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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.
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.
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

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CV_ A.Zurcher_eng

  • 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