Thiago Pegorer

Investment Analyst: Managed client portfolios with AuM of €100M, covering both traditional (stocks, bonds, funds) and alternative investments (new business development, M&A origination). Client relationships: Maintained client relationships by providing updates on portfolio performance and geopolitical developments. New clients prospecting: Supported business growth through new client prospecting, cold calls, and participation in networking events.

Banker support tools: Created dashboards using Python and Excel to track client portfolio activities. Coordinated with senior bankers to deliver timely portfolio insights, ensuring alignment with client strategies and deadlines. Enhanced risk monitoring: Built automated portfolio overviews, improving transparency and decision-making for wealth managers. Optimized client relationship management (CRM): Planned and executed client communication processes, improving efficiency in relationship management.

I am currently pursuing a Master’s in Industry 4.0 in Berlin, where I integrate project management skills (Scrum, Agile, WBS, CPM, Risk and Stakeholder analysis) with data analysis methods (regression and classification models). My studies also cover industrial automation with SIMATIC S7-300, PROFIBUS and communication protocols, as well as additive manufacturing through 3D printing and material analysis, preparing me for roles in digital transformation and innovation.

I hold a Bachelor’s in Mechatronics Engineering with finance electives (startup valuation, corporate finance, fixed income, accounting). I developed skills at the intersection of engineering and business through projects such as an ERP system integrating CRM and MES, a robotic arm with machine vision for automated sorting, and IoT/automation solutions using Arduino, STM32 and RFID for warehouse tracking with web dashboards.