to managers and clients through reports and participation in meetings and conferences.

    • Banking
    • 700 & Above Employee
    • Analyst at Finance and Treasury Division
      • Feb 2017 - Sep 2018

      Responsible for: • Monitoring and analyzing bank's liquidity risk level in accordance with the standard policies of liquidity risk management; • Supporting the executive board at definition of bank's liquidity risk management strategies; • Ensuring through specific procedures and spreadsheet skills that liquidity limits are maintained; • Conducting analysis, reports and presentation to the executive board.

    • Account Relationship Manager - High Net Worth Segment
      • Aug 2015 - Feb 2017

      Responsible for: • Building and maintaining relationship with Banco do Brasil high net worth clients; • Providing advice on strategic financial services, such as investment, loans and insurance; • Executing sales strategy to increase business; • Conducting business development, including preparing and implementing customer prospecting strategies; • Hitting quarterly results targets; • Training and developing staff for management roles.

    • Private Banking Assistant
      • Jul 2013 - Aug 2015

      Responsible for: • Assisting the Manager in advising holders of large individual or family fortunes who demandedsophisticated planning and solutions to manage their wealth.

    • Corporate Business Assistant
      • Jul 2010 - Jun 2013

      Responsible for:• Supporting at relationship management for corporate clients, developmenting business strategies and providing specific financial services, such as loans/structured financing, investments, insurances and cash management.

    • Banking Clerk
      • Oct 2008 - Jun 2010

      Responsible for:• Acting in the agency's business team that included managers and assistants selected to actively offer banking solutions via telephone, maintaining client relationships and identifying opportunities to improve business.

    • Banking Analyst
      • Apr 2008 - Oct 2008

    • Banking Clerk
      • Feb 2007 - Apr 2008

Education

  • Universidade Federal de Santa Catarina
    Bachelor's degree, Economics
    2000 - 2005
  • Universidade Candido Mendes
    Master's degree, Finance, General
    2016 - 2019

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