Marcos Rodrigues

Marcos Rodrigues Email and Phone Number

Partner | Investment Banking @ XP Investimentos
State of São Paulo, Brazil
Marcos Rodrigues's Location
São Paulo, São Paulo, Brazil, Brazil
Marcos Rodrigues's Contact Details

Marcos Rodrigues work email

Marcos Rodrigues personal email

About Marcos Rodrigues

- Professional experienced in financial markets/instruments/regulations, economic theories andrelationships, valuation tools, etc. particularly as it relates to fixed income investments

Marcos Rodrigues's Current Company Details
XP Investimentos

Xp Investimentos

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Partner | Investment Banking
State of São Paulo, Brazil
Employees:
11914
Marcos Rodrigues Work Experience Details
  • Xp Investimentos
    Partner | Investment Banking
    Xp Investimentos
    State Of São Paulo, Brazil
  • Xp Investimentos
    Partner | Investment Banking
    Xp Investimentos Feb 2023 - Present
  • Xp Investimentos
    Partner | Fixed Income
    Xp Investimentos Jan 2019 - Feb 2023
    São Paulo, Brasil
    - Focused on the commercial relationship with the Banks and Investment Banks, to provide funding through our open financial product platform and our Financial Investment Advisers ("FIAs") ;- Responsible for internal approvals workflow such as credit, structuring, pricing/market and etc- In addition to the commercial relationship, responsible for the Fixed Income Corporate Actions to bring all material change to an organization/issuer and impacts its retail clients and/or FIAs;
  • Xp Investimentos
    Retail Fixed Income Sales
    Xp Investimentos Apr 2017 - Jan 2019
    São Paulo E Região, Brasil
    - Marketing the fixed income products to our financial investment advisers (FIAs) network- Identifying and driving sales opportunities; creating and evolving relationships with prospects/clients.- Partnering, daily, with clients to drive liquidity and order flow into the suitable products.- Developing in-depth knowledge of workflows and distinct trading strategies within the various FIAs and effectively communicating and demonstrating how to support the trading… Show more - Marketing the fixed income products to our financial investment advisers (FIAs) network- Identifying and driving sales opportunities; creating and evolving relationships with prospects/clients.- Partnering, daily, with clients to drive liquidity and order flow into the suitable products.- Developing in-depth knowledge of workflows and distinct trading strategies within the various FIAs and effectively communicating and demonstrating how to support the trading needs.- Collaborating with the fixed income team to develop and implement long-term sales strategies. Show less
  • Rb Capital
    Associate Relationship Manager
    Rb Capital Aug 2015 - Aug 2016
    São Paulo Area, Brazil
    - Responsible for the relationship and prospection of corporates and sponsors within a broad range of sectors, seeking to (i) complement capital needs; (ii) finance investments through equity or debt instruments; and (iii) optimize capital structures. - Managed all administrative functions from my portfolio’s accounts, such as (i) control documentation, both credit and know your client (KYC), (ii) production of pitch books, teasers and financial or fiscal models, (iii) log call and… Show more - Responsible for the relationship and prospection of corporates and sponsors within a broad range of sectors, seeking to (i) complement capital needs; (ii) finance investments through equity or debt instruments; and (iii) optimize capital structures. - Managed all administrative functions from my portfolio’s accounts, such as (i) control documentation, both credit and know your client (KYC), (ii) production of pitch books, teasers and financial or fiscal models, (iii) log call and meeting reports Show less
  • Rb Capital
    Associate
    Rb Capital Feb 2014 - Jul 2015
    São Paulo Area, Brazil
    - Responsible for managing a 3-member team in the business line "Capital Markets". - Directly involved with investor servicing and reporting (CVM instruction 480 and CVM instruction 520), portfolio surveillance focused in collaterals control, guarantees and status of the projects or properties. - The "Servicing" area is responsible for the timely and accurate remittance and reporting of cash payments to investors, made either via CETIP or BM&FBovespa. - Personally… Show more - Responsible for managing a 3-member team in the business line "Capital Markets". - Directly involved with investor servicing and reporting (CVM instruction 480 and CVM instruction 520), portfolio surveillance focused in collaterals control, guarantees and status of the projects or properties. - The "Servicing" area is responsible for the timely and accurate remittance and reporting of cash payments to investors, made either via CETIP or BM&FBovespa. - Personally managed loans under certain distressed performance followed (i) corporation agreement, (ii) judicial agreement, (iii) arbitration agreement or execution under law 9.514. Show less
  • Rb Capital
    Servicing And Structuring Analyst
    Rb Capital Jul 2012 - Feb 2014
    São Paulo Area, Brazil
    - Monitoring, control and management of real estate transactions’ receivables. - Direct contact with the sellers and trust companies during the operation: (i) request for payment to investors in accordance with pre-established schedules; and (ii) calculation of the payment for the investor. - Development of reports for internal use regarding: (i) the behavior and recovery of credits; (ii) relevant facts to the operations either commercial or residential; and (iii) payments to… Show more - Monitoring, control and management of real estate transactions’ receivables. - Direct contact with the sellers and trust companies during the operation: (i) request for payment to investors in accordance with pre-established schedules; and (ii) calculation of the payment for the investor. - Development of reports for internal use regarding: (i) the behavior and recovery of credits; (ii) relevant facts to the operations either commercial or residential; and (iii) payments to investors through CETIP or BM&FBovespa. - Participation in the acquisition of real estate credits and formatting the legal / financial aspects of the real estate backed securities. Involved in the assessment and mitigation of risks, as well as interaction with key players and agencies responsible for regulation and operation of Brazil’s capital markets. Show less
  • Kpmg Corporate Finance
    Consultant
    Kpmg Corporate Finance Sep 2010 - Jun 2012
    - Directly involved in valuation projects within several industries, such as: (i) Real Estate; (ii) Banking; (iii) Insurance; (iv) Apparel Manufacturing; (v) Utilities; and (vi) Credit Bureau companies. - Responsible for the purchase price allocation of Energy and Retail companies under IFRS 3. - Support in technology companies deals. - Development of excel-based financial models; preparation of pitches, reports and documents on microsoft powerpoint, both for clients and… Show more - Directly involved in valuation projects within several industries, such as: (i) Real Estate; (ii) Banking; (iii) Insurance; (iv) Apparel Manufacturing; (v) Utilities; and (vi) Credit Bureau companies. - Responsible for the purchase price allocation of Energy and Retail companies under IFRS 3. - Support in technology companies deals. - Development of excel-based financial models; preparation of pitches, reports and documents on microsoft powerpoint, both for clients and internal use. - Analysis and projections of financial statements and economic scenarios. Show less
  • Deloitte
    Auditer
    Deloitte Aug 2009 - Aug 2010
    - SOX Certification from Grupo Santander Brasil - SOX Certification- Participated in the financial derivative audit of Louis Dreyfus Commodities.

Marcos Rodrigues Skills

Financial Modeling Valuation Corporate Finance Financial Analysis Capital Markets Investments Mergers And Acquisitions Real Estate Transactions Business Strategy Strategic Financial Planning Business Planning Ifrs Financial Reporting Auditing Banking Forecasting Microsoft Office Financial Planning Cash Flow Managerial Finance Bloomberg Terminal Capital Iq Arena Simulation Software

Marcos Rodrigues Education Details

Frequently Asked Questions about Marcos Rodrigues

What company does Marcos Rodrigues work for?

Marcos Rodrigues works for Xp Investimentos

What is Marcos Rodrigues's role at the current company?

Marcos Rodrigues's current role is Partner | Investment Banking.

What is Marcos Rodrigues's email address?

Marcos Rodrigues's email address is ch****@****ail.com

What schools did Marcos Rodrigues attend?

Marcos Rodrigues attended Universidade Presbiteriana Mackenzie.

What are some of Marcos Rodrigues's interests?

Marcos Rodrigues has interest in Consulting, Management, Snowboarding And Traveling, Investing.

What skills is Marcos Rodrigues known for?

Marcos Rodrigues has skills like Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Investments, Mergers And Acquisitions, Real Estate Transactions, Business Strategy, Strategic Financial Planning, Business Planning, Ifrs.

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