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.
• 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

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

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