Leonardo De Santis Email & Phone Number

São Paulo, Brazil

- Led the coordination and management of Request for Proposals (RfP) and Confidential Information Memorandums (CIMs), supporting clients in both short-term and long-term debt capital raising initiatives, ensuring alignment with client objectives and market conditions.- Developed and executed advanced financial models for complex project finance deals and Public-Private Partnership (PPP) operations (over US$1bn total contract value), including debt sizing, intricate tax structuring, and debt sculpting, facilitating optimal financing structures and supporting investment decisions.- Exposure to a diverse array of sectors, including healthcare (PFIs), toll roads, water and sanitation, street lighting and energy.

São Paulo, Brazil

- Developed project finance models to support public agencies, governments, and private operators during PPP bidding processes, including concession agreements and PFIs.- Worked on the design and structure of major PPP/concession agreements in Brazil, across sectors like healthcare, water distribution, and public lighting.

São Paulo, Brazil

- Analyzed and presented investment memorandums for debêntures and structured credit products to the credit committee, evaluating over US$50mn in new investment opportunities. Companies analyzed included Minerva, Guararapes, FIDC Soma III, Gerdau, Copobrás, among many others.- Developed dynamic dashboards to track and analyze the private credit secondary market, including bonds, providing actionable trading insights to the portfolio manager.

São Paulo, Brazil

- Assisted in the development of credit memorandums presented by senior analysts to the weekly credit committee.- Collected and analyzed data to create weekly presentations on the Brazilian private credit market, utilizing SQL and Bloomberg Terminal for data extraction.- Implemented a new investment pipeline using Trello, improving decision-making processes for investing in new assets.- Analyzed and presented investment memorandums for debentures and structured credit products to the credit committee.

São Paulo, Brazil

- Developed research reports, including earnings review and initiation of coverage.- Assistance in building and maintaining financial models, such as Discounted Cash Flow (DCF) and Sum-of-the-Parts (SOP) models.- Covered sectors: Real Estate, Malls & Properties, Transportation and Logistics.

São Paulo, Brazil

- Led the coverage of Locaweb’s IPO, Brazil’s largest tech one-stop shop for SMBs.- Assisted in building the DCF model and participated in meetings with sell-side analysts and the company’s management.

São Paulo, Brazil

Main project:- Built a dynamic dashboard to track the demand for loans at Safra’s car loans credit desk among various income segments.- The project was made using VBA and advanced Microsoft Excel features.- The dashboard measures the average demand for loans on different income segments for every 30 minutes along the weekdays, based on the last twelve months weighted average. This updates on a monthly basis based on the last twelve months, being always up to date in order to capture the most recent consumer trends.- Reduced the needed time to do the task from more than two hours to just two minutes.

Araraquara, São Paulo, Brazil

Main duties and achievements:- Team management of more than 10 people- Institutional relations with financial institutions, banks and the university- Organization with my team of "III Semana de Mercado Financeiro", event hosted by Liga de Mercado Financeiro at Unesp, with an average of 100 people attending each lecture- Elaboration of three studies groups, whose subjects were Fundamental Analysis/Valuation, Technical Analysis/Trading and Business English- Ranked 9th with my peers on Safra Top Gestor Challenge, among 297 others groups

Araraquara, São Paulo, Brazil

Main duties and achievements:- Opened a bank account for the institution, in order to keep the finances organized and be able to invest them- Managed the cash flow during the year and invested it on fixed income, aiming to create a passive cash flow from investments- Presented financial reports to the institution members to show the current financial situation, always maintaining a sound financial management- Raised the institution's capital more than 300% throughout the year, mostly through courses which we successfully managed to sell on campus and paid partnerships- Achieved financial results made possible for us to host "II Semana de Mercado Financeiro" cost-free for the attendants and with the presence of outstanding lecturers

Araraquara

Main duties and achievements:- Support the senior members in a variety of tasks which included sending e-mails, appointments with prospective partners and helping with institucional advertisements- Had the opportunity to arrange a meeting at J.P.Morgan with the HR Manager, in São Paulo to discuss the possibility of a partnership in the future- Planned our first event "I Semana de Mercado Financeiro", supported by a crowdfund campaign organized by us that raised 2500 BRL in 2 months.

São Paulo Area, Brazil

I was the assistant teacher of Mercado Financeiro Fast Tracker Course, which subjects were: Financial Mathematics, Financial Statement Analysis, Financial Markets and Corporate Finance.I supported the students during case resolutions and helped answering their diverse questions about the course subjects and economics.The course is focused on college students aiming to work on finance, consulting and financial markets.

Bachelor Of Science - Bs, Economics

Activities and Societies: Liga de Mercado Financeiro - UNESP AraraquaraThesis: The impacts of the quantitative easing in the United States.

Visiting Student - Unesp/Usp National Exchange Program, Finance, General