Belo Horizonte, Minas Gerais, Brazil
Portfolio Manager at Vêneto MFO, focused on global portfolio construction and offshore investment strategies for HNW and UHNW families. I work across offshore equities, global fixed income, mutual funds, and alternative investments (Private Equity, Private Credit, Hedge Funds), combining macro perspective, due diligence and quantitative models to design resilient and optimized portfolios. I build allocation frameworks, analytical tools and AI-enhanced workflows in Python to improve decision-making, risk management and client communication. Currently a CFA Level II candidate, also pursuing a second degree in Software Engineering to deepen my technical foundation and strengthen my edge in quantitative finance and automation.
• Support the construction, monitoring and rebalancing of global multi-asset portfolios for HNW/UHNW families. • Perform due diligence on international funds and alternative investments, contributing to allocation decisions. • Prepare market updates and macro views for investment discussions and client communication. • Maintain dialogue with global managers and partners to follow performance, opportunities and research.
• Contributed to the development of the firm’s offshore asset allocation guidelines. • Conducted analysis and due diligence across mutual funds, hedge funds, private credit and other global investments. • Supported macroeconomic research and presented insights in investment committee meetings. • Maintained relationships with international fund managers and partner banks for information flow and opportunity sourcing.
• Executed equity and derivatives trades for domestic and international mandates. • Developed VBA/Python tools to improve operational efficiency and reporting. • Monitored markets and supported liquidity and cash management activities. • Contributed research and analysis to investment committee discussions.