Wagner Mendonça Costa

Analista de investimentos @ Libertas Asset S.A.

About

4 year of experience on the financial market, working on large brokerage firms. Technical profile with great comercial anilitie. Among my mainly abilities I emphatize my scenario interpretation in order to make a investment portfolio. I really like to make diference on people’s life. I am interested in working at banks, research companies, brokerage firms assets managements. In 2021, because of my huge money capture, I won a trip to Cancun- Mex. Academic Degree • Civil engineering – FUMEC University (2020). Financial Certificates • ANCORD AAI; • ANBIMA CEA (Investments Specialist); • ANIBIMA CFG (Asset Management fundamentals); • APIMEC CNPI (Stock Analyst) Languages and Internatioal Experiences • English Fluent | Exchange program of 6 months at Atlas Language School – Dublin (Ireland); • Italian. Mais abilities and activities • Risk analysis; • Economic analysis; • Customar services; • Financial planning; • Portfolio management; • Identification of opportunities on client’s portfolio; • Administrative and operational routines; Professional experience SANTANDER Bank – since 08/2022. • Financial planner RIVA INVESTIMENTOS | XP INVESTIMENTOS – 09/2021 - 06/2022 • Finacial planner MONTEVERDE INVESTIMENTOS | XP INVESTIMENTOS – 03/2020 - 09/2021. • Financial planner WAGNER MENDONÇA COSTA +55 (031) 99218-4436 wagnercozta@hotmail.com

Country

Brazil

City

Belo Horizonte

Industry

Financial Services

Skill

Contabilidade financeira, Orçamento, Relatórios de indicadores-chave de desempenho (KPI), Viabilidade, Tabelas dinâmicas, gráfico, Microsoft Power Query, Gantt, VBA Excel, PROCV, Gráficos, Ensino superior, Português, Finanças corporativas, Planejamento estratégico, Liderança, Atendimento ao cliente, Banco de investimento, Cnpi, Mercado de crédito

Experience

Analista de investimentos

Libertas Asset S.A.

2025-10 - Present · 1 yr

Belo Horizonte, Minas Gerais, Brasil

Gerente de negócios

Grupo Euro17

2024-1 - 2025-10 · 1 yr 10 mos

São Paulo, São Paulo, Brasil

Financial Advisor

Santander Brasil

2021-9 - 2024-1 · 2 yrs 5 mos

Belo Horizonte, Minas Gerais, Brasil

>>>>During my time at the bank, there was an increase in revenue in my portfolio of approximately 20%, totaling an additional revenue of R$300,000, in addition to R$350,000 in brokerage fees. • Development of personalized investment strategies for high-net-worth clients, focusing on life goals and long-term investments. • Detailed portfolio analysis to identify risk and return optimization opportunities. • Daily monitoring of relevant global events to ensure well-founded investment recommendations. • Clear and accessible presentation of investment strategies and concepts. • Fundamental analysis of companies and sectors to identify promising investment opportunities. • Risk-return assessment to determine investment suitability for clients. • Client wealth management, portfolio monitoring, and adjustments to meet investment goals. • Providing financial guidance and education to clients, helping them make informed decisions about their investments. • Regular portfolio performance analysis, adjusting strategies as needed to maximize returns. • Proactive approach to investment-related issues and challenges, working to find effective solutions and meet client needs

Financial Advisor

Monteverde Investimentos

2020-3 - 2021-9 · 1 yr 7 mos

Belo Horizonte, Minas Gerais, Brasil

>>>During the time at Monteverde, primarily through cold calling, a total of R$25 million was raised, resulting in an approximate total revenue of R$500,000, and as a reward, a trip to Cancún, Mexico. • Every day, 80 calls were made to acquire new clients, in addition to networking events. • Development of personalized investment strategies for high-net-worth clients, focusing on life goals and long-term investments. • Detailed portfolio analysis to identify risk and return optimization opportunities. • Daily monitoring of relevant global events to ensure well-founded investment recommendations. • Clear and accessible presentation of investment strategies and concepts. • Fundamental analysis of companies and sectors to identify promising investment opportunities. • Risk-return assessment to determine investment suitability for clients. • Client wealth management, portfolio monitoring, and adjustments to meet investment goals. • Providing financial guidance and education to clients, helping them make informed decisions about their investments. • Regular portfolio performance analysis, adjusting strategies as needed to maximize returns. • Proactive approach to investment-related issues and challenges, working to find effective solutions and meet client needs.