Manager Analyst

Fernando Lemonje Westrupp

716-***-**** ********@*******.*** www.linkedin.com/in/fernando-lemonje-westrupp-73a5647 EDUCATION

UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK GPA 3.84/4.0 Master of Science in Finance, Risk Management Track (STEM) Feb 2021 FEDERAL UNIVERSITY OF SANTA CATARINA - UFSC Florianopolis - Brazil Master of Science in Mechanical Engineering Dec 2008 Bachelor of Science Materials Engineering Sep 2005 EXPERIENCE

Terese Kelly Investment Group Buffalo, New York

Portfolio Manager Jan 2020 - Present

• Real money investment fund managed by selected students; fund contains $560,000 of assets.

• Manage health care portfolio, building Excel dashboard that utilizes live charts and tables to track fund’s components relative to sector indices.

• Research and analyze new companies within industry to invest in, and provide buy, sell, or hold recommendations. Sterling Investment Counsel. Buffalo, New York

Equity Research Intern Jun 2020 – Aug 2020

• Prepared companies tear sheets consolidating analyst target prices from investment banks and Bloomberg consensus estimates for MD and HCAT.

• Developed comparisons and DCF models for both companies, recommending the buy for HCAT and hold for MD.

• Conduct industry and sector analysis, recording key ratios for all major competitors, not just default competitor lists. HSBC Brazil Sao Paulo, Brazil

Independent Model Review Manager Dec 2015 - Jul 2016

• Reviewed the validation of all wholesale and retail credit models developed or used locally (Brazil).

• Conducted economic capital model reviews for ICAAP Project. HSBC Brazil Sao Paulo, Brazil

Independent Model Review Specialist II Jan 2014 - Nov 2015

• Evaluated wholesale and retail credit risk models according to regulators standards, in addition to business as usual models, and DCF models.

• Created a new framework for the validation of the credit risk model monitoring. Itaú Unibanco Sao Paulo, Brazil

Sr Credit Risk Analyst Oct 2012 - Jul 2013

• Analyzed updates or changes in credit policy for corporates, and provided them with final recommendations.

• Generated monthly basis risk control reports for mid-size and large corporates, to anticipate future customer default problems.

• Pursued more in-depth studies on financial health companies that had “red flag” in the risk control report.

• Managed the submission of credit risk control reports for Brazilian Central Bank and IIF. Itaú Unibanco Sao Paulo, Brazil

Sr Credit Analyst Sep 2011 - Sep 2012

• Prepared weekly finance portfolios report (banks, financial institutions, sovereign) for credit allocation/limit decisions.

• Developed guarantees control report for small financial institutions borrowing from the bank to lend to their clients.

• Performed internal model, collecting information from Bloomberg to generate score related to credit risk of large companies. Itaú Unibanco Sao Paulo, Brazil

Credit Risk Analyst Oct 2007 - Aug 2011

• Built LGD and PD models to be used as risk parameters according to Basel II.

• Developed risk rating models for small business (credit score).

• Created variables for a behavior score project (using big data).

• Organized documentation and data base for implementation of Basel II. SKILLS

Computers: Excel, SAS, SQL and R

Language: Fluent in Portuguese and Spanish

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