Helder Cunha
*** ******** *** **** **********, RI 02914 Phone 401-***-**** Email:
********@*****.***
PROFESSIONAL EXPERIENCE
Investment Banking Institute Boston, MA
Trainee November - December 2009
. Participated in a one-month intensive Investment Banking
Seminar focused on (i) financial statement analysis, (ii)
valuation methodologies and (iii) financial modeling
. "Normalized" and "Spread" historical and projected financial
statements, including in depth analyses of operational and
leverage ratios
. Performed company valuations utilizing (i) comparable public
company analysis, (ii) precedent transactions analysis and
(iii) discounted cash flow (DCF) analysis
. Built a fully integrated cash flow model, including 5-year
projections, debt and interest schedules, revolver modeling
and sensitivity tables
. Modeled leveraged buy-out (LBO) and merger scenarios, with
emphasis on sources and uses, pro forma financial statements,
purchase price considerations, synergies, accretion/dilution
and ratio analyses, among other concepts
. General investment banking processes such as pitching, debt
and equity financing and sell-side M&A
Capital Management Group Fall River, MA
Forex Manager August 2007 - January 2008
. Traded clients accounts through technical analyses - managed a
million dollar account
. Implemented new strategies through technical analysis
. Provided reports for internal use: money management reports and
client risk analysis
. Monitored transactions to suit clients risk tolerance by making
sure that clients accounts are not over leveraged and have not
risked more than what they're willing to risk
Cunha Capital Group East Providence, RI
Proprietor July 2003 - Present
Cunha Capital specializes in primarily foreign currency. Our specialty is
trading and diversification that provide quality managed funds and
investment products.
. Perform risk analysis with correlation analysis on US dollar
. Generate consistent alpha and maintain preservation of capital
. Implement trading strategies with different currency pairs and interest
rates
Bishop Rosen & Co. Manhattan, NY
Technical Analyst Assistant March 2002 - February 2001
. Reviewed Chart patterns and economic indexes for stocks
meeting predetermined values
. Created search criteria to identify stocks that met corporate
guidelines and thresholds
. Analyzed companies in order to recommend investment
opportunities internally
. Wrote, back tested, optimized, and traded numerous systems
Karta Bar and Restaurant Providence, RI
General Manager September 2002 - June 2003
. Monitored food and liquor inventory reducing food costs 25%
. Created weekly schedule for bar and restaurant staff.
Conducted weekly staff meetings and trainings
Cantone Research, Inc. Staten Island, NY
Stock broker Trainee August 2001 - September 2002
. Learned fundamentals of customer development and interaction
. Acquired skills for portfolio management and investment
diversification
. Monitored day to day economic conditions and ensuing impact
on the market
Valley Forge, Inc. Manhattan, NY
Customer Investor Associate February 2001 - September 2002
. Solicited potential investors via phone
. Reviewed new clients against firms criteria
. Developed new marketing techniques for potential clients
EDUCATION
Community College of Rhode Island Warwick, RI
Business Management 1996 - 1999
Languages: Conversational in Portuguese, and Spanish Skills: Windows XP,
Microsoft Word
Interests: Sailing, Diving