Daniel Magno V. Rotta

Daniel Magno V. Rotta Email and Phone Number

Credit Manager @ Itau Seguros | CGA @ Itau Seguros
brazil
Daniel Magno V. Rotta's Location
São Paulo, São Paulo, Brazil, Brazil
Daniel Magno V. Rotta's Contact Details

Daniel Magno V. Rotta work email

Daniel Magno V. Rotta personal email

About Daniel Magno V. Rotta

As a Credit Manager at Itaú Seguros, part of the largest bank in south hemisphere (Itaú Unibanco), I apply my 17 years of experience and credentials in credit analysis and equity research to evaluate and monitor a portfolio's credit risk. I hold a CGA certification issued by ANBIMA, I am a CFA Level III candidate to CFA chartholder, a MSc in Economics from FGV/EPGE, and a Bachelor's Degree in Industrial Engineering from Universidade Federal do Rio de Janeiro.Previously, I was a Partner at Mav Capital, an asset management firm founded in July 2021, where I helped to create a credit risk policy and managed a portfolio of fixed income assets in agribusiness segment for institutional and high net worth clients, achieving consistent returns with zero default rate. Before that, I worked as a Credit Manager at Banco PAN, a commercial bank, where I conducted credit analysis for a corporate portfolio and public entities.

Daniel Magno V. Rotta's Current Company Details
Itau Seguros

Itau Seguros

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Credit Manager @ Itau Seguros | CGA
brazil
Employees:
536
Daniel Magno V. Rotta Work Experience Details
  • Itau Seguros
    Credit Manager
    Itau Seguros Jan 2024 - Present
    São Paulo, Brazil
  • Mav Capital
    Partner
    Mav Capital Jun 2021 - Jan 2024
    São Paulo, São Paulo, Brazil
  • Banco Pan
    Credit Manager
    Banco Pan Feb 2017 - Jun 2021
    São Paulo, Brazil
  • Banco Bocom Bbm
    Credit Manager
    Banco Bocom Bbm 2014 - 2016
    Rio De Janeiro Area, Brazil
    Management of a team consisting of a senior coordinator, 2 senior analysts, 1 junior analyst and 3 interns. Supervision of credit analysis process of all commercial proposals submitted to the executive committee including written recommendations. Active risk assessement of the credit portfolio (agribusiness, corporate, large corporate) including site visits, meetings and conference calls with main shareholders and senior management and proposals for upgrades and downgrades ratings. Credit risk analysis of banks as well as a quarterly presentation to the board of directors.
  • Vinci Partners
    Senior Credit Analyst
    Vinci Partners 2013 - 2014
    Rio De Janeiro Area, Brazil
    Responsible for credit risk analysis of Debt Capital Markets offerings given support to credit committee and portfolio’s risk monitoring.
  • Rep - Real Estate Partners Desenvolvimento Imobiliário
    Portfolio Manager
    Rep - Real Estate Partners Desenvolvimento Imobiliário 2011 - 2012
    São Paulo Area, Brazil
    Management of a experienced team (holding, malls and convenience stores), presentation of monthly results to board of directors (PDG and Lindencorp), introduction of new operational procedures and indicators (KPI), negotiation of new lease contracts and renewals with major tenants.
  • Brmalls Participações S/A
    Finance And Commercial Manager
    Brmalls Participações S/A 2009 - 2011
    Uberlândia Area, Brazil
    Management of commercial, financial, HR and IT areas of a medium size mall (55 thousand sq. meters and 300 stores). Main responsibilities of commercial and financial areas were renewal contracts, negotiate lease discounts and management of accounts receivables and payables.
  • Cr2 Empreendimentos Imobiliarios Sa (Creiy)
    Investor Relations Manager
    Cr2 Empreendimentos Imobiliarios Sa (Creiy) 2007 - 2008
    Rio De Janeiro Area, Brazil
    Maintain updated financial information at security exchange commission (CVM) and stock market (BM&F Bovespa), keep shareholders well informed, develop relationship with hedge funds, mutual funds, asset management houses, family offices and sell and buy side analysts.
  • Banco Bocom Bbm
    Senior Equity And Credit Analyst
    Banco Bocom Bbm 1997 - 2007
    Rio De Janeiro Area, Brazil
    Bottom-up and valuation analysis of shares listed on emerging countries stock market (e.g. Mexico, Chile and South Korea). Accounting and financial analysis of prospect clients, credit proposals’ analysis and credit recommendation to the board of directors.

Daniel Magno V. Rotta Skills

Valuation Capital Markets Equities Finance Financial Modeling Investments Financial Analysis Financial Markets Investment Banking Hedge Funds Derivatives Emerging Markets Microsoft Excel Corporate Finance Portfolio Management Business Strategy Banking Business Planning Asset Management Management Negotiation Strategic Planning Financial Risk Credit Risk Credit Credit Analysis Equity Research Visual Basic For Applications

Daniel Magno V. Rotta Education Details

Frequently Asked Questions about Daniel Magno V. Rotta

What company does Daniel Magno V. Rotta work for?

Daniel Magno V. Rotta works for Itau Seguros

What is Daniel Magno V. Rotta's role at the current company?

Daniel Magno V. Rotta's current role is Credit Manager @ Itau Seguros | CGA.

What is Daniel Magno V. Rotta's email address?

Daniel Magno V. Rotta's email address is da****@****hoo.com

What schools did Daniel Magno V. Rotta attend?

Daniel Magno V. Rotta attended Universidade Federal Do Rio De Janeiro, Fgv Epge, Fgv - Fundação Getulio Vargas, Colégio De São Bento Do Rio De Janeiro.

What skills is Daniel Magno V. Rotta known for?

Daniel Magno V. Rotta has skills like Valuation, Capital Markets, Equities, Finance, Financial Modeling, Investments, Financial Analysis, Financial Markets, Investment Banking, Hedge Funds, Derivatives, Emerging Markets.

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