Gabriel Monteiro

Experience

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  Planner Corretora de Valores

  Jan 2007 - Dec 2010

  Equity Derivatives Broker

  Create and maintans a variety of computer spreadsheets and financial models (company, industry/sector, macro country financial models). Collects industry and company data through a variety if channels, including sell-side research firms, internal and external data bases, trade publications, online sources, regulatory filings and sometimes interviews with industry sources.

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  XP INVESTIMENTOS

  Jan 2011 - Dec 2014

  Equity Derivatives Broker

  Stays up-to-date on industry trends, company News and regulatory issues. Prepares internal presentations and sumaries of invesment meetings. Work with investment analysts to prepare internal presentations or write company sumaries and background pieces for investment reports.

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  Global Advisors

  Jul 2013 - Dec 2014

  Business Advisor

  Reviews and organizes data, synthesizes information, identifies trends and helps investors to analyze and interpret company and industry data trends. Prepares background research for investors and assists with portfolio analysis.Write sumaries of weekly investment meetings. Take notes and write sumaries of informations shared at company sponsored events, retreats, presentations, conferences and meetings.

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  Companhia Paulistana de Securitização - SP Securitização

  Jan 2015 - Apr 2021

  Senior Advisor

  Coordination of financial modeling operations involving capital markets tools to enable investments in the city of Sao Paulo. Operation and monitoring of all stages of modeling, including technical aspects, economic, financial and legal. Interaction with various levels of government involved in the projects, as well as active financial institutions in operations. Monitoring urban operations consortium projects, concessions and public-private partnerships and structuring of public guarantees offered under the projects. Show less

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  KPMG

  Apr 2021 - now

  Senior Manager, Securitization Advisory