Ste***cha

Especialista em investimentos

Education

Universidade Estadual de Santa Cruz

Universidade Estadual de Santa Cruz (2016 - 2021)

  • Degree: Bachelor's degree
  • Field of Study: Economics

INE (2020 - 2021)

  • Degree: capacitacion
  • Field of Study: Matemática Financeira e Estatística
  • Description: Activities and societies: HP 12C Cálculos financeiros Projeções bancárias

Skills:

Microsoft Excel, Sales

Work Experience:

Especialista em investimentos at Bradesco

  • Duration: Apr 2024 to Present

AN Empresas PRO at Itaú Unibanco

  • Location: Salvador, Bahia, Brazil
  • Duration: May 2023 to Mar 2024

Agente Comercial at Itaú Unibanco

  • Location: Lauro de Freitas, Bahia, Brazil
  • Duration: May 2021 to Apr 2023

Pesquisador at Universidade Estadual de Santa Cruz

  • Location: Ilhéus, Bahia, Brazil
  • Duration: Aug 2018 to Jun 2020
  • Description: Bolsista de Iniciação Científica, do Núcleo Temático de Turismo da Universidade Estadual de Santa Cruz.
AI Resume Analysis

Candidate Intelligence Report

AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.

Career Continuity & Risk Assessment

Employment GapMedium

There is a gap between Jun 2020 and May 2021 (~11 months) with no reported employment. This could be explained by education, certification, or transition periods, but warrants clarification during interviews.

Industry ConsistencyLow

All roles are within financial services or closely related activities (investment specialization, commercial/financial sales, and university research support). This indicates strong industry alignment with manageable deviation during an academic period.

Tenure StabilityMedium

Recent roles show several shorter stints (approximately 11 months in 2023-2024 and ongoing role since 2024). While there is clear progression, the shorter durations could raise questions about long-term commitment in a new market; needs context.

Education-Career MatchMedium

Education is from a Brazilian public university, and while roles are finance-focused, the resume does not specify degree field. The match is plausible but would benefit from clarity on degree and relevant coursework.

Career Growth Curve

Pesquisador (Bolsista de Iniciação Científica, Núcleo Temático de Turismo) Entry
Universidade Estadual de Santa Cruz
Aug 2018 - Jun 2020
Agente Comercial Entry
Itaú Unibanco
May 2021 - Apr 2023
AN Empresas PRO ↑ Promoted
Itaú Unibanco
May 2023 - Mar 2024
Especialista em investimentos ↑ Promoted
Bradesco
Apr 2024 - Present
Assessment: Stefany Rocha has a consistent upward trajectory within the Brazilian financial services sector, culminating in a specialized investment role. The progression demonstrates increasing responsibility and client-facing acumen, suggesting readiness for mid-to-senior roles in wealth management or cross-border investment sales, subject to relocation/visa considerations for the US market.

Best-Fit Roles (Top 5)

1

Senior Investment Advisor / Wealth Management Advisor95% fit

Direct alignment with current investment specialization and client-facing experience; strong potential to lead investment conversations and portfolio strategy for high-net-worth clients in a cross-border or US-based firm.

2

Relationship Manager – Investments (Latin America / US cross-border)92% fit

Experience in Itaú/Bradesco with sales and client service; capability to manage Latin American client relationships and investment products for a global bank or US affiliate.

3

Investment Sales Consultant (Financial Services / Brokerage)88% fit

Sales background in banking combined with investment product knowledge; suitable for distribution channels targeting diverse client segments, including international clients.

4

Portfolio/Financial Analyst (Asset Management)78% fit

Analytical role leveraging Excel skills and investment exposure; would fit well in an asset management or mutual fund environment, potentially in a junior to mid-level capacity.

5

Market Research Analyst – Financial Markets or Tourism Sector70% fit

Early research background plus quantitative skills; could support investment desks or current research teams in banks or fintechs, especially for market intelligence.

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