Experience

• 

  Liga de mercado financeiro esalq-usp

  Aug 2020 - Jun 2022

  • Diretor de pesquisa

    Mar 2022 - Jun 2022

  • Research Analyst

    Aug 2020 - Mar 2022
• 

  Ejea consultoria

  Dec 2020 - Dec 2021

  • Coordenador comercial

    Aug 2021 - Dec 2021

  • Analista de negócios

    Apr 2021 - Aug 2021

  • Coordenador de relações públicas

    Dec 2020 - Apr 2021
• 

  Blackbird co.

  May 2022 - now

  • Responsible for portfolio allocation across multiple asset classes, tailoring strategies to clients’ risk profiles, objectives, and macroeconomic conditions.• Performed fund analysis, evaluating vehicles based on metrics such as Sharpe ratio, volatility, and drawdown, helping optimize portfolio risk-return.• Advised clients on allocation decisions and executed fixed income trades and investment orders, maintaining a high standard of service and product suitability.• Conducted regular meetings to assess portfolios, explain product structures, and adjust strategies based on market shifts.• Worked closely with fund managers to understand investment theses and support internal distribution.• Automated workflows and reporting through advanced Excel, VBA, and began training in Python for simulations and efficiency gains.• Also performed all activities described in the Fixed Income role, including analysis of interest rate curves, bond pricing, credit spreads, and use of swaps for portfolio rebalancing. Show less • Responsible for selling fixed income products and providing investment support to clients, offering tailored solutions and explaining market dynamics and opportunities.• Focused on fixed income allocation, selecting government and corporate bonds aligned with each client’s risk profile, goals, and the current macroeconomic environment.• Deep knowledge of bond pricing, coupon calculation, and both mark-to-market and amortized cost valuation, supporting strategic decision-making.• Strong understanding of interest rate curves, real interest rates, implied inflation, credit spreads, and how each factor impacts fixed income instruments.• Conducted macroeconomic and credit analysis to identify tactical opportunities and support bond flipping strategies.• Used CETIP and B3 (BMF) swaps as tools to rebalance portfolios and adjust index exposure.• Produced technical reports and investment decks for the sales team, covering fixed income instruments indexed to pre-fixed rates, post-fixed rates, IPCA, and IGP-M. Show less • Macroeconomic research and fundamental analysis to inform portfolio allocation strategies.• Contributed to building and reviewing investment portfolios, ensuring alignment with macroeconomic trends and fundamental insights to optimize performance.• Analyzed fixed-income and investment fund offerings, liaising with fund investor relations to gather key information for informed investment decisions.• Rotated through Asset Management and Structured Equity teams as part of a cross-functional internship program, gaining exposure to diverse investment strategies and asset classes.• Gained exposure to derivative operations – including non-deliverable forwards (NDFs), fixed income swaps, stock options, and commodity futures – as part of the rotation, enhancing understanding of portfolio risk management. Show less

  • Investor & Fixed Income

    Mar 2024 - now

  • Fixed Income Sales

    Jan 2023 - Feb 2024

  • Research Intern

    May 2022 - Dec 2022