Rodrigo Munhoz, CFA, CGA

Experience

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  Planner Corretora de Valores

  Feb 2009 - Apr 2009

  Internship

  Internship work experience at Planner Corretora de Valores (brokerage firm).

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  Ribeirão Preto, São Paulo

  Feb 2009 - Apr 2009

  Planner brokerage
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  Bradesco

  Jun 2010 - Sept 2010

  Risk & Performance measurement - Quantitative Analyst

  Monitor risk & performance of Funds;Develop relevant risk & performance metrics beyond existing ones;Work on market stress scenarios;

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  AZ QUEST INVESTIMENTOS LTDA

  Sept 2010 - Aug 2011

  Risk Analyst & Quant Strategy Development
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  Apex Capital LTDA

  Aug 2011 - Dec 2016

  As investment research analyst I independently conducts fundamental research on companies and industries under my coverage (Industrial, Malls & Properties, Loyalties and Insurance) by performing financial statement analysis, creation and maintenance of proprietary financial models, analysis of valuation metrics, and meetings with company management, suppliers and competitors to make buy and sell recommendations to Portfolio Managers. Main tasks:• Reading and writing about business strategy, operations and performance;• Providing insight and expertise on target industries, market and competitor information;• Managing valuation analysis, including determining appropriate valuation methodology and building and reviewing financial models• Support on-going strategic analysis for the business and ad hoc requests as needed• Support the coordination and execution within Apex Investment team.• Support various management / intelligence reporting and analysis activities• Compile executive level presentations for investment committee Show less Implement the policies and procedures in managing risk as defined by the Risk and Compliance Committee, advise in the elaboration of Apex Risk Limits, respecting the target return and risk tolerance of each fund, monitor the market risk through daily reports that shows the risk exposure and potential loss, meet investment limit requirements, VaR and Stress test controls, elaborate daily reports using Lote 45 and proprietary spreadsheets system. This daily reports includes: Parametric VaR,Historical VaR, Stress Test, Expected Shortfall, Worst Drawdown, Tail Loss Study , Illiquidity risk, Duration, High Water Mark. Show less

  • Equity Analyst

    Nov 2013 - Dec 2016

  • Risk Manager

    Aug 2011 - Nov 2013
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  RB Capital

  May 2017 - Jan 2018

  Portfolio Manager
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  Votorantim Asset Management

  Feb 2018 - Feb 2020

  Portfolio Manager
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  Kinea Investimentos

  Apr 2020 - now

  Portfolio Manager