Latin America equity research sales for UK & EMEA clients

Latin America equity sales for independent regional research boutique

Global Equities• Senior Leader: Head of BAML LatAm sales team in London for 13 years with top tier recognition in client broker reviews leading to higher levels of commission generation. Desk revenues reached peak of $45m in 2012.• Strategic thinker: Guided BAML Latam research team to consistent top 3 positions in Institutional investor surveys, highly important for corporate client awareness and revenue growth.• Client focused: Coverage across a variety of long only, hedge funds and sovereign wealth accounts. Key clients included JP Morgan, Blackrock, UBS, Schroders, T Rowe Price, KIO and Millennium, many with a 15+ year relationship history. • Product champion: Cross-sold prime brokerage, derivative structures, commodities products and various portfolio & electronic trading mandates with aim to augment margins of core cash equity business.• Versatility & flexibility: Seamlessly branched out into other equity regional coverage (US, Global developed, GEM, Frontier) when needed to improve client relationships, revenue retention & growth• Strong negotiator: Key figure in research pricing agreements for major GEM equity clients as industry structures changed in 2018. Personally oversaw research payments of $10m in 2018/19.• The Latin America specialist on the trading floor: Providing unique information flow to market makers, position traders & derivative architects. Correct advice helped trading floor p&l during Brazilian elections in Oct 2018 and in various other periods.BofA Merrill Lynch career 2017 > 2019: Director, Global Emerging Markets/ Latin America equity sales.2016 > 2017: Director, Global Generalist & Latin America equity sales. 2006 > 2016: Head of Latin America equity sales for EMEA.2000> 2006: VP & Director, US equity sales.

Portfolio Manager, US Equities team • Key member of team running $2bn in dedicated US funds. Portfolio management responsibilities: 1) Global Growth Fund, 2) US allocation of various pension mandates, 3) US Smaller Companies Fund. • Grew from trainee analyst to portfolio manager in 2 years, with sector research responsibility for technology and consumer.• Managed US sleeve of global growth fund with considerable performance in 1998-2000, interaction with sales force and distribution, presented at IFA investor conferences.• Led investment research trips to US, resulting in considerable alpha generation for pension fund portfolios.

Investment Analyst, US Equities team. • Research Analyst responsible for various stocks and sectors in a team managing $750m in assets. The position involved stock & sector research, idea generation, portfolio construction and trading.• Contributed actionable sector investment reports for portfolio managers. • US sector analyst for technology & consumer sectors providing actionable ideas for stocks for investment in general portfolios.

• Graduate trainee at Private client asset management and stockbroking firm. • Helped develop SIPP product for asset management division.• Experienced all levels of the firm from settlements, trading and research through to portfolio management.