Sofia Araripe
Miami
Summary
Experienced Private Wealth Management Associate with 4.5 years of expertise at Goldman Sachs, specializing in ultra-high-net-worth asset management, wealth planning, and investment strategies. Demonstrated ability to build strong client relationships and provide customized financial solutions. Holds Series 7, Series 63, and Series 3 certifications. Successfully managed a team with over $1 billion in assets under management (AUM), consistently delivering personalized strategies to achieve clients' financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Private Wealth Management - Financial Investment Professional
Goldman Sachs
06.2020 - Current
- Serve as the primary point of contact for ultra-high-net-worth clients, managing $1B AUM by delivering personalized wealth planning, tailored investment advice, and comprehensive wealth solutions.
- Implement and rebalance strategic asset allocations to align with client objectives while monitoring cash flow for transfers, capital calls, and liquidity needs.
- Facilitate account opening and maintenance to ensure compliance with firm and industry standards.
- Provide clients with detailed portfolio performance reports, market insights, and actionable investment recommendations.
- Collaborate with senior advisors, tax specialists, and portfolio managers to design integrated, long-term financial strategies.
- Execute unsolicited trades across various asset classes, including stocks, fixed income, options, and structured notes, based on market conditions and client needs.
- Mentor aspiring professionals through Goldman Sachs’ Emerging Leaders Series, providing college students with targeted interview preparation and guidance for the Summer Analyst Program recruiting process.
Private Wealth Management - Summer Analyst
Goldman Sachs
06.2019 - 08.2019
- Assisted senior advisors and analysts by preparing monthly reviews and research materials for ultra-high-net-worth clients.
- Collaborated with senior analysts to conduct daily tasks, including data analysis and report preparation, to support investment decisions.
- Organized and prioritized team tasks, enhancing efficiency while also gaining exposure to wealth management processes.
Global Supply Chain - Summer Analyst
Rockwell Automation
06.2018 - 08.2018
- Partnered with cross-functional teams to identify operational inefficiencies and assisted senior members to propose division-wide solutions.
- Assisted in implementing supply chain models and forecasting methods to enhance demand prediction.
- Supported the supply chain division by analyzing inventory management, internal processes, and supplier deadlines.
Education
Bachelor of Science - Industrial Engineering
University of South Florida
Tampa, FL01.2019
Skills
- Client Relationship Management
- Portfolio Implementation & Rebalancing
- Performance Tracking & Analysis
- Trade Execution & Asset Transfers
- Tax, Estate, & Cash Management
- Compliance & Regulatory Adherence
- Client Onboarding
- Advanced Tools: Bloomberg Terminal
Certification
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent State Law
- Series 3: National Commodity Futures Examination
Languages
English, Portuguese
Native language
Timeline
Private Wealth Management - Financial Investment Professional
Goldman Sachs
06.2020 - Current
Private Wealth Management - Summer Analyst
Goldman Sachs
06.2019 - 08.2019
Global Supply Chain - Summer Analyst
Rockwell Automation
06.2018 - 08.2018
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent State Law
- Series 3: National Commodity Futures Examination
Bachelor of Science - Industrial Engineering
University of South Florida
Similar Profiles
Kiarra FreemanKiarra Freeman
Senior Private Wealth Management Analyst at Goldman SachsSenior Private Wealth Management Analyst at Goldman Sachs
Maximillian Ramos-JudgeMaximillian Ramos-Judge
Member at Goldman SachsMember at Goldman Sachs
Diana PhilipsDiana Philips
Relocation Coordinator at Acculogix- Goldman SachsRelocation Coordinator at Acculogix- Goldman Sachs