Investment Coordinator

• Sep 2016 - Present

• Managed portfolios with over BRL 7 billion in assets; • Team leadership: supervised the Investment team; • Fixed Income trades involving Brazilian Government bonds and interest rate derivatives; • Elaboration of strategies considering macroeconomic scenarios and Telos' ALM (Asset Liability Management); • Elaboration and execution of a disinvestment strategy on a company partially owned by Telos, trading shares in the Brazilian stock market; • Investment Committee member, discussing macroeconomic scenarios and portfolio performance; • Member of the Selection Committee for external fund managers; • Monitoring the externally managed funds (Fixed Income and Equity funds); • New product analysis, such as foreign investment funds and infrastructure funds. Show less

FX and Money Market trader at Shell Treasury Centre Latin America

• Feb 2016 - Sep 2016

• Responsible for Shell’s financial transactions both at a Group Level and with external counterparties in Latin America and North America, working constantly under pressure in a regulated but rapidly changing environment; • Dealings included but not limited to: money market, foreign exchange, derivatives, guarantees; • Bank guarantees and surety bonds negotiations with banks and insurance brokers; • Member of Shell Brasil Cash Committee with close interaction with Treasury Managers, Finance, Tax, and Controllers; • Build and maintain relationship with major local and international banks and brokers; • Ensure compliance with sox and key non-sox controls, mandates, policies and procedures; • Relationship with other Shell Treasury Centers, pursuing alignment; • Structured deals that requires liaison with major banks, Central Bank, Group Treasury, Legal Department and external lawyers, tax advisors and other finance departments; Show less

Investment Coordinator

• Jul 2012 - Jan 2016

Responsible for Telos' trading desk. Responsible for Telos' trading desk.

Analyst

• Jan 2009 - Jul 2012

• Responsible for the company's Middle-Office; • Calculation of P&L for funds; • Cash Management; • Investor Relations; • Fee calculation; • Launched an offshore fund and a pension focused fund. • Responsible for the company's Middle-Office; • Calculation of P&L for funds; • Cash Management; • Investor Relations; • Fee calculation; • Launched an offshore fund and a pension focused fund.

Analyst

• Mar 2007 - Dec 2009

• Member of the Asset Management team;• Stock Lending deals for over 10 funds;• Internal bond trades; • P&L for over 20 funds;• Cash Management;• Was hired as an Analyst after working on the back office as an intern.

Intern

• Feb 2006 - Feb 2007