Julia L.

Junior Investment Advisor at Wright Capital Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
São Bernardo do Campo, São Paulo, Brazil, BR
Languages
  • Português Native or bilingual proficiency
  • Espanhol Elementary proficiency
  • English Full professional proficiency

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Credentials

  • Python and Statistics for Financial Analysis
    The Hong Kong University of Science and Technology
    Aug, 2020
    - Nov, 2024
  • Excel/VBA For Creative Problem Solving
    University of Colorado Boulder
    Jul, 2020
    - Nov, 2024
  • Finance for Everybody: Markets
    McMaster University
    Jul, 2020
    - Nov, 2024
  • Cambridge English: Proficiency (CPE) - CEFR level C2 (Fluente)
    Cambridge English Language Assessment
    Dec, 2019
    - Nov, 2024
  • Excel for Advanced Learners
    Impacta Tecnologia
    Dec, 2019
    - Nov, 2024
  • Programa de Qualificação Operacional - Risco
    B3
    Feb, 2020
    - Nov, 2024
  • CPA-20
    ANBIMA Certificação e Educação
    Mar, 2021
    - Nov, 2024

Experience

  • Wright Capital Wealth Management
    • Brazil
    • Investment Management
    • 1 - 100 Employee
    • Junior Investment Advisor
      • Aug 2023 - Present

    • Investment Advisory Intern
      • Feb 2022 - Aug 2023

      - On and Offshore asset management and allocation for ultra and high net worth individuals - Market and macroeconomic analysis - Portfolio management for UHNWI- Impact and ESG investing

  • CFA Society Brazil
    • Brazil
    • Investment Management
    • 1 - 100 Employee
    • YouWIN Participant
      • Jan 2022 - Feb 2022

  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Treasury Sales Intern
      • Dec 2020 - Jan 2022

      At BofA's Treasury Sales team I was entitled to: - Arranging and attending to business meetings with multinational corporate clients on Cash Management, Trade and FX products; - Providing support to Treasury Sales Officers and analysts on the creation of pitch books, study cases, weekly Dashboards, client precification and revenue forecasting; - Keeping TSO's pipeline and coverage updated; - KYC reviews; - Following up on implementations and client servicing requests; - Carrying out guarantee, FINIMP, overdraft, PPE, SCF and draft discount operations alongside internal support teams. Show less

  • ABN AMRO Brasil
    • Brazil
    • Banking
    • 1 - 100 Employee
    • Risk Management Intern
      • Sep 2019 - Nov 2020

      - Writing periodic Credit and Operational risk reports; - Proving general support to the CRO and the Operational and Credit risk teams; - Credit portfolio analysis; - Automation of activities via Excel/VBA; - Support on intraday risk monitoring for Clearing clients in the Brazilian stock exchange; - Process mapping, control testing and information security; - Writing periodic Credit and Operational risk reports; - Proving general support to the CRO and the Operational and Credit risk teams; - Credit portfolio analysis; - Automation of activities via Excel/VBA; - Support on intraday risk monitoring for Clearing clients in the Brazilian stock exchange; - Process mapping, control testing and information security;

  • Instituto Fazendo Acontecer - IFA
    • Brazil
    • Non-profit Organizations
    • 1 - 100 Employee
    • Volunteer
      • Jun 2019 - Aug 2019

      - Working as a volunteer for IFA, I was responsible to carry out workshops and playful ludic activities for children. The biggest aim was to support children in their development of entrepreneurial spirit whilst helping them to discover their best skills and abilities Children were also invited to work in groups draw solutions for environmental, urban, and economic issues - Working as a volunteer for IFA, I was responsible to carry out workshops and playful ludic activities for children. The biggest aim was to support children in their development of entrepreneurial spirit whilst helping them to discover their best skills and abilities Children were also invited to work in groups draw solutions for environmental, urban, and economic issues

Education

  • Universidade Federal do ABC - UFABC
    Bachelor's degree, Economics
    2018 -
  • Universidade Federal do ABC - UFABC
    Bachelor's degree, Sciences and Humanities
    2018 -
  • ETEC - Escola Técnica Estadual de São Paulo
    Technician, Administration
    2018 - 2019

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