Marcos Rodrigues Email and Phone Number
Marcos Rodrigues work email
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Marcos Rodrigues personal email
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- Professional experienced in financial markets/instruments/regulations, economic theories andrelationships, valuation tools, etc. particularly as it relates to fixed income investments
Xp Investimentos
View- Website:
- xpinc.com/carreiras/#
- Employees:
- 11914
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Partner | Investment BankingXp InvestimentosState Of São Paulo, Brazil -
Partner | Investment BankingXp Investimentos Feb 2023 - Present -
Partner | Fixed IncomeXp Investimentos Jan 2019 - Feb 2023São 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; -
Retail Fixed Income SalesXp Investimentos Apr 2017 - Jan 2019São 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 -
Associate Relationship ManagerRb Capital Aug 2015 - Aug 2016São 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 -
AssociateRb Capital Feb 2014 - Jul 2015São 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 -
Servicing And Structuring AnalystRb Capital Jul 2012 - Feb 2014São 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 -
ConsultantKpmg 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 -
AuditerDeloitte 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
Marcos Rodrigues Education Details
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Industrial Engineering
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.
Not the Marcos Rodrigues you were looking for?
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Marcos Rodrigues
Bitcoin And Nostr Speaker 🧡💜 | Software Developer 👨💻 | An Advocate Of Freedom 🗽Pará, Brazil -
3gmail.com, gmail.com, bbts.com.br
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Marcos Rodrigues
São Paulo, Sp -
Marcos Rodrigues
Senior Consultant | Business Analyst | Scrum Master | Sfc™ | Aws Pratictioner | PcsaNiterói, Rj2gmail.com, ibm.com
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