Directed several debt capital markets deals, which amount to over BRL 1,5 billion, designed to provide working capital and capex financing to companies within the realm of the large corporate segment, belonging to various sectors of the economy. Conceived financial mechanisms that steered cheaper funding for the firm, thereby reducing borrowing costs to the clients, while maintaining lending spreads. Regional head of structuring for the Sao Paulo unit of the large corporate segment, in charge of both originating and executing banking deals focused on local capital lending, throughout all combinations of financial products available in the Brazilian market.

Played instrumental role in portfolio strategy formulation, securities selection, portfolio execution and performance evaluation.Identified investment opportunities by applying a rigorous selection process, guided by methodical value approach and extensive qualitative and quantitative research.Actively explained portfolio strategy, economic outlook, tactical trading and allocation decisions to both clients and prospects, combined with permanent reviews of the objectives of their accounts.

Structured new investment vehicles in Brazil, Luxemburg and Nassau which significantly added to the firm´s assets under management.Controlled all aspects of their implementation processes, from pitching progressions to receiving the first subscriptions, searching to maximize the fitness of the granted mandates to the firm´s legal and administrative landscape.Spearheaded several inter-department teams whose aims were to minimize both execution time and resources employed in the structuring processes.Participated in the Asset Management Investment Committee, whose decision guided the strategy of over 60 different funds.

Executed the divestment of the firm´s private equity funds.Participated in one of the first Brazilian domiciled private equity funds that produced a return on investment for their shareholders, which was far superior to the fund´s benchmark.Interacted closely with all different coordinators and legal counselors involved in the investee companies´ IPOs and secondary offerings.Participated in the investee companies´ board of directors meetings, looking for capitalizing the value of the funds´ minority stake based on strategic recommendations and appraisals.

Calculated Brazil´s Central Bank established market risk limits, within the scope of the proprietary fixed income trading desk’s activities.Estimated the potential exposure of credit structured transactions conceived by the origination and structuring teams.

Analyzed the market risk limits established by the firm’s holding, within the scope of the proprietary equity trading desk’s activities.Developed and implemented a new procedure for measuring equities liquidity risk.

Designed stress test models for the company’s portfolios, seeking to identify the probability of credit rating migration of existing clients.Internship project coordinated with the graduation thesis writing.