Juliana Ongaratto

Experience

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  Equilíbrio Assessoria Econômica Solidária

  Feb 2014 - Dec 2014

  Project Consultant
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  Sistema FIERGS

  Aug 2015 - Dec 2016

  Intern of Economic Research Unit

  ▪ Business as usual responsibilities:– Updating data bases of macroeconomic indicators to be used as input for economic studies and reports.– Conducing weekly presentations regarding the disclosure of the main economic indicators.

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  Clube do Valor

  Oct 2017 - Jul 2023

  Portfolio Manager & Investment Analyst

  ▪ Business as usual responsibilities:– Performing front office activities related to individual portfolios and funds under management (AUM +BRL 1.00 billion): selecting securities (stocks, ETFs, government bonds, fixed income, and funds), placing orders, executing trades, and monitoring every step of the process with brokers.– Monitoring market conditions and rebalancing portfolios and funds accordingly.– Backtesting investment strategies to enhance alpha gains of the AUM.– Providing relevant information regarding AUM to clients and regulators.▪ Projects:– Annual Income Tax Declaration: acting as the company’s specialist in income tax rules for securities investments, providing annual customized reports to every client and responding to inquiries from clients and prospects.– Overdelivery: responsible for content creation, supplementary materials, and recording a 3.5-hour online course on income tax for securities investments (rules and instructions on how to declare). Show less

• 

  APG Asset Management

  Nov 2023 - now

  Market Data Management Intern

  ▪ Business as usual responsibilities:– Maintaining, matching, mastering and distributing master data related to all the parties (issuers, banks, brokers, custodians, clearing houses, clients, counterparties) involved in the asset management process.– Handling daily data quality exceptions to facilitate data flow among all systems within the company’s operational chain, including regulatory and ESG reports.– Monitoring and testing the current data quality and construction rules, requesting updates and new implementations, and performing the user acceptance test of those developments.▪ Projects:– Data Governance: acting as the team’s data steward in the data governance project, mapping attributes, providing definitions, and assigning ownership, to be maintained in Collibra. Show less