Consultoria de Investimentos

The company has a highly diversified credit portfolio. My job is to analyze different segments and cohorts of the portfolio, utilizing a variety of statistical and economic tools, while looking for opportunities in the credit policy. Upon identifying an opportunity, I make a recommendation for a change in the credit policy to the credit committee.

At Scalare Capital, I was responsible for developing the investment strategy for stocks, REITs, and hedge funds. My role involved analyzing securities and funds using both fundamental and quantitative analysis, and presenting recommendations to the investment committee.

As Head of Public Equities, I was responsible for developing the core investment strategy for stocks and REITs. This foundational strategy would then be customized to best align with each client's individual needs and goals. Additionally, I was responsible for executing trades for the firm's largest clients.

My role involved prospecting clients, inquiring about their financial needs and goals, and developing an investment portfolio most appropriate for each client. I would then hold regular meetings to review the portfolio's performance and suggest the necessary changes