Gabriel Souza

Gabriel Souza Email and Phone Number

Investment Operations Analyst @ SWIB @ State of Wisconsin Investment Board
Gabriel Souza's Location
Salt Lake City, Utah, United States, United States
About Gabriel Souza

With over 10 years of work experience in finance, business operations, and project management, I am a versatile and adaptable professional who thrives in dynamic and challenging environments. I am passionate about delivering value and excellence to my clients, partners, and stakeholders, and leveraging data and technology to optimize processes and performance. As an Investment Operations Analyst at State of Wisconsin Investment Board (SWIB), I am proud to be part of a team that manages over $140 billion in assets for the benefit of Wisconsin public employees and retirees.In my current role, I am responsible for ensuring the accuracy and timeliness of data and transactions related to SWIB's alternative investment portfolio, which includes private equity and real estate. I collaborate with internal and external parties to reconcile cash flows, valuations, fees, and performance metrics, and to prepare reports and analyses for senior management and board members. I also assist with the implementation and enhancement of systems and tools to automate and streamline workflows and controls. Some of the skills that I use and develop in this role are finance, Microsoft Excel, Microsoft Office, and communication.

Gabriel Souza's Current Company Details
State of Wisconsin Investment Board

State Of Wisconsin Investment Board

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Investment Operations Analyst @ SWIB
Gabriel Souza Work Experience Details
  • State Of Wisconsin Investment Board
    Investment Operations Analyst
    State Of Wisconsin Investment Board Sep 2022 - Present
    Madison, Wisconsin, Us
  • Bizz
    Board Member
    Bizz Jan 2022 - Present
  • Bizz
    Head Of Business Operations And Finance
    Bizz Dec 2014 - Dec 2021
    • Directed operations for over four retail stores and led gross revenues to $5 million• Acquired a competitor store and performed a turnaround leading revenues to 3x prior acquisition • Headed 50 employees, including supervisors, buyers, managers, sales team, HR team, and office team• Monitored P&L and was responsible for approving the company’s Financial Statements• Led the overall capital structuring strategy, cash management, and investment allocation• Provided the financial schedule and valuation for new investments
  • Alter Domus
    Fund Analyst - Alternative Investments
    Alter Domus Jun 2022 - Aug 2022
    Luxembourg, Lu
    • Process and track daily cash contributions and distributions for investment fund clients• Enter daily and monthly deliverables by recording journal entries, wires, and loan schedules • Assist in the preparation of financial statements for Real Estate Private Equity Funds (REIT and Debt)
  • Grupo Santander
    Business Portfolio Manager
    Grupo Santander Jan 2013 - Mar 2015
    Boadilla Del Monte, Madrid, Es
    • Managed portfolio of 300 business clients and increased the portfolio revenue by 80%• Member of the bank branch risk and credit committee – analysis and decision• Provided financial advice on business strategies and Capital Markets (e.g., fixed income investments, mutual funds, stock market, futures, and derivatives market, foreign exchange operations)• Provided loans for small and medium businesses in the Latin American market• Partnered with the operations team on-post transaction services (trades, securities, loans, and contracts) • Awarded Minas Gerais, Brazil state "Top 5 Profitability Manager" for 12 consecutive months
  • Grupo Santander
    Commercial Trainee
    Grupo Santander Aug 2012 - Dec 2012
    Boadilla Del Monte, Madrid, Es
    • Selected as one of 188 trainees between nearly 30.000 candidates of the Santander Bank Trainee National Program;• Worked with Santander Brazil VP's during 5 months of intense training in all sectors of the bank;• Graduated in the trainee program as one of the highlights of the class.
  • Caterpillar Inc.
    Translator
    Caterpillar Inc. Jul 2012 - Aug 2012
    Irving, Texas, Us
    • Responsible for translating locomotive assembly instructions from Canadians to Brazilians’ assembly line workers.
  • Ambev
    Trainee Engineer
    Ambev May 2011 - May 2012
    São Paulo, Sp, Br
    • Worked closely with engineers leaders and team providing support, technical analysis, and insights to help drive maintanance department of the factory;• Maintained reports using Excel to provide maintanance data in board meetings;• Advised team on appropriate solutions on the factory production lines;• Developed a project using statiscs data, that aimed to reduce bottle breakage in production lines by 80%.
  • Iveco
    Trainee Engineer
    Iveco Apr 2010 - May 2011
    Turin, It
    • Responsible for KPI’s of assembly analysis lines of medium and heavy trucks; • Led the development of projects to improve and optimize the production lines;• Created a department focused on search of new contigency suppliers; • Managed the logistical flow of contingency purchases;• Avoided the production line shutdown that was previously caused by missing parts in 95% of the cases.
  • Hs Veículos
    Car Sales Specialist
    Hs Veículos Feb 2003 - Apr 2010
    • Supervisor of the used vehicles sales team;• Coordinator of the new vehicles sales department;• Specialist in used vehicles valuation;• Responsible for $ 1MM of the annual business revenue, on average.

Gabriel Souza Skills

Competitive Intelligence Team Leadership Sales Operations Business Analysis Calculations Dynamic Financial Management Problem Solving Problem Analysis Sales Performance Credit Analysis Credit Management Credit Risk

Gabriel Souza Education Details

  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Finance
  • Puc Minas
    Puc Minas
    Project Management
  • Unifemm - Centro Universitário De Sete Lagoas
    Unifemm - Centro Universitário De Sete Lagoas
    Industrial Engeeniring With Mechanical Emphasis

Frequently Asked Questions about Gabriel Souza

What company does Gabriel Souza work for?

Gabriel Souza works for State Of Wisconsin Investment Board

What is Gabriel Souza's role at the current company?

Gabriel Souza's current role is Investment Operations Analyst @ SWIB.

What schools did Gabriel Souza attend?

Gabriel Souza attended University Of Utah - David Eccles School Of Business, Puc Minas, Unifemm - Centro Universitário De Sete Lagoas.

What are some of Gabriel Souza's interests?

Gabriel Souza has interest in Social Services, Politics, Education, Environment, Science And Technology, Arts And Culture, Health.

What skills is Gabriel Souza known for?

Gabriel Souza has skills like Competitive Intelligence, Team Leadership, Sales Operations, Business Analysis, Calculations, Dynamic, Financial Management, Problem Solving, Problem Analysis, Sales Performance, Credit Analysis, Credit Management.

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