I am a Vice President in Equity Research at Bank of America, where I currently cover the EMEA Consumer Discretionary sector. Throughout my career, I have developed deep expertise in fundamental analysis across the Consumer Staples, Paper & Packaging, and Capital Goods industries. I am recognized for my research, having achieved top-three rankings in the Institutional Investor surveys for my coverage of Paper & Packaging and Tobacco and top 5 ranking in Retailing General and HPC categories in the last 2 years.
Vice President, Equity Research
Bank of America Merrill Lynch
Sep 2021 – Present · 4 yrs 7 mos
EMEA Consumer Discretionary (Since June 2024) Lead: Inditex, H&M, Zalando, Next, ABF, Galderma, Beiersdorf, Puig, Interparfums, Douglas EMEA Consumer Staples Equity Research (January-September 2024) Lead: British American Tobacco, Imperial Brands, Galderma, Puig, Interparfums IPOs: Galderma EMEA Paper & Packaging Equity Research (September 2021 - January 2024) Lead: UPM, Stora Enso, SCA, Mondi, Smurfit Kappa, DS Smith, SIG Combibloc, Sappi, Billerud, Verallia II 2022: Runner-up (#5) II 2023: #3 II 2024: Paper & Packaging #3, Tobacco #3
Associate, Equity Research
Societe Generale Corporate and Investment Banking
Sep 2018 – Sep 2021 · 3 yrs
European Capital Goods team Lead analyst - KION Group, Knorr-Bremse, Nexans, Prysmian, Rexel Secondary analyst - Schneider, Legrand, Alstom, Vestas, SGRE, Nordex, Signify
Equity Research Analyst
Kepler Cheuvreux
Feb 2018 – Sep 2018 · 7 mos
Capital Goods team Primary research for 4 IPOs: Varta AG, Siemens Healthineers, Alfen, Knorr-Bremse AG
Equity Research Intern
Jun 2017 – Jan 2018 · 7 mos
Capital Goods team
Investment Analyst Intern
Feb 2016 – Aug 2016 · 6 mos
Africa Fund & LATAM Fund - Equities Main roles: - Building DCF models and forecasting results for listed companies in Telecoms, Utilities, and Capital Goods sectors - Conducting in-depth fundamental analysis of mid and large-cap companies in LatAm and Africa - Realized a long investment representing 2.5% of the Africa fund in an African Telecom company - Participating in company meetings and meeting with senior management of 30+ listed companies in LatAm and Africa - Supporting on a daily basis a Portfolio Manager on a unconstrained strategy including equities and bonds - Preparing extensive research papers concerning Environmental, Social and Governance measures in covered companies
Junior Hedge Fund Analyst
Darius Capital Partners
Jul 2015 – Dec 2015 · 5 mos
Fund of Hedge Funds Main roles: - Realizing quantitative/qualitative analysis of hedge funds covering L/S equity, event-driven, and global macro strategies - Participating in portfolio construction and due diligence reports - Managing the internal hedge fund performance database
Junior Recruitment Consultant
RCBF Executive Search
Jan 2014 – Jul 2014 · 6 mos
Finance & Consulting Main roles: - Sourced and screened resumes of interview candidates on behalf of five clients - Evaluated abilities and motivations by conducting in-person interviews for senior positions - Closed seven contracts for clients who all renewed their agreements with RCBF
Business Developer
Bplus
Jul 2013 – Aug 2013 · 1 mo
Beuchat Chronographes Main roles : - Researched new clients in the United States, Turkey and South America and led primary negotiations - Organized the firm’s presence at the Watch & Clock fair in Hong Kong
Intern
Nuclétudes
Jun 2012 – Sep 2012 · 3 mos
Business and Project Management Main roles: - Conducted analyses of fitting project management software - Organized meetings with multiple developers to brainstorm possible solutions to the company’s needs - Presented a final report which included summary of research and recommendations to senior managers
Bachelor of Business Administration (B.B.A.) at ESSEC Business School
2011 – 2015Activities and societies: ESSEC Transaction, Investment Fund
Bachelor’s Degree, Finance and Emerging Markets at Pontifícia Universidade Católica do Paraná
2014 – 2014Study-abroad program
Bachelor’s Degree, Business Administration at Koç University
2013 – 2013Study-abroad program
High School, Scientific Baccalaureate with International Option at EABJM
1996 – 2011Activities and societies: Debate Club, Pour un Sourire d'Enfant (Co-Founder)