Luís Fernando M. Coutinho, Cge®, Cfg® Email & Phone Number

State Of São Paulo, Brazil

São Paulo, São Paulo, Brazil

Origination and Structuring: Identify and develop debt capital opportunities. Structure debt transactions with appropriate terms and pricing.Execution: Coordinate the execution of debt transactions; Ensure compliance with legal and regulatory requirements.Risk Management: Assess and manage risks related to debt transactions. Implement risk mitigation.

São Paulo Area, Brazil

Associate Professor at Universidade Paulista for MBA EXECUTIVE courses, teaching the disciplines:- Corporate Derivatives- Risk and Return on Assets- FP&A- Project Management- Macroeconomics: Monetary policies, interest and currency- Financial and Globalized Capital Markets- International Finance (International Macroeconomics)- Financial Controllership

São Paulo Area, Brazil

• In my role as Head of Asset Management, Back Office & IR at Hurst Capital, I led the development of products and services for qualified and retail investors. This involved asset management, operations, risk assessment.
• Developed products and services for investors
• Implemented sales strategy for client asset… Show more In my role as Head of Asset Management, Back Office & IR at Hurst Capital, I led the development of products and services for qualified and retail investors. This.
• Implemented sales strategy for client asset acquisition
• Targeted returns of 20-40% p/y in alternative assets Show less

São Paulo Area, Brazil

• In my role at TAU Consulting, I led the strategic structuring of startups, focusing on FINTECHS, and defining product scope and go-to-market strategy. I managed clients' needs assessment, RFPs, and Business Proposals.
• Led strategic structuring of startups, focusing on FINTECHS
• Managed clients' needs… Show more In my role at TAU Consulting, I led the strategic structuring of startups, focusing on FINTECHS, and defining product scope and go-to-market strategy. I managed clients' needs.
• Managed clients' needs assessment, RFPs, and Business Proposals
• Established financial structuring plans for IT and Metallurgical companies Show less

Cotia/SP

Acting as Managing Partner, in charge for Sales Strategies, Operations, Financial Controlling and Suppliers relationship.

Structured Financing for Small Business companies, factoring and forfeiting;Managing Loans product (Overdraft accounts, Working Capital, Loans backed by Receivables - Credit Cards, Invoice Financing, postponed Cheques) in all matters as: customer approach, operational process (creating and improving), portfolio volumes and revenues, 1 and 5-year.

• Strategic planning: Annual operating plans (AOP) for assets and liability (2004:BRL 1.4Bl in assets and liabilities; 2005:BRL 2.5 and 2.4 bi respectively), Financial Revenue, Fee and Expense (2005: BRL 293 Mi and BRL.
• Strategic planning: Annual operating plans (AOP) for assets and liability (2004:BRL 1.4Bl in assets and liabilities; 2005:BRL 2.5 and 2.4 bi respectively), Financial Revenue, Fee and Expense (2005: BRL 293 Mi and BRL.
• Work on the area of Receivables: definition of Management Processes and Systems and Receivable Operations Control, Credit Policies for the loan products with Receivables; System Operational Manager;
• Project Manager: working in Loans Products Projects (VENDOR Finance, CDCI and Invoice Financing); Scope Management, Costs, Communication Plan, Quality, Team, Tests and Pos-Implementation. Show less

• Managed compliance of Mutual Funds Executive Committee Directives into Funds Portfolio at Banco Itaú.
• Provided pricing quotes for Mutual Funds and supported Sales force with fund information.
• Collaborated with team to ensure accurate disclosure and transparency of Mutual Funds to clients.
• Developed strong analytical skills and financial knowledge in the mutual funds industry.

• Supervisor Analyst at Capital Markets Middle Office – Investment funds: member of the team responsible for calculation of investment funds quotas in fixed and variable interest rates, analysis of funds adequacy to the.
• Senior Analyst at the Capital Markets: Individual and Corporate customer service in the distribution and allocation of resources among several investment funds available at the institution

• Manager of Treasury Operations: Management of Government Bonds position in local currency (BRL 3 bi-1996) at the Open Market as well as of operations as CDI and Over, derivative operations (swap of currency and.
• Trainee Program (Banco Nacional): 8-month training program, assigned for tasks in many areas (Job Rotation) with final allocation at Treasury, where I developed managerial functions at the Assets and Liabilities.

Master Of Business Administration - Mba, Project Management

Project Management

Master Of Business Administration - Mba, Financial

Ba, Financials

Business Administration

Education record