Leonardo Cardoso, Cfa Email & Phone Number

New York, Ny, Us

- Wallstreetable- DooMundo- 100VSports- ExURBs

Toronto, On, Ca

Toronto, On, Ca

New York, Ny, Us

•Manage the Int'l Division discretionary portfolios (Global Macro Strategy with a Tactical Allocation focus); AUM ~US$500.0 million.•Voting member of the bank's Investment Policy and Trust Investment Committees.•Creator of the division’s portfolio optimization and asset allocation review process;•Responsible for the quantitative and qualitative analysis of the investible universe;•Extensive use of Bloomberg to create investment, economic and security selection models;•Develop investment policy statements and portfolios for clients and prospects; •Provide value added advice and market commentary during daily morning investment note.

New York, Ny, Us

•Introduction to Financial Markets and Fundamentals of Corporate Finance;•Develop syllabus to be used during the semester within the dept. guidelines, review books and collateral materials;•Research, prepare and deliver lectures and tests to a group of 20 students from different backgrounds.

•Built numerous financial models utilizing financial statement analysis, relative valuation and discounted cash flow techniques to value stocks on a relative and absolute basis;•Traded global equities and options long and short using fundamental and technical analysis to employ counter trend and trend following strategies on proprietary electronic trading platforms;•Volunteered to aggregate knowledge base of senior traders into a single training manual and train new traders; •GICS industries researched: Food, Beverage & Tobacco – Consumer Durables & Apparel – Household & Personal Products – Tech Hardware & Equipment – Chemicals & Fertilizers – Forest Products – Marine, Road & Rail.

New York, New York, Us

•Delivered positive risk-adjusted returns to discretionary and non-discretionary accounts through in-depth research and analysis of various investment vehicles, such as equities, fixed-income, options and alternative investments;•Outperformed relative benchmarks by relying on risk-reward and mean-variance analysis to design and implement optimum portfolios with strategic and tactical allocations;•Created, presented and executed 10x more financial plans than the average advisor, implemented multiple products to 85% of client base and capitalized on relationship management skills to acquire and retain new clients.

Houston, Texas, Us

•Modeled and analyzed the financial statements of fortune 500 client-companies in the basic material, industrial and consumer sectors to determine credit risk and issue credit limits;•Prepared and presented to C-Officers, Directors and Marketing personnel financial reviews and model forecasts;•Designed and implemented a quantitative process to monitor and evaluate a $400.0mm credit portfolio;•Member of committee responsible for establishing overall portfolio limits and increase/decrease credit exposure;•Assisted the Director of Credit Risk Management in generating a comprehensive competitive analysis of our industry and in the analysis of structured finance transactions, such as swaps, collateral agreements, and hedging;•Implemented a monthly report on economic indicators to keep senior executives appraised of recent events.

New York, Ny, Us

•Resolved CDO financial structure issues by reviewing and interpreting indentures and OMs;•Analyzed, simulated and tested collateral trades for three portfolios of approximately $500.0mm each;•Managed the relationships among Investors, Collateral Managers, Underwriters, Rating Agencies, and Auditors;•Prepared periodic compliance reports, portfolio waterfalls, cash flows and payments for assigned CBOs and CLOs.

Us

•Performed financial analysis and fundamental research of companies in the industrial sector of emerging markets to provide traders with information necessary to make a market for such industrial products;•Created PowerPoint presentations to be used by Originators in initial client proposals that provided fundamental financial analysis of companies in the industrial sector.