Reporting to the Chief Investment Officer, responsible for portfolio construction, asset allocation, investment strategy and risk management.

Overseeing the Proprietary Trading Portfolio, Structured Origination and Energy Management, I drove profitable growth in financial market operations for Europe’s largest renewable energy generator.CAREER HIGHLIGHTS- Spearheaded a portfolio management system that illuminated the key performance drivers and enabled the company to scale its trading operations profitably. - Rebuilt the risk models to drive growth, producing a new risk management system that was integrated with real-time portfolio management and rolled out companywide.- Drove a fundamental shift in organizational strategy to diversify risk and champion higher yield transactions. This involved bilateral deals that were a first for the company in Brazil and served to demonstrate the viability of non-standard trading mandates.- Unlocked a new line of revenue and diversified the trading portfolio through an option book that automated option pricing and risk calculations.EXPERTISE LEVERAGED & STRENGTHENEDPortfolio Management of Financial Assets | Dynamic Portfolio Risk & Return Optimization | Quantitative Methods & Statistical Analysis | Risk Metrics & Portfolio Performance | Market Risk Modelling (Parametric VaR, Monte Carlo Simulation) | Pricing of Financial Assets | Pricing of Financial Derivatives: Futures, Forwards, Swaps, and Options | Pricing of Assets and Physical Derivatives of Energy Commodities | Pricing of Interest and Currency Derivatives | Company Valuations | Financial Analysis & Reports | Credit & Counterparty Risk Modelling (CVA, DVA, FVA)

This entrepreneurial endeavor entailed launching a systematic, Brazilian Securities Commission-certified global hedge fund from scratch and building it into a BRL 7M asset management company with 65 investors in just 3 years. I’m proud of the superior technical character of the product we offered, delivering returns of twice the industry average in Brazil.CAREER HIGHLIGHTS- Developed a diversified strategy for trading in global futures involving 45 markets in the U.S.A. and Brazil.- Reduced the complexity of sophisticated investment strategies for investor presentations to help capture new investors.- Overperformed on the fund’s benchmark, delivering 5% alpha through quantitative methods such as time-series momentum and cross-sectional momentum of a diversified set of futures markets.- Made the strategic decision to close fund while still profitable given the shrinking market, returning all money to investors with positive returns.EXPERTISE LEVERAGED & STRENGTHENED Quantitative Trading | Quantitative Strategies | Derivatives: Equities, Exchange Rates, Interest Rates, Commodities | Futures Trading | Managed Futures | Investment Management | Investment Strategy | Portfolio Management | Programming in R | Excel VBA | Asset Management | Hedge Funds | Global Macro | Systematic Macro | Portfolio Performance Analysis | Performance Attribution | Performance Metrics | Risk Management | Entrepreneurship

Hired by McKinsey, but within a cohort of fellows destined to join client company, Walmart, my impact in this role was in maximizing profitability for the retail giant. This experience gave me solid business analysis and strategic-planning skills and provided me with an opportunity to use quantitative methods to drive corporate direction.Ultimately, the McKinsey-Walmart contract ended, but even so, Walmart nevertheless invited me to join them to complete the project.CAREER HIGHLIGHTS- Created a quantitative model to optimize the product portfolio and leveraged underutilized data to make recommendations on product format to enhance profitability.- Analyzed data from 300+ stores to get a clearer picture of key profit drivers to inform strategic planning.- Conducted macro-level research, surveying the competitive landscape in order to make strategic recommendations to Walmart leadership.EXPERTISE LEVERAGED & STRENGTHENEDQuantitative Analysis | Data Analysis | Business Analysis | Business Planning | Strategic Planning | Competitive Analysis | Competitive Intelligence | Executive-Level Presentations | Strategic Influence

Before taking the turn toward investment and business strategy, I got my career start in Project Management in the area of procurement processes.Ultimately, my career took a different direction, but this experience gave me exposure to data manipulation automation and gave me the opportunity to communicate valuable insights to senior leadership to drive decision making.EXPERTISE LEVERAGED & STRENGTHENEDProject Management | Microsoft Excel | Excel VBA | Strategic Influence | Executive-Level Presentations | Performance Indicators | Performance Reports | Profit Maximization

Hired initially as an intern in the University department responsible for Community Projects, I was tasked with developing new projects. One of these projects was pitched to the UN Development Program. Upon being chosen as one of 10 out of 95 applicants, I was hired full-time to implement it. This exciting 18-month project involving a team of 35 delivered a culinary arts school for a low-income neighborhood. As a budding professional, I grew in my team leadership, time management, and budget-planning capabilities while having a lasting impact on the community.EXPERTISE LEVERAGED & STRENGTHENEDLeadership | Team Management | Teamwork | Project Planning | Project Management | Time Management