Ágata Costa, MSc., CFP®
Trading Support Analyst at Petrobras Netherlands | Petrobras Global Trading- Claim this Profile
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English Full professional proficiency
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Portuguese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Bulats English Test - Level: C2 (Upper Advanced)
Cambridge Assessment EnglishMar, 2018- Nov, 2024 -
CPA-20
ANBIMAApr, 2019- Nov, 2024 -
Certified Financial Planner (CFP)
CFP BoardFeb, 2019- Nov, 2024
Experience
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Petrobras Netherlands
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Netherlands
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Oil and Gas
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1 - 100 Employee
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Trading Support Analyst
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Feb 2020 - Present
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BB DTVM Gestão de Recursos
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Rio de Janeiro Area, Brazil
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Senior Macroeconomic Analyst
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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.
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Banco do Brasil
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Banking
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700 & Above Employee
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Analyst at Finance and Treasury Division
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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.
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Account Relationship Manager - High Net Worth Segment
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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.
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Private Banking Assistant
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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.
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Corporate Business Assistant
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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.
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Banking Clerk
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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.
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Banking Analyst
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Apr 2008 - Oct 2008
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Banking Clerk
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Feb 2007 - Apr 2008
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Education
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Universidade Federal de Santa Catarina
Bachelor's degree, Economics -
Universidade Candido Mendes
Master's degree, Finance, General