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Marcelo T

@marcelorotofi

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Experienced investment professional with a strong background in asset management.

Brazil

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What I'm looking for

I am looking for opportunities that allow me to leverage my investment and risk expertise in a dynamic environment, focusing on data-driven strategies and collaborative decision-making.

I am an investment professional with over 15 years of experience in asset management, quantitative finance, and financial modeling. My career has been marked by a commitment to delivering above-benchmark results and refining risk methodologies. I have a strong background in applying data-driven investment strategies that have consistently outperformed market expectations.

In my most recent role as a Portfolio Manager at Suzano Holding SA, I managed a BRL 1.4 billion fixed income portfolio, achieving 108% of the CDI benchmark while effectively mitigating risk. My experience also includes co-managing a multimarket fund-of-funds that delivered impressive returns. I have a proven track record of enhancing internal credit risk systems and leading investment discussions that shape asset allocation decisions.

Throughout my career, I have developed a robust skill set in financial modeling and analytics, utilizing tools such as Python, R, and SQL to optimize investment strategies. My academic background, including a Master’s degree in Economics and certifications as a CFA and FRM, complements my professional experience, allowing me to approach investment challenges with a comprehensive and analytical mindset.

Experience

Work history, roles, and key accomplishments

Portfolio Manager

Suzano Holding SA

Oct 2017 - Jul 2023 (5 years 9 months)

Managed a BRL 1.4 billion fixed income portfolio, outperforming benchmark and delivering 108% of the CDI benchmark while mitigating risk. Refined and maintained the internal credit risk system, enhancing methodologies and ensuring rigorous evaluations.

Portfolio Management Risk Management Asset Allocation Investment Committee

Senior Investment Analyst

Brasilprev Seguros e Previdência S/A

Dec 2011 - Oct 2017 (5 years 10 months)

Managed over BRL 300 billion in assets through a fund-of-funds structure, consistently generating 0.6% annual excess returns above the benchmark. Designed and implemented financial models and tools, improving asset allocation and alpha generation.

Asset Management Financial Modeling Asset Allocation Alpha Generation

Investment Analyst

Brasilprev Seguros e Previdência S/A

Nov 2010 - Dec 2011 (1 year 1 month)

Managed defined benefit pension plans and led ALM (Asset Liability Management) processes, ensuring compliance with liability-driven strategies.

Defined Benefits Pension Plans Liability Driven Strategies Asset Management

Risk Analyst

Integral Trust Serviços Financeiros Ltda.

Mar 2009 - Sep 2009 (6 months)

Provided client support for risk management software, ensuring compliance with new Central Bank regulations. Delivered training on market and operational risk and co-designed credit risk management frameworks for financial institutions.

Risk Management Risk Operations Credit Risk

Equity Research Analyst

CMA – Consultoria, Métodos, Assessoria e Mercantil S/A

Jan 2007 - Jul 2008 (1 year 6 months)

Produced actionable equity research and recommendations for the Pulp & Paper, Utilities, Real Estate and Banking sectors. Authored comprehensive sectoral reports and maintained Stock Guide.

Equity Research Financial Analysis Stock Guide