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Marcos
Financial and Investment Advisor
Contato
Competências
Performed investment analysis and cash flow forecasting to inform investment decisions.
Provided personalized financial advice tailored to client needs and investment goals.
Managed client portfolios, coordinated tasks, and supported team operations across roles.
Handled financial records, reconcilations, and supported audit and tax compliance processes.
Delivered commercial presentations, managed client relationships, and coordinated site visits.
Formação acadêmica
Idiomas
Resumo
A dedicated professional with over 5 years in real estate and financial advisory roles, specializing in investment analysis, client portfolio management, and real estate solutions. Skilled in providing tailored advice, financial analysis, and managing administrative workflows across finance,...
Principais conquistas
- Guided clients in selecting real estate investments, analyzing ROI and profitability.
- Designed personalized financial strategies based on client profiles and managed portfolios.
- Supported mortgage procedures, legal documentation, and facilitated sales through presentations and site visits.
Experiência
Financial and Investment Advisor
Accompanied clients in selecting real estate projects as investment vehicles, providing tailored financial and asset advisory., Analyzed real estate products (capital gains, profitability, ROI)., Designed personalized investment strategies according to client profiles., Post-sale follow-up and...
Administrative and Accounting Assistant
Held a multitasking role combining administrative management with accounting control., Learned to solve problems in real-time and became a key internal support for office operations., Recorded and managed income, expenses, and bank transactions., Handled accounting files and tax documentation.,...
Accounting Assistant
First professional experience in accounting., Learned from scratch about bookkeeping, reconciliations, and key accounting processes., Collaborated in basic audits, developing financial judgment and attention to detail., Solid foundation in tax compliance and use of accounting tools.