Michel Goldberg

Experience

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  Cyrela

  Sept 2016 - Sept 2017

  Real Estate Development Intern

  • Project Facilitation: Ensured all necessary steps were taken to initiate construction and sales processes for new projects. Collaborated cross-functionally to streamline workflows, meeting crucial milestones to bring projects from conception to fruition.• Model Updating and Valuation Support: Played a role in updating financial models and providing essential support for the valuation of new business opportunities. Assisted in the assessment of potential ventures, ensuring robust financial analysis to guide investment decisions.• Market Analysis and Presentation: Conducted in-depth scenario analyses and assessed the dynamics of the real estate market. Regularly presented comprehensive market expectations and insights to company directors, supplying critical data to inform strategic decision-making and investment directions. Show less

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  BNP Paribas

  Sept 2017 - Feb 2018

  Wealth Management Intern

  • Trade Execution and Reporting: Managed the execution of client subscriptions and redeemptions, and generated comprehensive reports, providing clients with a clear overview of their investment activities. • Business Development Support: Collaborated with the team to identify and pursue new opportunities for growth.• Automated Reporting: Demonstrated technical proficiency by designing and building automated reports tailored for the sales team. These reports streamlined data analysis, providing valuable insights for decision-making and client engagement.• Client Liaison: Served as a dedicated point of contact for clients, ensuring their needs and inquiries were promptly addressed. This included effectively managing client relationships to enhance satisfaction. Show less

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  Leste Group

  Feb 2018 - Mar 2022

  • Conducted equity research, analyzing financial statements, annual reports, and regulatory filings to evaluate potential investments.• Specialized in event-driven analysis, identifying and assessing corporate events such as M&A, restructurings, and spin-offs, evaluating associated risks and returns.• Continuously monitored portfolio positions, tracking news, events, and market sentiment to make necessary adjustments in response to changing circumstances.• Developed a proprietary tool and scorecard mechanism, facilitating the quantification and ranking of trade ideas. This systematic approach enabled the team to quantify ideas, prioritize investment opportunities, and allocate resources effectively.• Executed trades and managed hedging. Show less Shortly after my graduation, the Middle Office was restructured to operate independently from Operations. As a result of this change and my demonstrated performance, I began reporting directly to the CEO, CFO, and other directors.• Strategic Oversight: Provided strategic direction and oversight for the middle office team, ensuring that the department's goals aligned with the fund's overall objectives.• Team Leadership: Managed and mentored the middle office team.• Process Development: Ensured that these processes were aligned with the fund's investment strategies and risk management goals.• Stakeholder Communication: Communicated regularly with senior management, traders and Portfolio Managers to provide updates on the middle office's activities and performance.• Strategic Decision-Making: Collaborated with senior management to make strategic decisions regarding the fund's investments, risk management, and operational efficiency.• Performance Oversight: Reviewed and analyzed the comprehensive performance reports generated by the middle office, using them to evaluate the fund's performance against benchmarks and objectives and make informed investment decisions.• Resource Allocation: Managed resource allocation within the middle office, ensuring that the team had the necessary tools, technology, and personnel to carry out their responsibilities effectively. Show less • P&L Report Management: Calculated and distributed the Profit and Loss (P&L) report to our team of traders and Portfolio Managers, providing them with essential insights into their trading performance and positions.• Process Automation: Developed and implemented highly automated processes, particularly in performance attribution and cash flow control. • Collateral Management: Managed collateral control, optimizing the utilization and security of the fund's assets in various financial transactions.• FX Hedge control: Managed exposure control of non-US currencies, employing risk management strategies to safeguard the fund's investments from adverse currency movements.• Performance Reporting: Generated comprehensive performance reports, providing stakeholders with a clear view of the fund's financial performance, attribution analysis, and investment results. These reports were instrumental in tracking and evaluating the fund's performance against benchmarks and objectives. Show less

  • European Equity Analyst

    Jan 2021 - Mar 2022

  • Head of Middle Office

    Jan 2019 - Jul 2021

  • Middle Office Intern

    Feb 2018 - Dec 2018
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  Lumx

  Apr 2022 - now

  Chief Financial Officer

  • Financial Leadership: I provide strategic financial leadership, ensuring the company's financial health and sustainability through effective financial planning, budgeting, and forecasting.• Fundraising and M&A: I am responsible for identifying and executing M&A opportunities, conducting due diligence, negotiating deals, and preparing all necessary materials.• Operations: My role includes optimizing our operational processes, enhancing efficiency, and enabling scalability across various facets of our business, including vendor relationships and integrations among teams.• Strategic Planning: Collaborating closely with our executive team, I contribute to the development and execution of our strategic plan, aligning financial and operational goals with our company's vision.• Financial Reporting: I prepare and present comprehensive financial reports to our board of directors, investors, and stakeholders, maintaining transparency and accountability in our financial performance.• Communication and Investor Relations: Effectively communicating our financial and operational performance to investors.• Legal Oversight: I manage legal affairs, ensuring compliance with regulations, negotiating contracts, protecting intellectual property, and mitigating legal risks.• People & Culture: I nurture our company culture, drive talent acquisition, oversee employee development, and implement engagement strategies to create a thriving workplace environment. Show less

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  BeConfident

  Apr 2024 - now

  Angel Investor
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  Chanty Beauty

  Apr 2024 - now

  Advisor