BRAWN MATA

Dallas, Texas, *****; +1-346-***-****; ad23m0@r.postjobfree.com; LinkedIn Profile (link)

EDUCATION

University of Texas at Dallas, USA Jun 2025

Master of Science in Finance

Estacio de Sa University, Brazil Dec 2021

Bachelor of Science in Economics GPA 3.67

PROFESSIONAL EXPERIENCE

Blue3 Investment Advisory Company, Brazil Jun 2021 – Jun 2022 Investment Advisor

• Provided strategic guidance for the investment decisions of two major accounts managed by Blue3, collectively valued at approximately R$ 80 million (~ USD 18 million) at the time. Responsible for the inception of the initial asset portfolio, ongoing monthly maintenance, and the meticulous preparation of monthly performance reports. Over the course of five months, the combined portfolio, encompassing both accounts, achieved an average Return-on-Investment of 5.94%.

• Supported operationally the commercial advisors, resulting in approximately 13% upsurge in the influx of new financial applications originating from investor clients.

• Monitored and adjusted investment portfolios to ensure alignment with client goals, reducing about 7% of monthly investments withdrawals of existing clients.

• Facilitated synergistic collaboration among commercial advisors, brokers, tax planners, and international investment experts to optimize client service efficacy, resulting in a notable 21% increase in allocation to international investment products. Santander Bank, Brazil

Retail Business Intern Nov 2020 – Jun 2021

• Monitored commercial production within the business, devising key performance indicators (KPIs) and scrutinizing potential enhancements to the sales strategy to inform executive decision-making by the general manager.

• Provided comprehensive guidance to clients on banking processes, products, and services, resulting in a notable increase in daily product sales—approximately 3 additional products per client manager. Transpetro - Petrobras Logistics, Brazil Feb 2020 – Nov 2020 Intern of Business Strategy, Strategic Planning, Market Study and Organization

• Participated in the management of activities related to portfolio management processes.

• Collaborated in the activities and processes of budget planning and organization.

• Collected and analyzed competitive intelligence data related to market trends and competition.

• Supported the preparation of business presentations and reports. Brazilian Federal Bank “BNDES” - Brazil May 2019 – Feb 2020 Financial Intern of External Fundraising and Relationship with International Organizations

• Contributed substantively as a member of the technical team at BNDES in the formulation and execution of the agreement establishing interbank cooperation among the primary financial institutions of the BRICS group (Brazil, Russia, India, China, and South Africa)- Cooperation called BRICS Interbank Cooperation Mechanism (BRICS ICM).

• Demonstrated proactive engagement by actively supporting the team dedicated to securing external funding for federal projects.

• Participated in technical deliberations and contributed significantly to the development of Memoranda of Understanding negotiated between BNDES and various financial institutions, as well as international organizations. PROFESSIONAL CERTIFICATIONS: SIE – Securities Industry Essential (by FINRA, USA); FBB10 Full Banking Correspondent

(by Brazilian Federation of Banks); ANCORD – Professional Certification for Investment Advising (by Association of Securities Brokers, Brazil)

OTHERS TRAININGS: Financial Indicators Analysis (by: Vexpenses University Brazil, 2020); Fixed Income Market (by: Brazilian Association Financial and Capital Market Entities, 2020); Investment Funds (by: Brazilian Association Financial and Capital Market Entities); Energy Transition – Towards a Low Carbon Future (by: Institut Francais Du Pretole, 2020); Special Training on Prevention of Money Laundering and Combating the Financing of Terrorism (by: Brazilian Federal Bank “BNDES”, 2019); Procurement in Oil and Gas Industry (Brazilian Institute of Oil, Gas and Biofuel, 2018) SKILLS: Bloomberg Terminal; SaS Software; Excel and Power BI ADDITIONAL INFORMATION: Languages: Ingles(professional-fluent); Portugues (fluent-native); Spanish (intermediate). Eligibility: F-1 Visa, Eligible to work in the US for internships and full time for up to 36 months (STEM Major)