Learn Data Skills
Beta
Mauricio Lamon

Mauricio Lamon

Portfolio Manager

Mackenzie University

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

I use data to ask questions.

My Work

Take a look at my latest work.

course

Introduction to Python

course

Intermediate Python

DataLab

Project: Investigating Netflix Movies

github

Brazilian Open Funds Money Flow

Python

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Anbima CGA

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

GCS CAPITAL | Mar 2020 - Present

Portfolio Manager | Co-Founder

• Co-founded an independent asset management firm and provided managed accounts, exclusive funds, and structured finance operations to retail and institutional investors. • Evaluated over BRL 3 billion in real estate assets to create a REIT portfolio.
Show More

Zahl Investimentos | Jan 2018 - Mar 2020

Partner

• Prospected High Net Worth clients and built a customer base of 60 active clients, providing diversified investment solutions and portfolios with optimal risk-return relations. • Achieved one of the highest NPS scores among peers with BRL 15 million in assets under management.

SOCOPA | Jan 2017 - Jun 2018

Trading Desk

• Co-led the support team for all retail customers and executed equities, derivatives, and fixed-income trade orders for ultra-high net worth clients. • Created internal structures and procedures for short-selling operations, resulting in a substantial increase in the number of operations.

Novelis | Jan 2016 - Jan 2016

Risk Management Analyst

• Hedged aluminum positions through OTC derivatives and traded NDFs and FX Swaps for hedging daily cash flow forecasts, boosting the overall hedge's efficiency. • Analyzed and controlled Brazilian branch exposures and presented on global risk management committees while also serving as a member of the regional Risk Management Committee. • Automated reports through Excel and VBA, cutting operational processing time by more than half.

SOCOPA | Jun 2014 - Jan 2016

Trading Desk Analyst

• Maintained and deepened relationships with institutional investors by executing equities, fixed income, and derivatives trading operations. • Responsible for running algorithm trading operations and controlling foreign investors' positions and margin requirements for short-selling operations. • Automated daily reports and controls through Excel and VBA spreadsheets, which were used for years after leaving the company.

Syngenta | Jun 2013 - Mar 2014

Internship

Controllership Area Development of analysis and reports regarding company’s financial results. Automation of reports and process.

Itau BBA | Jan 2011 - Jan 2012

Estagiário Middle Office de Câmbio

N/A

My Education

Take a look at my formal education

Bachelor of Business Administration (B.B.A.), Business Administration and Management, GeneralUniversidade Presbiteriana Mackenzie | 2014

About Me

Mauricio Lamon

Portfolio Manager - finally - learning python and data science. CFA L2 candidate

Powered by

  • Work
  • Certifications
  • Courses
  • Experience
  • Education
  • About Me
  • Create Your Data Portfolio for Free