Maurício Lamon, Cga Email & Phone Number

São Paulo, Brasil

• Entrepreneurially co-founded a asset management firm, launching managed accounts, exclusive funds, and structured finance operations without the reliance on external seed money or support.• Assessed BRL 3 billion in real estate assets, orchestrating the creation of a diversified REIT portfolio.• Established and structured the wealth management division, transforming the firm into a Multi-Family Office for comprehensive financial solutions.• In partnership with specialized… Show more • Entrepreneurially co-founded a asset management firm, launching managed accounts, exclusive funds, and structured finance operations without the reliance on external seed money or support.• Assessed BRL 3 billion in real estate assets, orchestrating the creation of a diversified REIT portfolio.• Established and structured the wealth management division, transforming the firm into a Multi-Family Office for comprehensive financial solutions.• In partnership with specialized consultants, led the creation of the inaugural active Cryptocurrencies strategy open-end mutual fund in Brazi Show less

São Paulo E Região, Brasil

• Prospected High Net Worth clients and built a customer base of 60 active clients, providing diversified investment solutions and portfolios with optimal risk-return relations.• Achieved one of the highest NPS scores among peers with BRL 15 million in assets under management.

São Paulo, São Paulo, Brasile

• Co-led the support team for all retail customers and executed equities, derivatives, and fixed-income trade orders for ultra-high net worth clients.• Created internal structures and procedures for short-selling operations, resulting in a substantial increase in the number of operations.

São Paulo E Região, Brasil

• Hedged aluminum positions through OTC derivatives and traded NDFs and FX Swaps for hedging daily cash flow forecasts, boosting the overall hedge's efficiency.• Analyzed and controlled Brazilian branch exposures and presented on global risk management committees while also serving as a member of the regional Risk Management Committee.• Automated reports through Excel and VBA, cutting operational processing time by more than half.

São Paulo E Região, Brasil

• Maintained and deepened relationships with institutional investors by executing equities, fixed income, and derivatives trading operations.• Responsible for running algorithm trading operations and controlling foreign investors' positions and margin requirements for short-selling operations.• Automated daily reports and controls through Excel and VBA spreadsheets, which were used for years after leaving the company.

São Paulo E Região, Brasil

Controllership Area Development of analysis and reports regarding company’s financial results. Automation of reports and process.

Exchange Operations – ControlsControl of foreign exchange operations, register of payment orders and intermediation among areas, customer service and monitoring operations related to foreign exchangeMiddle Office – Exchange Operations – OffshoreAssistance in structuring flows and manuals of a new area. Preparation of manuals, spreadsheets and reports. Sending confirmations of transactions for the customers, in addition to contacting and assisting them. Learning about operations… Show more Exchange Operations – ControlsControl of foreign exchange operations, register of payment orders and intermediation among areas, customer service and monitoring operations related to foreign exchangeMiddle Office – Exchange Operations – OffshoreAssistance in structuring flows and manuals of a new area. Preparation of manuals, spreadsheets and reports. Sending confirmations of transactions for the customers, in addition to contacting and assisting them. Learning about operations, such as: FINIMP, LC, Guarantees, 4131 and other Trade Finance transactions. Main achievements: Regularization of pending customers in NY, Development and automation of reports, maintenance and adding content to the area’s Share PointMiddle Office – Exchange Operations – International Cash / Trade ServicesDirect assistance to Officers and customers, Implementation and support regarding products related to International Cash and Trade Services, opening and maintenance of international accounts. Show less

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Education record