Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
Languages
Timeline
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Daniel Esteves

Daniel Esteves

Rio de Janeiro

Summary

Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Associate Investment Advisor

GWM Investments | BTG Pactual
02.2024 - Current

Associate Investment Advisor

Wave Capital
03.2023 - 02.2024

Senior Investment Advisor

Fatorial Investimentos
01.2023 - 03.2023
  • During my brief time as an investment advisor at one of the most qualified offices in the XP | Investimentos, I can highlight the following activities: financial advisor with a focus on stock market clients, Meet and prospect new customers, creating a relationship of trust and proximity with each of them, Relate assertively with customers already in the portfolio, aiming to ensure the achievement of each one's objectives, Take advantage of Amur Capita|BTG's specialist structure, in order to broadly meet the needs of its clients in the following aspects: investment, succession, risks, reduction of tax burden, among others, Build and maintain your clients, with the best possible investment portfolio, considering the particularities of each profile.

Associate Investment Advisor

Amur Capital
11.2021 - 08.2022
  • Working at Amur Capital | BTG was a nice experience I had in my career as an Investment Advisor
  • I can highlight the team's commitment to spare no efforts to offer the best structure for the Advisor to work with
  • This ranges from an excellent CRM system, providing real-time news, always focusing on the customer experience, and a highly competent trading desk
  • My daily activities were basically: Meet and prospect new customers, creating a relationship of trust and proximity with each of them, Relate assertively with customers already in the portfolio, aiming to ensure the achievement of each one's objectives, Take advantage of Amur Capita|BTG's specialist structure, in order to broadly meet the needs of its clients in the following aspects: investment, succession, risks, reduction of tax burden, among others, Build and maintain your clients, with the best possible investment portfolio, considering the particularities of each profile.

Investment Advisor

Golf Invest
01.2020 - 05.2022
  • As an Investment Advisor at GOLF|XP I had the opportunity to take on the challenge of being Head of the Foreign Exchange Desk, which gave me: Implements the Foreign Exchange Operations Desk - With training from the foreign exchange | XP area in a 40-hour course, Provide specialized service to customers operating in the foreign exchange segment, Carry out quotations and close exchange transactions, Receive and evaluate all documentation involving foreign exchange operations: import, export and financial, Monitor financial settlements of foreign exchange operations, Guide customers on the procedures, documents (commercial and financial) required by Bacen in foreign exchange operations, Monitor the foreign exchange market, especially regulatory changes, Analyze the framework of exchange operations, according to Bacen regulations, Develop and manage customer portfolio regarding foreign exchange products, Carry out visits to customers with the aim of prospecting or establishing relationships, Assist and guide the commercial team in establishing exchange limits, Provide training on foreign exchange operations, Participate in the definition of sector goals and indicators, Prepare technical reports and analyses
  • Furthermore, as an Advisor I developed the following activities: Customer prospecting, Establishment and maintenance of relationships with customers, Customer service, Recording and monitoring performance management metrics, Preparation and monitoring of investment portfolios, Commitment to continuous technical development.

Futures Trader

ATOM Participações S.A. - Proprietary Trading
07.2018 - 01.2020
  • Atom/SA is the largest proprietary trading firm in the Brazilian financial industry
  • My activities included: Trading in the futures market with mini-index and mini-dollar, As a consequence, analyzing the respective assets graphically.

Small Business Owner

Viva Lapa Laundry
10.2013 - 02.2019
  • Entrepreneurship was not an easy task, but the experience allowed me to develop a set of skills that helped me to succeed and later sell the business
  • Among them, I highlight: resilience, sales, emotional control, market orientation, interpersonal relationships, and constant learning.

Technical Analyst

Ministério do Planejamento
03.2009 - 09.2013
  • Ministry of Planning - Secretariat of Union Heritage
  • Land regularization projects on federal lands
  • We participated in the land regularization process for the "Porto Maravilha" project, which earned me a mention in the article in the magazine "Caros Amigos" below.

Technical Analyst

Empresa de Pesquisa Energética
10.2006 - 03.2009
  • Energy Research Company
  • I provided support for energy auctions, with a focus on participating in the review of the projects for the Madeira River and Belo Monte hydroelectric power plants.

Education

Postgraduate Degree, Business Intelligence -

CCE - PUC-Rio
08.2025

Master in Financial Markets, Finanças -

Proseek
12.2021

Master of Business Administration - MBA Private Banking, Finance and Financial Management Services -

Ibmec
01.2020

Master of Business Administration - MBA Broker Global, Finance and Financial Management Services -

Ibmec
01.2020

Master of Business Administration (MBA) | Project Management, Project Management -

FGV - Fundação Getulio Vargas
01.2009

Bachelor of Architecture - BArch -

Federal University of Rio de Janeiro
01.2005

Curso de Formação de Oficias Aviadores, Aeronáutica/Aviação/Ciência e Tecnologia Aerospacial -

Academia da Força Aérea - AFA
11.1999

High School Diploma, High School/Secondary Diplomas and Certificates -

Escola Preparatória de Cadetes do Ar - EPCAR
12.1997

Skills

  • Virtual Reality (VR)

  • Teamwork

  • Spreadsheets

  • Operations Support

  • Easily Adaptable

  • Current Affairs

  • Client Relations

  • Investment Advisory Services

  • Investment Management

  • English

  • Machine Learning Techniques

  • SQL Databases

  • Python Programming

  • Data Visualization Tools

  • Deep Learning Algorithms

  • R Programming

  • AWS Services

  • Software Engineering

  • Big Data Analytics

  • Natural Language Processing

  • Reinforcement Learning

  • Statistical modeling

  • Parallel Computing

  • Neural Network Design

  • TensorFlow Proficiency

  • Algorithm Optimization

  • GPU Programming

  • Computer Vision Expertise

  • Data Analytics

  • Software Development

  • Machine Learning

  • Pattern Recognition

  • Predictive modeling

  • Image processing

  • Algorithm development

  • Speech Recognition

  • Analytical Thinking

  • Data Governance

  • Large dataset management

  • Data repositories

  • Advanced data mining

  • Performance Data Synthesis

  • Data programming

  • Data science research methods

  • Data operations

  • Statistical Analysis

  • Portfolio Management

  • Asset Allocation

  • Fixed Income Analysis

  • Investment strategies

  • Options Strategies

  • Client Reporting

  • Problem-solving skills

  • Creative Thinking

  • Verbal and written communication

  • Self-motivated nature

  • Meticulous attention to detail

  • Investment performance analysis

  • Staff Training

  • Expertise in Excel

  • Equity markets

  • Currency Trading

  • Best Practices

  • Cash Flow Management

  • Fundamental Analysis

  • Insurance Planning

  • Retirement planning

  • Wealth Management

  • Technical Analysis

  • Industry analysis

  • Quantitative Analysis

  • Alternative Investments

  • Equity research

  • Economic forecasting

  • Estate Planning

  • Performance attribution

  • Bond Market Knowledge

  • Customer Service-Oriented

  • Employee Motivation

  • Operations Management

  • Resourcefulness

  • Strategic Planning

  • Administration strength

  • Project Management

  • Community Relations

  • Forward-thinking

  • Professional Demeanor

  • Due diligence

  • Powerpoint Presentations

  • Asset Management

  • Sales proficiency

  • Financial Modeling

  • Risk Mitigation

  • Business Development

  • Self-directed mindset

  • Revenue Generation

  • Persuasive negotiator

  • Security knowledge

  • Persuasive communication style

  • Global Equity portfolio management

  • Loss Prevention

  • Research and due diligence

  • Investment analytical systems

  • Investor Relations

  • Loan approvals

  • Mezzanine transactions

  • Regional equity portfolios

  • Investment philosophy

  • IPO understanding

  • Investment theme development

  • Briefings

  • Benchmark composition

  • Stocks and bonds knowledge

  • Honest and Dependable

  • Attention to Detail

  • Critical Thinking

  • Microsoft Excel

  • Financial Goal Planning

  • Know Your Customer

  • Risk Assessment

  • Financial Budgeting

  • Customer Complaint Resolution

  • Client Confidentiality

  • Client Engagement

  • Client Needs Assessment

  • Customer Referrals

  • Mutual funds

  • Financials Analysis

  • Investment advice

  • Cash Management Strategies

  • Salesforce

  • Portfolio Analysis

  • Financial Plan Development

  • Monthly Financial Statements

  • Customer Expectations Management

  • Client Interviews

  • Investment Analysis

  • Product Promotion

  • Retirement needs

  • Financial Planning

  • Regulatory Requirements Adherence

  • Investment planning

  • Financial Forecasting

Certification

  • Mercado Futuro - XP Educação, 13205454
  • Agente Autônomo de Investimentos - ANCORD
  • Process Management - Pipefy, cert_qwxg2t26
  • Evento Together 2023 - BTG Pactual, 65d72995-920d-4dab-96a0-886d7924169c
  • Overview: Operacional - Nectar, tf8engd7km
  • Compliance Track - BTG Pactual, 7bc751eb-d61c-4eeb-8cbd-a9afe885d15a
  • ESG Track - BTG Pactual, 5dc8b408-7120-42b4-a5e0-f9e1d297c8cc

Awards

Vote of Praise - Faculty of Architecture and Urbanism, 11/01/04

Languages

Portuguese
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Russian
Beginner (A1)
Chinese (Mandarin)
Beginner (A1)

Timeline

Associate Investment Advisor

GWM Investments | BTG Pactual
02.2024 - Current

Associate Investment Advisor

Wave Capital
03.2023 - 02.2024

Senior Investment Advisor

Fatorial Investimentos
01.2023 - 03.2023

Associate Investment Advisor

Amur Capital
11.2021 - 08.2022

Investment Advisor

Golf Invest
01.2020 - 05.2022

Futures Trader

ATOM Participações S.A. - Proprietary Trading
07.2018 - 01.2020

Small Business Owner

Viva Lapa Laundry
10.2013 - 02.2019

Technical Analyst

Ministério do Planejamento
03.2009 - 09.2013

Technical Analyst

Empresa de Pesquisa Energética
10.2006 - 03.2009

Postgraduate Degree, Business Intelligence -

CCE - PUC-Rio

Master in Financial Markets, Finanças -

Proseek

Master of Business Administration - MBA Private Banking, Finance and Financial Management Services -

Ibmec

Master of Business Administration - MBA Broker Global, Finance and Financial Management Services -

Ibmec

Master of Business Administration (MBA) | Project Management, Project Management -

FGV - Fundação Getulio Vargas

Bachelor of Architecture - BArch -

Federal University of Rio de Janeiro

Curso de Formação de Oficias Aviadores, Aeronáutica/Aviação/Ciência e Tecnologia Aerospacial -

Academia da Força Aérea - AFA

High School Diploma, High School/Secondary Diplomas and Certificates -

Escola Preparatória de Cadetes do Ar - EPCAR

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Daniel Esteves