Daniel Marques Pereira, CFA

Experience

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  Rexam PLC

  Jan 2006 - Feb 2007

  Analista de Logistica

  • Distribuição de produtos acabados para os clientes finais• Elaboração do Boletim Interno de Logística• Planejamento e otimização de recursos logísticos• Disponibilização de recursos móveis• Logística de devoluções de materiais de embalagens pelos clientes• Dimensionamento mensal de frota

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  CBRE

  Feb 2007 - Jan 2008

  Trainee

  • Consultoria a empresas interessadas em reavaliar seus espaços físicos ou se realocar através de estudos completos• Elaboração de estudos de viabilidade de mudanças de áreas para empresas• Estudos de fluxo de caixa • Negociação de condições locatícias• Elaboração e negociação de contratos de locação e/ou compra e venda representando o ocupante do espaço• Elaboração de projetos de otimização de espaço existente ou troca por novas instalações pensando em economia

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  Ágora Investimentos

  Jan 2008 - Jun 2014

  Head of Analysis - Ágora / Bradesco

  Main responsibilities:• Management of the entire area of technical analysis and creation from scratch of the derivatives area of both brokers.• Reviewing all the technical material of the portal made available to customers.• Managing, hiring and training all employees of the team.• Preparation of recommended portfolios by customer profile and solutions in derivatives in order to optimize the risks and returns of their portfolios.• Preparation of a follow-up report of all the Real Estate Investment Funds (FII) traded on the Brazilian Stock Exchange.• Drafting weekly posts for external media vehicles and brokerage partners.• Constant participation in the specialized media as a representative of the brokerage firms for stock analysis and financial products in general.• Speaking at external events representing the brokerage firms and acting as an agent to capture customers at these events.• Preparation of courses and lectures for clients of the broker in all capitals of the country.• Development of products specialized in stock analysis along with their suppliers, such as market scanner and back testing tools. • Development and approval of a new graphic tool made available to clients.• Daily participation in live internal TV programs, with hundreds of viewers in real time and others watching the recorded versions.• Daily participation in chats and forums followed by hundreds of customers asking questions on the financial market.• Training for all front office employees. Show less

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  Ibmec

  Mar 2014 - Mar 2018

  MBA and CBA Professor

  Professor on postgraduate courses, such as MBA and CBA in the areas of finance, with emphasis on Financial Market.Disciplines as:- Stocks and Derivatives- Technical analysis- Structured Operations- Financial Market in generalAfter several years teaching courses and lectures for clients of Ágora and Bradesco Company, I also started to work in 'in company' and academic courses.The main focus in 'in company' courses is for companies outside the financial market, but with a supplier / customer active in the market. The course explains all the key rules, products and nomenclatures, allowing employees to understand and communicate better with the supplier / customer.Academic courses also focus on the most diverse fields of finance and capital markets, with menus varying according to the need of each course. Show less

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  B2W Digital

  May 2014 - Apr 2015

  Investor Relations Manager

  Main responsibilities:• Preparation of quarterly results reports, presented to the Brazilian Securities and Exchange Commission (CVM) and to the market.• Preparation of quarterly results conference call presentations with investors.• Daily meetings with some of the biggest fund managers in Brazil and the world, such as Fidelity, Oppenheimer, BlackRock, Vanguard, Capital Group, Franklin Templeton, T. Rowe Price, among others.• Meetings and calls with sell side analysts of the main banks and brokers of the world, such as Goldman Sachs, JP Morgan, Morgan Stanley, Itaú, Bradesco, among others. • Preparation of materials used in Road Shows in the United States and Europe.• Capturing new independent research companies around the world to cover B2W's shares, such as New Street Research (England).• Follow-up of prices, volumes and main movements in the company's shareholder base daily. Show less

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  Bridge Trust

  Apr 2015 - Mar 2018

  Risk Manager

  Main responsibilities:• Manage the Risk; Pricing and Adequacy departments.• Control the adequacy of the managed funds. In charge of ensuring that the funds do not exceed the limits allowed by law or by its specific regulations for each type or group of assets invested.• Development of pricing models of fixed income assets with no liquidity in the market. In private debt securities, we must daily establish a fair market price to update the prices of the fund's shares.• Development of methodology to establish a minimum liquidity threshold for the funds, according to their profile and the number of shareholders. • Daily real-time market risk calculation of the funds managed by the company, as well as daily by the funds that are only managed. • Active participation with votes in all internal committees of the company. Committees for fiduciary administration, risk and management. • Approval of new funds administrators and their managers, through a due diligence regarding the techniques used by them for risk management. Show less

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  GRADUAL Investimentos

  Apr 2015 - Sept 2015

  Head of Analysis and Products

  Main responsibilities:• Create and manage a stock research team. This team was responsible for technical, derivatives and fundamentalist analysis of companies.• Study and selection of the best investment funds of the country through the strict selection of managers and historical results of them. These funds were made available to broker's clients.• Funding for the distribution of fixed income products of some of the country's main banks, such as Caixa Econômica Federal, BTG Pactual, Brasil Plural, Banco Máxima, Banco PINE, among others.• Restructuring the Wealth Management area, changing the way of presenting the recommended portfolio to each client and especially the concepts used to select the products to be placed in the portfolios of each one.• Restructuring the analysis and products areas of the website, for a better visualization and understanding of the contents.• Active participation in specialized media, through interviews for newspapers, magazines, radios and TV programs. • Preparation of structured operations to optimize the current operations of customers.• Preparation of recommended monthly portfolios, used by the brokerage firm to offer to clients and competitions with other brokerages in the media. Main Results:• Up until my departure from the company in September 2015, the portfolio was the leader of the InfoMoney ranking among brokerage firms.• The brokerage firm once again presented a profit in a quarter after 2 years (3rd quarter of 2015).• Immediate revenue generation through recommendations of operations via WhatsApp and emails.• High exposure in the media through interviews and leveraged by the leading recommended portfolio in the InfoMoney ranking. • Generation of active revenues through the trading desks after years without generating any active revenue. Show less

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  Banco do Brasil Securities LLC

  Jul 2018 - May 2021

  Strategist
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  Bradesco Bank

  May 2021 - now

  • Head of Advisory and Fixed Income

    Mar 2024 - now

  • Strategy Specialist

    May 2021 - Apr 2024