Investment Advisor & Partner
Jun 2020 - Present Meta Investimentos Agente Autônomo de Investimentos Ltda · Rio de Janeiro / Araruama, RJ, Brasil
- Supervised internal controls, compliance workflows, and regulatory governance under CVM (Resolutions 16 and 178), ANBIMA, and Central Bank rules.
- Built econometric and time series models in Python and R to project portfolio risk (VaR, Drawdown) and expected returns.
- Advised high-net-worth individuals and corporate clients on wealth management, custom asset allocation, tax optimization, and succession planning.
- Built and maintained executive reporting dashboards and portfolio tracking tools in Power BI, Google Looker Studio, and advanced Excel.
- Tracked daily macroeconomic indicators (Selic, IPCA, FX) and research reports to guide tactical portfolio rebalancing decisions.
- Structured investment portfolios across fixed income, tax-exempt private credit, B3 equities, investment funds, foreign exchange, and insurance.
Python R Power BI Compliance CVM/ANBIMA Alocação de Ativos
Market Research & Intelligence Analyst
Apr 2025 - Aug 2026 Ágora Pesquisa (NKIN Consultoria e Marketing) · Araruama, RJ, Brasil
- Conducted market research and electoral studies (focus groups, in-depth interviews, and surveys), from data analysis to client presentations.
- Restructured focus group recruitment and survey collection workflows (Likert matrices and send windows) to increase operational profit margin by 65%.
- Automated survey collection and tabulation via Meta API (WhatsApp) and Typebot for 28,000+ respondents (92.3% automated), with a 90% reduction in manual effort.
- Designed the Project Aporia analytics platform and built Python utilities (agp-media and mailing cleaners) for team audio diarization and form OCR.
- Prepared technical reports and presented findings and strategic diagnostics directly to public clients (Saquarema, Maricá, EMPETUR) and private entities (Sebrae-SP).
- Built statistical and econometric models in Python, R, and SQL on survey microdata (regression and Random Forest with 86.5% accuracy) for opinion studies.
- Analyzed qualitative data from focus groups and in-depth interviews through discussion guides, topic co-occurrence matrices, and AI-assisted syntheses.
- Modeled relational databases (PostgreSQL and SQLite) and ETL pipelines in SQL and Python for continuous tracking of customer satisfaction metrics (NPS and CSAT).
- Defined functional specs and technical architecture for a corporate CATI dialer using Redis async queues, PostgreSQL, and S3 storage for telephone surveys.
- Built an automated Python pipeline using Google Places API and Gemini for a tourism inventory in Pernambuco, deployed on GCP virtual machines and Docker.
Pesquisa Quali-Quanti Python SQL Meta Graph API Econometria Automação de Coleta
Backoffice Manager & Investment Advisor (Partner)
Aug 2017 - May 2020 Meta & Actio Agente Autônomo de Investimentos · Rio de Janeiro, RJ, Brasil
- Built automated financial and estate planning tools in Excel and VBA that delivered over 20% in tax savings and a 100% increase in insurance policies.
- Built and deployed the LongandShortR algorithm in R for statistical arbitrage via cointegration on B3, with 100+ monthly trading opportunities identified.
- Established the backoffice department, with new operating manuals, custody reconciliation routines, trade settlement workflows, and team training.
- Implemented automated cross-check routines to reduce operational errors in trade tickets and settlements under broker and regulatory rules.
R (Urca, Tseries, Dplyr) Cointegração Engle-Granger Backoffice VBA
Co-Founder & Commercial Director
Jan 2014 - Nov 2018 Espaço Champs Elyseés · Rio de Janeiro / Araruama, RJ, Brasil
- Renegotiated vendor contracts and shifted to on-demand outsourcing for a 70% reduction in fixed payroll expenses.
- Implemented automated lead response and visit scheduling workflows that reduced response time by 80% and increased proposal conversion by 30%.
- Built the digital presence and local SEO strategy to reach 1st place in organic search results across Região dos Lagos with zero paid media spend.
- Redesigned facility layout and service workflows to double (+100%) catering capacity and expand spa service capacity by 300%.
- Managed daily operations, menu pricing models, cash flow, tax obligations, and on-site logistics for private events.
Gestão Operacional Negociação Planejamento Orçamentário
Digital Marketing Consultant & Webmaster
Nov 2002 - Jan 2014 BX House · Rio de Janeiro, RJ, Brasil
- Implemented on-page SEO routines, XML sitemaps, and indexing audits in Google Search Console to grow organic search traffic for client websites.
- Provided web development consulting, server configuration, DNS zone management, and WordPress administration for small and medium-sized businesses.
- Advised regional businesses in Rio de Janeiro and Região dos Lagos on digital presence and web channel structuring.
SEO Web Development Infraestrutura Digital
Marketing Consultant Intern
Jan 2012 - Aug 2012 Ayra Consultoria (Empresa Júnior IE/UFRJ) · Rio de Janeiro, RJ, Brasil
- Implemented and tracked web traffic and conversion metrics in Google Analytics, with regular reports on visitor behavior.
- Executed consulting projects for external clients across market research, target audience sizing, and customer acquisition campaign design.
- Developed the junior enterprise's institutional marketing plan and defined its commercial positioning and service scope.
- Standardized team files, project reports, and commercial diagnostic questionnaires using Google Suite (Docs, Sheets, and Forms).
- Designed graphic materials and institutional promotional pieces in Corel Draw and Adobe Photoshop.
- Managed social media channels and published content on the institutional WordPress blog to promote consultancy projects.
Pesquisa de Mercado Planejamento Estratégico
Undergraduate Research Assistant
Jun 2011 - Jul 2012 Instituto de Economia — Universidade Federal do Rio de Janeiro (IE/UFRJ) · Rio de Janeiro, RJ, Brasil
- Co-authored an abstract published in the XXXIV JICTAC proceedings (2012) and presented findings on factors enabling ICT business creation in Brazil.
- Conducted field surveys and sample validation across 76 ICT startup founders, with named acknowledgement in the paper published at CONF-IRM 2012.
- Surveyed institutional conditions, credit lines, and public policies affecting the survival and growth of early-stage technology firms in Brazil.
- Cleaned raw response datasets, filtered inconsistencies, and tabulated microdata series for statistical analysis.
- Executed multi-channel data collection across online questionnaires (Google Forms), professional network outreach, and in-person interviews at industry events.
Economia Industrial Estatística Descritiva Pesquisa de Campo SPSS
Marketing and Communications Associate
May 2010 - Feb 2012 AIESEC no Rio de Janeiro · Rio de Janeiro, RJ, Brasil
- Introduced shared cloud spreadsheets and documents (Google Sheets and Google Docs) at the Rio de Janeiro committee for campaign tracking and reporting.
- Promoted social (Global Citizen) and professional (Global Talents) exchange programs across universities through information sessions and presentations.
- Created and applied evaluation forms in Google Forms to collect feedback and expectations from international exchange participants and student applicants.
- Participated in cross-cultural communication routines, exchange participant onboarding, and teamwork with students from multiple countries.
Comunicação Captação Intercâmbio
