Marcio Moraes
São Paulo, Sao Paulo,SP
Summary
Goal-oriented sales trader with over 7.5 years of experience overseeing the negotiation and execution of investment trades for local and international institutional clients. Proficient in managing stocks and derivatives.
Overview
8
8
years of professional experience
Work History
Equities Sales Trader - Institutional Clients
Lev DTVM
2024.04 - Current
- Leading equities in a new broker house for institutional clients
- Leading corporate access and working to introduce new products/services in the market
- Opening key accounts and establishing new relationships
- Reporting directly to CEO/Founder, helping to manage goals, costs and training new hires to trade equities and derivatives
Equity & Futures Sales Trader
Inter
2022.12 - 2024.04
- Traded equities and derivatives for local and international institutional clients, such as asset managers, hedge funds, and banks.
- Contributed to the development of Inter in the institutional market, achieving over 110% business growth in a local equity market that was shrinking by 15% in the period.
Latam Equity Sales Trader
Goldman Sachs
2019.04 - 2022.11
- Traded equities and derivatives for local and international institutional clients, including asset managers, hedge funds, and banks.
- Delivered comprehensive market analysis and strategic insights based on research data, covering earnings, corporate events, and economic developments.
- Produced and distributed daily and weekly market reports offering clients actionable information on market trends, economic agendas, and potential impacts.
- Contributed to the development and implementation of tailored solutions to clients, improving the overall client trading experience.
Fixed Income and FX Sales & Trading Intern
Morgan Stanley
2018.02 - 2019.03
- Supported trading of FX, IRS, CDS, and other derivatives for Argentine and Andean Institutional Clients (Chile, Colombia, and Peru), including pension funds, asset managers, hedge funds, and banks.
- Assisted with executing FX positions and quoting high-yield bonds for clients.
- Communicated with clients and operations teams to resolve trading discrepancies.
Treasury Intern - Fixed Income
Safra
2017.03 - 2018.02
- Supported local bond trading and optimized treasury activities, focusing on liquidity management, risk, and spreadsheet automation.
- Calculated daily P&L for various assets (government bonds, futures, FRAs) and tracked global macroeconomic data.
Education
Bachelor of Science - Economics
University of São Paulo
São Paulo, Sao Paulo, Brazil10.2022
Skills
- Trading Strategies
- Sales Strategies
- Data Analysis
- Business development expertise
- Budget management
- Organizational Skills
- Adaptability and Flexibility
- English, Spanish and Portuguese Fluency
Certification
PQO Operações
Timeline
Equities Sales Trader - Institutional Clients
Lev DTVM
2024.04 - Current
Equity & Futures Sales Trader
Inter
2022.12 - 2024.04
Latam Equity Sales Trader
Goldman Sachs
2019.04 - 2022.11
Fixed Income and FX Sales & Trading Intern
Morgan Stanley
2018.02 - 2019.03
Treasury Intern - Fixed Income
Safra
2017.03 - 2018.02
Bachelor of Science - Economics
University of São Paulo