1. Resume
ALEXANDRE ZÜRCHER (CNPI - Brazilian Investment Certified Professional)
1 Smithfield Terrace, Smithfield Dublin 7, Dublin, Ireland
+353 83 824 7120 a.mourazurcher@gmail.com 04/26/1985
** Native: Portuguese - Fluent: English and German**
Nationality: Brazilian (SWISS CITIZENSHIP)
INVESTOR RELATIONS ANALYST / EQUITY ANALYST / QUANTITATIVE RESEARCH ANALYST
Investment analyst with a proven record of providing accurate, timely information to guide investment
strategy for large, international funds. Specialize in identifying high-potential opportunities and significantly
improving portfolio performance.
AREAS OF EXPERTISE
Equity Research Investment Strategies Asset Evaluation Performance Modeling
Researching & Writing Reports Performance Analysis
Financial Modeling VBA Programing Client Relations International Team Support
EDUCATION
Bachelor in Physics (NFQ Level 8) São Paulo State University São Paulo, Brazil 2010
Master in Financial Engineering (NFQ Level 9) Fundação instituto de Administração São Paulo,
Brazil 2011
FURTHER EDUCATION AND CERTIFICTES
CNPI - Brazilian Investment Certified Professional
Training Professional Investor Relations São Paulo Brazil 2014
Financial Statement Models, DCF, M&A, LBO. FK Partners São Paulo Brazil 2013
10th
Valuation Course. APIMEC SP São Paulo Brazil 2013
CFA Level I. FK Parteners São Paulo Brazil 2013.
VBA I and II. Impacta Tecnology Training Course São Paulo Brazil 2012
Finance Profins, Profins Business School São Paulo Brazil 2010
Basis of Stock Market, BM&FBovespa São Paulo Brazil 2009
Financial Education Master Module, BM&FBovespa São Paulo Brazil 2009
How to Make a Business Plan, Project Entrepreneurship, Poli Jr. SEBRAE São Paulo Brazil
2009
PROFESSIONAL EXPERIENCE
Investor Relations Analyst | ISA CTEEP – UTILITY COMPANY FOCUS ON ELECTRICITY
TRANSMISSION | Brazil | Jun 2014 – Jul 2015
Performed a comprehensive competitive analysis, including financial metrics and ratios, developed
projections monitoring tools and peers analysis.
Created presentations, press releases, and other communication materials for earnings releases,
industry events, and presentations to analysts, brokers, and investors.
Coordinated the update of the Reference Form, due diligence and oversees the production of all
reports for regulatory agencies and proxy statements.
2. Resume
Call conferences and meetings with national and foreign analysts (sell-side and buy-side).
Provided feedback to the management team regarding the impact of stock repurchase programs or
dividend changes on the investment community.
VBA programing to optimize daily routines (Excel + Outlook + Thomson Reuters + Economática).
Achievements: Designed and created a specific report that analysed Financial market data bank and
sent direct to the board of directors.
Treasury & Investor Relations Analyst | LIBRA HOLDING – INFRASTRUCTURE FOR
INTERNATIONAL TRADE | Brazil | Aug 2013 – Jun 2014
Provided daily report of financial investments of the group and provided feedback to the management
team regarding to changes on portfolio assets.
Looked after over a debt exposition on foreign currency making hedge control with derivative
transactions.
Assessed, analysed and interpreted financial information and credit exposure about clients within set
risk bearing limits over days to payment.
Created presentations, press releases, and other communication materials for earnings releases,
industry events, and presentations to banks and investors.
Due Diligence, consolidation of financial information, organization of reference form - CVM.
Updated offering memorandum for future bond issues in local Market.
Confection of investment, debt and cash flows reports for board.
VBA programing to optimize daily routines (Excel + Bloomberg).
Achievements: Designed and created a specific tool that analyzes a FX hedge positions on real time
and set the counterpart balance at the close of the market.
Quantitative and Equity Research Analyst | SANTANDER GB&M – EQUITY RESEARCH | Brazil |
Sep 2011- Dec 2012
Provided advanced quantitative analysis, research, and evaluation of equity markets to facilitate
better understanding by fund managers and increase brokerage sales.
Developed financial models, research strategies, and internal processes to increase information
accuracy.
Supervised full-time research analyse and work with equity analysts from other regions on
developing/marketing products. Led custom research initiatives at client request and customise
research products produced in other regions for the Latin American market.
Created long/short strategies based on mean reversion method and momentum, using a quantitative
model and MACD.
Monitored short interest in the Brazilian equity and LatAm ADRs market. Looked at the short covering
and short squeeze risk.
MSCI and VanEck reshuffle - Analyzed the main changes and the potential impact in trading days.
Ibovespa reshuffle - applying BM&FBovespa methodology try to replicate the new portfolio.
Analysed the trading activity of corporate insiders (management, board members, controlling
shareholders, and employees) according CVM 358 report, on their respective stocks.
Monitored the total volume (R$) in BM&FBovespa flow from kind of investor and the variation in
Brazilian ETFs shares outstanding.
Provided monthly analysis of the ETFs listed on the BM&FBovespa (Performance, volume, potential
upside and share creation and redemption).
Responsible for VBA programing to optimize daily reports (Excel + Access + Bloomberg +
Econonática).
Achievements: Hired by Santander Bank due to outstanding work performance at Management
Solutions (outsource firm that provide consulting service to Santander Bank Brazil).
Co-author of standard and ad hoc research products and market ideas directly to fund managers.
3. Resume
Banking Consultant Assistant | MANAGEMENT SOLUTIONS – BANKING CONSULTING FIRM | São
Paulo, Brazil | Dec 2010 – Sep 2011
Banking Consultant Assistant | May 2011 – Sep 2011
Provided support to several brazilian banks such as: Santander, Itaú, Bradesco.
Key contributor and focus on parameters estimation for regulatory capital according BISII.
Provided quantitative and analytical support to the credit risk manager as well structuration of
credit data base portfolio.
Estimated credit parameters (PD, EAD, LGD).
Analysed and enhanced credit risk database using statistical model (SAS).
Junior Banking Consultant Assistant | Dec 2010 – May 2011
Hands-on exposure to all aspects of the process for evaluating and selecting the systems
integration.
Provided weekly reports to senior management releasing the status of the systems shutdown and
Mainframe server. Meetings and confection of minutes.
Achievements: Participated proactively as PMO – Project Manager Office in a project of
technological integration between two large financial bank institutions.
Promoted to Consultant Assistant due to an outstanding work performance.
LANGUAGES & IT SKILLS
Languages: Native - Portuguese Fluent: English and German
IT SKILLS: Microsoft Office Package - Advanced user that uses VBA (Visual Basic for
Applications) to integrate the systems and programs Bloomberg Thomson Reuters
Economática Broadcast.
Knowledge User: SAP Eviews Matlab Matematica.
References Upon Request