Experience

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  Logan Growth Advisors

  • United States
  • Investment Banking
  • 1 - 100 Employee

  • Investment Banking Associate

    • Jul 2023 - Present

  • Investment Banking Analyst

    • Apr 2023 - Jul 2023

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  Xherpa Investment Banking

  • São Paulo, São Paulo, Brazil

  • Investment Banking Analyst

    • Aug 2021 - Apr 2023
    • São Paulo, São Paulo, Brazil

    • Led and executed projects of strategic movements such as M&A and Capital Raising transactions.• Worked in close contact with clients to devise functional business plans across several industries and within companies in diverse stages of development and maturity.• Employed corporate finance and valuation expertise to build economic-financial models of client operations.• Built pitch decks detailing companies´ structures and businesses within their markets to project growth and possible returns.• Led in-depth research of potential strategic or financial investors and led roadshows to engage players with internal projects.• Structured sell-side and capital raising processes, assisted in due diligence and contract negotiations.• Elaborated sector coverage information, identified key players across the market to aid in senior partners´ negotiations with potential clients.• Assisted in originating new mandates by creating target lists within several industries and establishing contact with decision-makers.

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  KPMG Brazil

  • Brazil
  • Accounting
  • 700 & Above Employee

  • Valuation Advisory - Junior Consultant

    • Nov 2020 - Aug 2021

    • Responsible for keeping direct contact with Corporate Finance clients and managing demands and expectations.• Financial modelling and projection, through different valuation methodologies, of several companies´ business plans.• Determine fair value and impairment necessities of companies collaborating investment funds seek to invest in.• Revise valuation models of peer investment funds to validate assumptions.• Compile business plan and financial data for client companies in efficient and ethical manner.• Create valuation reports describing financial model assumptions employed in valuation models.• Market research of several distinct industries and generate market intelligence.• Advise company and investment fund clients in best alternative investment opportunities.

  • Valuation Advisory - Trainee

    • Nov 2019 - Nov 2020

    • Market research of several distinct industries and generate market intelligence. • Compile business plan and financial data for client companies in efficient and ethical manner.• Create valuation reports describing financial model assumptions employed in valuation models.• Advise company and investment fund clients in best alternative investment opportunities.

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  RBC

  • Canada
  • Banking
  • 700 & Above Employee

  • Mutual Funds Representative

    • Nov 2018 - Jun 2019

    • Attend to bank´s clients´ immediate needs in investment, credit and loans as well as general banking necessities.• Advise and educate clients towards successful growth investments of their funds based on their financial needs and goals. • Establish strong business relations with multiple clients to create long-term financial plans.• Advise and execute credit requirements, mutual funds investments, mortgage necessities, among others in personal manner with clients.• Assist colleagues in daily branch opening and closing.• Assist colleagues at the counters with advice on deposits, withdrawals, credit card issuing, travel insurance, among others.

  • Client Representative

    • May 2018 - Nov 2018

    • Assist colleagues in daily branch opening and closing.• Assist colleagues at the counters with advice on deposits, withdrawals, credit card issuing, travel insurance, among others.• Identify potential Wealth Management clients and refer to colleagues.• Uphold excellence and exceed expectations according to RBC´s standards while engaging in any transaction with clients.

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  Perspectiv Arts Kollectiv

  • Vancouver, British Columbia, Canada

  • Operations Manager

    • Aug 2015 - Apr 2018
    • Vancouver, British Columbia, Canada

    Managed the organization, logistics, budgeting and promotion for several separate fundraising cultural events at UBC exploring African arts and culture; all profits were used to finance and promote artists in Mozambique.

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  Upstat Marketing

  • Vancouver, British Columbia, Canada

  • Sales Representative

    • May 2017 - Aug 2017
    • Vancouver, British Columbia, Canada

    Responsible for marketing and vending of products and services from leading Canadian technology companies associated with Upstat Marketing directly to the final client. Managed customers’ accounts and built performance reports.

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  Prumo Capital

  • São Paulo, São Paulo, Brazil

  • Summer Intern

    • Jun 2015 - Jul 2015
    • São Paulo, São Paulo, Brazil

    Conducted extensive fundamental economic analysis on major oil supplying companies for fund managements’ portfolio. Managed and supervised partner accounts, interacting directly with clients.

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  BR Partners Banco de Investimento S/A

  • São Paulo, São Paulo, Brazil

  • Summer Intern

    • May 2015 - Jun 2015
    • São Paulo, São Paulo, Brazil

    Customer service representative, dealt with the banking and financial needs of customers by providing advice and recommendations based on customers’ requirements. Managed investment and credit requests.