1st lesson free
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Daiane
- Rate $50
- Response 1h
$50/h
Contact
1st lesson free
- Accounting
- Economics
- Microeconomics
- Finance
- Macroeconomics
CFA Charterholder tutoring CFA topics economics finance accounting ethics corporate finance excel
- Accounting
- Economics
- Microeconomics
- Finance
- Macroeconomics
Lesson location
About Daiane
I am an investment professional with experience working across Defined Benefit and Defined Contribution pension schemes, specializing in portfolio analysis, fiduciary management oversight, governance, and ESG integration. My background spans both in-house pension fund work and professional trusteeship, where I have supported investment strategy, performance monitoring, funding discussions, and broader governance processes. Academically, I hold a Master’s degree in Economics and two Bachelor’s degrees — in Economics and Public Administration — with an emphasis on finance and strategy. I have published research in respected academic outlets and presented at international conferences. I also hold the CFA Institute Certificate in ESG Investing and am currently a CFA Level III candidate. My career has given me strong quantitative skills, a solid understanding of financial markets, and hands-on experience with investment policy, ALM, multi-asset portfolios, and regulatory frameworks. I have also taught finance and economics at the university level and developed didactic material for financial certification programs, which strengthened my ability to communicate complex concepts clearly. I am passionate about the intersection of investments, pensions, and long-term financial strategy. I enjoy roles where I can combine analytical thinking, problem-solving, and clear communication to support effective decision-making. Motivated, detail-oriented, and committed to continuous learning, I am focused on growing my career in the investment industry and contributing meaningfully to organizations with strong values and long-term vision.
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About the lesson
- All Levels
- English
- Portuguese
All languages in which the lesson is available :
English
Portuguese
With a strong background in investment analysis and pension fund management, I bring both technical expertise and teaching experience to support CFA candidates on their learning journey. My professional career includes working with DB and DC pension schemes, fiduciary management oversight, multi-asset portfolio analysis, ESG integration, funding strategies, and governance frameworks
CV_Daiane_De_Bortoli
. I also hold the CFA Institute Certificate in ESG Investing and am a CFA Level III candidate, having successfully progressed through the earlier levels of the program
CV_Daiane_De_Bortoli
.
Alongside my industry experience, I have worked as an assistant professor and content developer for financial certification courses, producing instructional material and teaching university-level finance and economics modules
CV_Daiane_De_Bortoli
. This combination of applied investment practice and academic teaching enables me to explain complex concepts clearly and adaptively.
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Rates
Rate
- $50
Pack rates
- 5h: $250
- 10h: $500
free lessons
This first lesson offered with Daiane will allow you to get to know each other and clearly specify your needs for your next lessons.
- 1hr
online
- $50/h
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