Summary
Overview
Work History
Education
Skills
Certification
Timeline
OperationsManager
Marcio Moraes

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
04.2024 - 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
12.2022 - 04.2024
  • 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
04.2019 - 11.2022
  • 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
02.2018 - 03.2019
  • 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
03.2017 - 02.2018
  • 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, Brazil
10.2022

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
04.2024 - Current

Equity & Futures Sales Trader

Inter
12.2022 - 04.2024

Latam Equity Sales Trader

Goldman Sachs
04.2019 - 11.2022

Fixed Income and FX Sales & Trading Intern

Morgan Stanley
02.2018 - 03.2019

Treasury Intern - Fixed Income

Safra
03.2017 - 02.2018

Bachelor of Science - Economics

University of São Paulo

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Marcio Moraes