Renan Nakano

I am a professional with a degree in Economics and practical experience in financial market operations, currently focusing my career on working as a Costumer Care Specialist. My career includes roles at brokerage firms and banks, where I developed skills in order execution, portfolio analysis, advisory services, and investor support, always with a focus on technical precision, regulatory compliance, and operational efficiency.

At Banco

Safra, I served as an Equities & Derivatives Sales Trader, analyzing fixed-income and equity portfolios, suggesting strategic reallocations, and supporting managers in promoting the brokerage firm's products. I also prepared detailed trade reports and monitored assets under management, providing advisory support to inform investment decisions. In previous roles at Nova Futura CTVM, I executed buy and sell orders, managed complaints through regulatory channels, and implemented customer retention strategies, strengthening loyalty in a competitive environment.

Among my key achievements, I highlight the development of client retention strategies that reversed client defections to zero-commission brokerages, as well as my experience with SINACOR and Home Broker, which provided me with technical proficiency in critical trading desk systems. With an Operational PQO certification from Ancord and advanced English skills, I bring a combination of analytical skills, strategic vision, and practical experience in market operations, seeking opportunities to apply my expertise in order execution, advisory support, and investment analysis.

Advisor II at DEPARTMENT OF GREEN SPACES AND THE ENVIRONMENT OF THE CITY OF SÃO PAULO (2023-10 – Present)

• I reviewed third-sector documentation in conjunction with the legal counsel to issue certifications and ensure legal compliance
• I supported the administration of electoral processes and the routine activities of municipal park management councils
• Managed the flow of meeting minutes from the management councils, carrying out the necessary procedures for publication in the City's Official Gazette
• I processed administrative cases by drafting official letters and memoranda addressed to municipal secretaries and Deputy Mayors
• I monitored accountability and the release of funds for socio-environmental projects financed by the Special Environmental Fund
• I facilitated the formal submission of requests and activity reports, maintaining technical communication between divisions and sub-city halls

Equities & Derivatives Sales Trader at BANCO SAFRA (2022-04 – 2023-05)

• Analyzed fixed-income and equity portfolios, suggesting strategic reallocations based on investor profiles and the economic outlook
• I supported managers and the network of bank branches in promoting brokerage products and facilitating complex transactions
• I coordinated with various corporate departments to ensure the resolution of client requests and the efficiency of client interactions
• Provided active customer service via phone, chat, email, and in-person meetings, focusing on prospecting and building client loyalty
• I issued detailed transaction reports, including brokerage statements and documentation for income tax calculations, ensuring the accuracy of the information
• I monitored the performance of assets under management, providing technical explanations and advisory support to inform clients' investment decisions

Senior Analyst at NOVA FUTURA CTVM (2008-07 – 2011-03)

• Coordinated with the Back Office to validate custody and assets, auditing client positions during transfer processes to ensure compliance with requests and maintain the integrity of transactions, thereby mitigating execution errors and operational bottlenecks
• I analyzed and issued technical documents via the Sinacor system, including brokerage notes, BTC positions, and statements to support tax matters and income tax calculations
• Assisted investors with stock exchange transactions, providing ongoing support during trading hours
• Executed buy and sell orders and performed the monthly rollover of recommended portfolios, maintaining strict alignment with the investment department's strategies
• Managed complaints through regulatory and public channels, conducting technical analyses and negotiations until final resolution
• I facilitated custody transfer and account closure processes with the Back Office and Compliance teams, strictly adhering to current national legislation
• Provided advisory support on margin requirements, risk tolerance, corporate events, and material facts, guiding investors in their market decisions

Bachelor's Degree in Economics – São Judas Tadeu University (2024)