Forester Simao

Supported Private Wealth coverage by providing private markets access solutions across bespoke mandates, monitoring investment performance and producing tailored client reports to improve decision-making and outcomes.

Supported coverage of Private Wealth relationships by providing private markets access solutions and producing tailored reports, monitoring investment performance to inform client portfolio decisions.

Advised FinTech clients on growth strategy and compliant investment product development by analyzing financial data and market trends to inform quantitative, regulatory-aligned recommendations.

Originated and managed SME and corporate lending relationships, focusing on invoice financing and business credit solutions, improving client satisfaction and retention through proactive, data-driven service.

Reviewed documentation and financial statements in corruption and bribery cases, synthesizing findings into concise summaries for senior consultants and supporting investigative analyses.

Reviewed complex documentation in corruption/bribery cases and produced concise analytical summaries for senior consultants, contributing accurate findings to investigative engagements.

Reviewed complex documentation in corruption and bribery cases and delivered concise analytical summaries for senior consultants, noted for accuracy and lateral thinking.

Conducted client interviews, needs analyses and offer preparation for wealth management and financial planning; promoted within 12 months for high client satisfaction and analytical quality.

Conducted client interviews, needs analyses and offer preparation for wealth management and financial planning; promoted within 12 months for above-average client satisfaction and analytical quality.

Supported HNWI client advisors with onboarding, KYC, and portfolio transactions while handling multilingual client requests and ensuring reliable cross-lingual service delivery.

Supported wealth management advisors with onboarding, KYC and portfolio transactions for HNWI clients, handling requests in French, English and German and ensuring reliable cross-lingual client service.

Managed corporate insurance portfolios and coordinated with underwriters and clients to optimize solutions; promoted within 12 months for strong performance.

Supported account managers in insurance portfolio management and client servicing, building client trust through responsiveness and accurate execution.

Supported account managers in insurance portfolio management and client servicing, building client trust through responsiveness and accuracy.

CAIA Level I candidate pursuing certification to deepen expertise in alternative investments and private markets.

CAIA Level I candidate to deepen knowledge in alternative investments and private markets.

CAIA Level I candidate to deepen knowledge in alternative investments and private markets.

Completed the Private Markets and Alternative Investments Certificate from the CFA Institute in 2024.

Completed the Private Markets and Alternative Investments Certificate from the CFA Institute in 2024.

Completed a Master of Science in Banking & Finance while employed, focusing on banking, finance, and private markets.

Completed a Bachelor of Science in Business Administration while employed, covering business administration and client advisory skills.