Otavio Capps Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

• Pitch the Global Family Office Group’s capabilities during client and prospect pitches, effectively contributing to successful engagements and new client acquisitions• Deliver the suite of products and services from across Citi’s Banking, Markets, and Services businesses to find solutions to the most complex challenges of sophisticated, institutional family offices, private investment companies, and private holding companies globally• Identify and present structures for clients to acquire, hedge, and dispose of large, concentrated, or illiquid public and private assets• Facilitate client access to Citi's institutional markets platform, offering execution and credit services to clients in need of complex trading solutions• Pitch pre-IPO private placements and institutional co-investment opportunities in growth equity, buyout, and secondary transactions • Conduct comprehensive research, mapping, and profiling of key families and family offices to deliver bespoke solutions• Provide family office advice and advanced analytics to family principals, family members, and professional executives• Plan, organize, manage, and coordinate in-person and virtual peer network events, including the Family Office Leadership Program, Citi Private Bank’s flagship event, uniting over 125 family office executives from around the world over the course of a three-day program• Led the client outreach efforts for the 2023 Family Office Survey Report and increased responses by 116%, effectively making it Citigroup's most comprehensive survey of family offices ever published• Researched, analyzed, created, and presented 190+ client reports benchmarking individual family office responses, providing valuable insights into the aggregate participation pool

New York, New York, United States

• Developed quantitative models to identify clients with relationship-deepening and revenue-generating opportunities • Created and presented yearly, quarterly, monthly, and weekly business reviews and performance reports to senior management • Acted in a solutions-oriented, proactive manner to develop effective processes to deliver the group’s strategy• Proactively led business development initiatives to build connectivity with other business lines and foster internal partnerships• Managed multiple strategic projects at once, ensuring successful, timely executions and deliveries • Selected to lead and mentor a cohort of seven summer analysts over the course of a six-week-long project

Bethlehem, Pennsylvania, United States

• Led the club in becoming the largest student-run organization on campus within three years of its founding• Recipient of the Organization of the Year Award during the 2020-2021 academic year• Created and fostered partnerships with leading coffee retailers across the country to purchase wholesale coffee and other food items• Procured, negotiated contracts, and coordinated the logistics for the timely delivery of coffee and related products on a monthly basis• Strategized, developed, and marketed a monthly coffee subscription service to raise funds for the organization• Pitched and won the Lehigh University’s leading business idea competition, effectively raising over $2000 in funds • Conducted managerial tasks such as leading weekly meetings, strategic goal-setting, and new member onboarding• Wrote, designed, and published monthly newsletter to promote the club’s activities and future initiatives

New York, New York, United States

• Led client review meetings to better understand their operations and produce comprehensive reports on the key findings• Researched and developed reports highlighting key counterparty considerations contributing to Fitch’s credit risk opinion• Participated and presented during cash flow, gross loss, and expected bond rating committee meetings• Contributed to the research and development of market commentary, presales, and special reports• Conducted loan pool due diligence reviews to ensure compliance with regulatory guidelines

Bethlehem, Pennsylvania, United States

• Engage with café guests to create a culture of hospitality• Work with a diverse team in a fast-paced service environment• Assist in the preparation and service of menu drinks and food items• Ensure café cleanliness including all service spaces, guest seating areas, and bathroom facilities

Copenhagen, Capital Region, Denmark

• Performed keyword research to create, implement, and track SEO strategies for the company’s website and social media• Developed, presented, implemented, and monitored new Instagram and LinkedIn marketing campaigns• Interviewed industry participants and subsequently wrote and published articles on the company’s website and newsletter• Gained over 500 LinkedIn followers and 200 Instagram followers over the course of three months

New York, New York

• Leased and pre-leased apartments, completed renewal applications, and supported other day-to-day activities• Maintained daily and weekly leasing reports and conducted weekly market analysis on other REITs• Analyzed market and occupancy trends and shopped the competition to identify changing market conditions• Interacted with and assisted prospective and current residents over the phone, email, and in person

Bethlehem, Pennsylvania

• Created and published marketing content to promote development projects through the company’s website and social media• Updated and optimized the company’s website and social media accounts to increase inbound traffic

Stamford, Connecticut

• Assisted in planning, creating, and managing digital media content• Organized, attended, and took minutes at meetings

Bachelor'S Degree, Finance, General

Education record

Activities and Societies: Prefect 2016-2017, Water Polo