Marcelo Moreno, CFA

Marcelo Moreno, CFA

Intern

Followers of Marcelo Moreno, CFA1000 followers
location of Marcelo Moreno, CFASão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Credit Portfolio Manager

  • Education

    • Universidade de São Paulo

      2009 - 2013
      Bachelor of Business Administration (B.B.A.) Accounting and Finance
    • Universität St.Gallen (HSG)

      2012 - 2012
      Bachelor of Business Administration (BBA) Finanças

      Exchange Student

    • Universität St.Gallen (HSG)

      -
  • Experience

    • Societe Generale Corporate and Investment Banking - SGCIB

      Jun 2011 - Aug 2012
      Intern
    • Goldman Sachs

      Jun 2013 - Dec 2013
      Intern
    • Banco J Safra

      Jan 2014 - Feb 2016
      • M&A Analyst

        Jan 2015 - Feb 2016
      • Trainee

        Jan 2014 - Dec 2014
    • Safra

      Feb 2016 - Jul 2022

      Buy side credit traderInvestment analysis, selection and execution of credit trading Focus on Latam issuers (sovereign, HY / IG)Eurobonds, CDS, CDX, EMB Negotiation and pricing of credit operations with Large Corporate clientsDebentures, working capital, promissory notes

      • Credit Trader

        Oct 2017 - Jul 2022
      • Senior Analyst Lending Desk

        Feb 2016 - Sept 2017
    • Itaú Asset Management

      Jul 2022 - now
      Credit Portfolio Manager
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
    • CGA

      ANBIMA
      Sept 2022
    • Distressed Asset Investing and Corporate Restructuring

      Wharton Executive Education
      Oct 2021
      View certificate certificate
  • Volunteer Experience

    • English Teacher

      Issued by Cidadão Pró-Mundo
      Cidadão Pró-MundoAssociated with Marcelo Moreno, CFA