Roberto Gornstein, CFA

Experience

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  Natura

  Jan 2007 - Jan 2007

  Intern
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  IBM

  Jan 2008 - Jun 2008

  Financial Management Services Intern
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  BNP Paribas

  Aug 2008 - Nov 2008

  Intern

  • Equities Derivatives Structuring and Sales• Stocks (local) Lending and Borrowing management

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  Safra

  Feb 2009 - Aug 2013

  Multi Asset Derivatives Structuring Associate

  • Responsible for trade idea generation, pitching and structuring of onshore and offshore Structured Notes and Funds (capital protected or not). Developed a broad array of structuring expertise across Global Equities (including ETFs), FX, Rates, Credit and Commodities, and implementation in the brazilian market. Traded listed options and OTC exotic options and swaps. Focus on fully funded structures and structured funds.• Pioneered structures like local inflation and commodity-linked notes, Range Accruals of exotic FX pairs and Interest Rates Futures. Other structured products created a wide range of derivatives strategies and asset classes. • Daily tasks included macro economic research, idea generation, internal execution feasibility (multi-department tasks involving Credit, Legal, Risk, Sales, Operations), pricing and trading of derivatives, mostly targeted at Safra’s Private Bank (onshore and offshore clients) as well as its institutional clients. Show less

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  J. Safra Sarasin

  Sept 2013 - Aug 2016

  Trader / Investment Advisor

  Execution Trader for Offshore Private Bank(Global Assets : FX, FX options, Futures, Fixed Income, Equities, Equity Options, Structured Notes)Structured Notes Specialist Investment AdvisorLocated in Panama City, Panama

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  Safra

  Oct 2016 - Apr 2018

  Asset Allocation / Advisory

  Working with Banco Safra local Private Bank Advisory and Asset Allocation team.

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  Accio Partners UHNW Family Office

  Apr 2018 - Dec 2018

  Portfolio Manager

  Company focused to manage assets of a Ultra High Net Worth Family.- Developed investment strategies and legal procedures to act as an asset management firm regulated by Brazilian Securities Commission (CVM)- Extensive research on mutual and hedge funds in order to get uncorrelated exposures- Granted license to manage assets in Brazil. Studied dozens of Asset Managers to invest

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  Journey Capital

  Jan 2019 - Feb 2020

  Investor Relations / Distribution

  Brazilian Asset Management company with focus on Credit and Distressed Debt asset classes.- Responsible for prospecting and distributing Credit Funds with focus on Brazilian Institutional Investors (Wealth Management Family Offices, Brokerage companies, Banks) and Brazilian Investments Companies (targeting retail investors).- Updated clients with fund performances in alliance with marketing department.

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  EToro

  Sept 2020 - now

  Investment Portfolio Leader