Isabella Pinheiro F. Lamas

Critic
DISC Type : C

Equity Research Associate Director at UBS

São Paulo, São Paulo, Brazil

Overview

Isabella is an Equity Research Associate Director at UBS, leveraging a unique background in Production and Manufacturing Engineering from universities in Brazil and the UK. A CNPI-certified professional, she has progressed through roles at Credit Suisse and BLP Asset before reaching her current director-level position at UBS.

Her focus on continuous learning is demonstrated by certifications and courses in accounting and dashboard management. Professionally, she follows major industrial and consulting firms like GE and Accenture, aligning with her engineering roots and financial expertise.

She holds dual degrees in engineering from the Universidade Federal de Juiz de Fora and the University of Nottingham.

Personality Overview

Information Seeker

Objective Thinker

ROI Driven

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Equity Research
Her entire career path has been dedicated to this field, culminating in her recent promotion to Associate Director at UBS.
Financial Analysis
She holds the CNPI certification, a key qualification for investment analysts in Brazil, underscoring her expertise in financial evaluation.
Industrial Sector
[Predicted] Her dual degrees in Production and Manufacturing Engineering, coupled with an interest in GE, suggest a focus on industrial companies.

Media Appearances

Isabella has no verified media appearances

Work History

2-2023
Equity Research Associate Director at UBS
6-2021 - 2-2023
Equity Research Analyst at UBS
3-2020 - 5-2021
Equity Research Analyst at BLP Asset
1-2019 - 3-2020
Equity Sales Trainee at Credit Suisse
3-2018 - 12-2018
Analista Financeira at Crescento Consultoria Financeira

Education

2012 - 2018
Engenharia de Produção from Universidade Federal de Juiz de Fora
2015 - 2016
Manufacturing Engineering from University of Nottingham

More Information

Social Presence :

Prographics :

Exp : 8 Location : São Paulo, São Paulo, Brazil Job Level : Mid-senior Designation : Equity Research Associate Director at UBS
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Insights For Selling To Isabella

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Isabella is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Isabella

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Isabella move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Isabella take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Isabella

Personality Compatibility


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