Caio T. Email and Phone Number

As an Equity Research Intern in the LatAm Utilities sector, contributed significantly to the team during a period of understaffing, working directly with the VP. Took on responsibilities beyond typical intern duties, assisting in the creation of earnings reports by extracting vital information from press releases. Managed the distribution of press releases and financial statements to key stakeholders after market close or before market open.Responsible for organizing schedules and maintaining the calendar for earnings releases, ensuring timely dissemination of information. Created and updated the weekly sector review report, which involved updating databases, modeling financial projections, and reviewing models before uploading them into J.P. Morgan Markets.Conducted in-depth research on energy structures across various Latin American countries, developing databases to analyze historical energy frameworks of specific nations. Handled daily morning clippings of relevant news and inputted balance sheet and income statement data into financial models. Took detailed notes during conference calls and maintained direct contact with the financial teams of companies under coverage. These activities were integral to supporting the team’s analysis and recommendations within the sector.

Middle & Corporate Banking Analyst | XP Wholesale BankSupported senior bankers in middle-market and corporate banking at XP Investimentos, focusing on leading Brazilian companies, both public and private. Maintained direct involvement in treasury operations, including public securities transactions (Brazil’s National Treasury bonds) and foreign exchange operations for clients (FICC). Managed documentation to enable client access to derivative products and collaborated with the credit team, attending credit committee meetings to assist with credit approvals.Worked closely with XP US, XP Investimentos’ U.S. subsidiary, on cross-border transactions involving Delaware and Cayman Islands structures, designed to enhance tax and fiscal efficiency for clients. Collaborated on solutions to optimize fiscal strategies and provide tailored financial advantages.Contributed to a landmark transaction in Brazil’s soccer industry—an exclusive 50-year partnership with Liga Forte Futebol (LFF), representing top soccer clubs. Coordinated with investment banking to ensure the seamless transfer of funds from both anonymous and international investors to LFF member clubs.Oversaw daily cash management for clients, allocating funds in repos and identifying investment strategies to maximize value for both clients and the bank. For clients with equity market exposure, executed derivative transactions and implemented hedging strategies, delivering customized solutions aligned with client needs.

Relationship Banker | XP Investimentos - Nasdaq Listed(XP Nasdaq; XPBR31 B3)Served as a Relationship Banker at XP Investimentos, one of Brazil’s largest investment brokerages, quickly establishing a strong foundation in financial services and excelling in both client relationships and team leadership. Specialized in a broad spectrum of financial products, including fixed income instruments such as CDBs, LCIs, LCAs, federal government bonds, and private credit instruments like CRIs, CRAs, and Debentures, including primary issuances of private credit. Managed investments in registered real estate funds, real estate investment trusts (REITs), mutual funds, private equity funds, and equities operations with options. Collaborated closely with brokers operating cash and futures - structure operations (Rubi, Collar, Booster & leverage risk operations) Achieved recognition as the top revenue contributor in October 2022 and the top asset gatherer in December 2023 within a team of over 90 professionals. Awarded by Visa as the highest credit card allocator among over 1,200 employees, consistently ranking within the top three across the organization.Recognized as the top allocator for Newave Capital, a private equity fund focused on renewable energy in Brazil, achieving the highest placement within the bank’s segment for this fund. Built close client relationships by delivering consistent value, guiding clients through market changes, and providing strategic, long-term insights to support their financial goals. Known for a highly professional approach that fostered trust and ensured a high standard of service.Acted as a key resource within the team, supporting management in oversight responsibilities and serving as a designated mentor for new hires. Contributed to a culture of operational excellence and client-first service by sharing best practices and delivering targeted training sessions.