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Experience · 6 entries
All (6)
Investments (2)
2019
Portfolio Manager & Securities Specialist
Jul 2019
XP Investments US, LLC d/b/a XP Investments, a FINRA member, is affiliated with XP Investimentos, servicing institutional clients from around the world with their equities, fixed income and derivatives business needs in international markets. XP Investments also has a Private Wealth Management team servicing private clients from around the world with their needs in international markets.
XP Investments’ Private Wealth Management team in Miami strives at planning and structuring each client’s investment portfolio in a personalized, open architecture model. We strive at working closely with our clients, taking into consideration not only their return objectives and risk tolerance, but also their life cycle, current situation and needs for adjustments.
XP Investments’ Institutional Desks in New York and Miami service two types of flows: Non Latin American institutions trading Brazilian and Latin American markets (North-South); and Brazilian and Latin American institutions trading international markets (South-North).
XP Investments offers institutional investors in the U.S.:
- The capability to trade Brazilian local markets through XP Investimentos.
- The capability to trade other Latam markets including Mexico, Chile, Colombia, and Peru.
- Corporate-access meetings with both public and non-public Brazilian, companies, industry consultants, and regulators.
- Customized market commentary from the largest trader of Brazilian equities and options on the Bovespa.
XP offers to institutional investors in Latam an extensive expertise in international markets, in addition to knowledge of current demands and interests from Latin American institutions on equities, fixed income, futures and derivatives.
2018
B
Bolton Global Capital
Investment Portfolio Manager & Equity Analyst
May 2018
B
Bolton Global Capital
Equity and Portfolio Analyst
May 2018
2017
Portfolio & Equity Analyst
Apr 2017
Innovation. Talent. Teamwork.
At Interaudi Bank, our core mission is simple - to provide personalized private banking services and care to each and every one of our clients. To achieve this goal we rely on our team of innovative and talented professionals who share our vision.
JOIN OUR TEAM
Whether you’re a recent graduate or an experienced professional, we’re looking for people who are team-oriented and motivated, who can take initiative and think outside the box. As part of the Interaudi team, you’ll have an opportunity for professional development and advancement to help you move forward in your career.
CAREER OPPORTUNITIES
Email resume to: careers@interaudibank.com
OUR BENEFITS
Medical, Dental, Vision, Life and Disability Insurance
Paid Vacation days, Sick days, Holidays & Summer Fridays
401(k) Plan
Commuter Benefits
Flexible Spending Accounts
Follow us on LinkedIn!
2014
M
Maratona Investimentos
Investor & Analyst
Jan 2014
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