Daniel Sasson, CFA

Daniel Sasson, CFA

Finance Intern

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  • Timeline

  • About me

    Partner | Head of Latam Steel & Mining, Pulp & Paper and Cement at Itau BBA

  • Education

    • Fundação Getulio Vargas / FGV

      2006 - 2009
      Bachelor's degree Business Administration and Management - Corporate Finance and Financial Markets
    • Maastricht University

      2008 - 2008
      Business Administration and Management, General
    • Colégio Dante Alighieri

      1993 - 2005
  • Experience

    • Procter & Gamble

      Dec 2007 - Jun 2008
      Finance Intern
    • Merrill Lynch

      Jan 2009 - Oct 2009
      Investment Banking Intern
    • Morgan Stanley

      Oct 2009 - Feb 2012
      Equity Research Sell Side Analyst

      Coverage of Financial Institutions in Latin América (Brazil, México, Chile, Colombia, Peru and Argentina)- MS Financials Team was ranked #1 in Latin América by II Magazine in 2011.

    • Credit Suisse

      Feb 2012 - Mar 2014
      Equity Research Sell Side Associate

      Coverage of Financial Institutions in Latin America (Brazil, México, Chile, Colombia, Peru). - Responsible for the update of financial models of covered companies, maintenance of important databases. Responsible for client coverage in Sao Paulo, Rio de Janeiro and Chile. CS Financials Team was ranked #1 in Latin América by II Magazine in 2012, #3 in 2013 and #2 in 2014.

    • Itaú BBA

      Aug 2014 - now
      Head of Latam Steel & Mining, Pulp & Paper, Agribusiness and Cement

      * Based in Sao Paulo from August 2014 - June 2016, in Mexico City from July 2016 - March 2017, and again in Sao Paulo from April 2017 on.Coverage of Metals & Mining, Pulp & Paper, Agribusiness and Cement sectors in LatAm.Main activities include:- Produce sector fundamental insights and market update reports- Contact with clients based in Brazil, Europe, US, Mexico and Chile.- Create and update financial models of the stocks under coverage in the P&P, M&M and Cement sectors - Create and update databases with sector data from Brazil, Mexico, Colombia and Peru- Initiate new coverage on companies in the sectors- Manage client requests- Keep Itau's sales and traders informed of the important topics on the covered sectors on a daily basis Show less

  • Licenses & Certifications

    • Foundations in Responsible Investment

      Principles for Responsible Investment
      Jan 2021
    • Advanced Responsible Investment Analysis

      Principles for Responsible Investment
      Jan 2021
    • CFA Charterholder

      CFA Institute
      Jan 2016
    • Getting Started in Responsible Investment

      Principles for Responsible Investment
      Jan 2021