MAIN ROLES

  • Investment Banking
  • Venture Capital
  • Portfolio Management
  • FP&A
  • Investor Relations
  • Business Development
  • Project Management
  • Product Management

HARD SKILLS

  • Business Valuation
  • Portfolio Allocation
  • Financial Modeling
  • FP&A
  • Design Thinking
  • Product Management
  • Project Management

SOFT SKILLS

  • Data, Quantitative, Analytical, Critical thinking and Problem-solving
  • Lean Thinking
  • Research and Self-Learning
  • Leadership, Teamwork and Interpersonal
  • Negotiation
  • Hands-on

LANGUAGES

  • Portuguese (Brazil) - Native
  • English - Advanced
  • Spanish - Beginner

WORK PERMIT

  • Brazil - Brl Citizenship
  • Portugal - CPLP
  • Spain - NIE / Arraigo Familiar
  • EU - Spanish Citizenship (Ongoing)

CONTACT

   linkedin.com/in/diegonmarcos

   github.com/diegonmarcos

  diegonmarcos@gmail.com

  +34 634 76 98 33

  July/1987 (36 years)

  Catalunya / Spain

DIEGO NEPOMUCENO MARCOS

SUMMARY (SHORT BIO)

        In Capital Market have 8 years of experience working in (i) Investment Banking, (ii) Private Equity (Real Estate), (iii) Portfolio Manager (Wealth Management and Credit), and (iv) Venture Capital (Fintech/ESG).

        In Real Estate Business Development has 3 years of experience working in the Construction Field, Business Development, FP&A, and Investor Relations in a real estate development company.

        In Socioeconomic Development has 2 years of experience working in an NGO. Worked on projects related to Social Development and the On-Site Construction of Emergency Houses for people in extreme poverty.

        Graduated as a Civil Engineer with a 5-year study Bachelor’s, where could develop Soft Skills in: Data, Quantitative, Analytical, Critical Thinking, and Problem-Solving.

        Over time in Venture Capital and Real Estate Business was possible to develop Hard Skills in Design Thinking, Product and Project Management, Financial Planning and Analysis, while as an IB, Portfolio Manager, and PE could improve Business Valuation, Portfolio Allocation, and Financial Modeling skills. The time working in an NGO was important to develop its Lean Thinking, a framework that aims to provide a new way to think about how to organize human activities to deliver more benefits to society and value to individuals while eliminating waste.

PROFESSIONAL EXPERIENCE (ROLES / COMPANIES / TIMELINE)

Private Placement and Business Financial Advisor (Sr/Partner)

PHI Capital / Engage Capital – São Paulo/Brazil

Structuring deals and distribution with investors focused on the middle market - ECM R$ 60Mi / DCM R$ 120Mi.

Dec/2021 ~ Dec/2023

2 years and 1 month

Personal Goal Pursuit

Career Break

Dec/2020 ~ Dec/2021

1 year

Real Estate Private Equity (Sr/Partner)

R Capital Asset Management (RTSC GROUP) – São Paulo/Brazil

Wealth Management, Private Equity and Real Estate funds focused on credit and equity – AuM USD 60Mi.

Jan/2020 ~ Dec/2020

1 year

Portfolio Manager Real Estate and Credit Analyst (Sr/Partner)

Hectare Capital Asset Management  (RTSC GROUP) – São Paulo/Brazil

Management of Real Estate Funds focused on Equity, Credit (FIDC/555) and Equity Funds (FIP) - AuM USD 60Mi

Jun/2018 ~ Jan/2020

1 year and 5 months

Corporate Venture Capital Analyst and Wealth Management (Sr/Partner)

RTSC Participações Group (RTSC GROUP) – São Paulo/Brazil

Structuring of companies for the holding company. Asset Management, Mortgage Bank, Credit Servicer, and DTVM companies. Wealth Management with focus on FIDC, FII e FIM – AuM USD 200Mi

Dec/2015 ~ Jun/2018

2 years and 6 months

Financial, Social, and Engineering in Social and Economic Development (Sr)

TECHO NGO  – São Paulo/Brazil

Development of projects to meet the infrastructure needs of communities and improvements in the design of the model house; Construction of 8 houses for emergency housing acting directly on the work of each house; Logistics management for the construction of 10 houses. Social research and social work implementation. Finance Reports.

Apr/2014 ~ Apr/2016

2 years

Venture Capital Analyst (Jr)

KPTL Investments – São Paulo/Brazil

Management of Venture Capital funds (FIP and FMIEE) - Acquisition, Management, and Disinvestment - M&A and Management; Companies focused on ESG - AuM USD 40Mi.

Dec/2013 ~ May/2015

1 year and 6 months

Investor Relations and Treasury Analyst (Jr)

Tecnisa S.A – São Paulo/Brazil

Support for Buy/sell-sides analysts and Investors, as well as Corporate Debt Management, focused on Treasury Analysis for a Real Estate Company.

May/2012 ~ Feb/2013

10 months

Real Estate Business Development Analyst (Jr)

Tecnisa S.A – São Paulo/Brazil

Management of Real Estate Development Processes, Financial Modeling, and monitoring of project construction.

Jan/2011 ~ May/2012

1 year and 3 months

Real Estate Construction Field Analyst (Jr)

Plan & Plan - Cyrela Group – São Paulo/Brazil

Financial management and execution of the construction of two-tower real estate development.

Jan/2009 ~ Jul/2010

1 year and 7 months

EDUCATION

Specialization in Software Engineering

L’École 42 (42 School)

C/C++ programming, classic algorithm software, UNIX processes, network architecture, system administration, object-oriented programming, and client-server projects.

Piscine - Mar/2024 ~ Apr/2024 / Common Core - Jun/2024 ~ Jun/2024 / Specialization - Jun/2024 ~ Nov/2024

Specialization in Product Management

Stanford School of Engineering

Define product requirements and develop a positioning strategy, Discover who your customers are and what they need, Produce a product requirements document (PRD / spec) and product roadmap, Manage a product lifecycle, and Run an operational sprint.

June/2024 ~Actual

1 year and 6 months

720h coding

Sept/2023 ~Nov/2023

10 weeks

60 hours / 9 CEU

Specialization in Investment Banking, Private Equity and Asset Management

Anbima

Macroeconomics, Market Research and Analysis, Financial and Business Analysis, Financial Modeling / Project Finance, Due Diligence, ECM / DCM structuring deals, Asset Pricing, Risk Management, and Portfolio Allocation.

Jan/2016 ~Dez/2016

1 year

Bachelor's Degree in Structural Civil Engineering – BEng

Mackenzie Presbyterian University – São Paulo/Brazil

Jan/2008 ~ Dec/2015

5 years (4,500 hours)

440 ECTS/240 USCred

High School

Colégio Bandeirantes – São Paulo/Brazil

Jan/2002 ~ Dec/2005

4 years


        

TRACK RECORD ROLES / KEY ACHIEVEMENTS / PORTFOLIO

  1. CAPITAL MARKETS
  1. Investment Banking / Advisory (ECM/DCM)
  1. Structuring (Modeling and DD) of R$ 500Mi in MBS;
  2. Structuring Mezzanine debt of R$ 100Mi;
  3. Structuring BTS and Sales & Leaseback;
  4. Structuring and Private Placement of 5 companies in the Retail and Technology sector R$ 50Mi.
  1. Portfolio Manager / Private Equity / WM / Credit / Risk / Compliance
  1. Constitution and Management
  1. 10 exclusive funds (FIC/FIM/FIDC/FIP) with total AuM of R$500Mi - Offers 476;
  2. 2 MBS Funds with R$ 500Mi AuM - Offers 476/400;
  3. 3 Funds Private Credit with AuM of R$ 350Mi.
  1. Acquisitions
  1. MBS – R$ 350Mi;
  2. Land for Real Estate Development - Sales R$ 200Mi;
  3. LF/DEB – R$ 200Mi.
  1. Structuring of the front, middle, compliance, and risk elaborating processes and analysis criteria of an asset management company.
  2. Management and Risk/Compliance Committees.
  1. Venture Capital / Corporate Venture Capital
  1. Structuring companies: Asset, Mortgage Bank, and Credit Servicer.
  2. Acquisition of 4 Startups focused on ESG - AuM 200Mi.

  1. REAL ESTATE CORPORATE
  1. Business Development / FP&A / Investor Relations / Project and Product Management
  1. Follow-on and MBS/Private Debit – R$ 350Mi;
  2. Launch of real estate developments – Sales R$ 750Mi;
  3. Land for real estate business development – Sales R$ 500Mi;
  4. Financial modeling, product & project management, and construction follow-ups.

  1. CIVIL ENGINEERING
  1. Construction Field
  1. Design, Plan, Management, and Development of 2 tower building
  2. Construction of 8 houses for emergency housing acting directly on the building field of each house;
  1. NGO
  1. NGO - Financial / Social / Engineering
  1. Development of projects to meet the infrastructure needs of the communities and improvements in the design of the model house;
  2. Construction of 8 houses for emergency housing acting directly on the building field of each house;
  3. Logistics management for a construction event of 10 houses.

ADDITIONAL INFORMATION

Second Lieutenant - Brazilian Army

Reserve Officers Preparatory Course – CPOR/SP / Army Reserve Officers' Training Corps - ROTC 

Theoretical and practical instructions for the graduation of an Army Officer (Leadership & Command, Military Strategy & Tactics, Physical & Mental Resilience, Ethics & Law, Logistics & Operations).  Specialization in Corps Ordnance (Maintenance, Logistics, Supply and Transportation).

Jan.2006 ~ Dec.2006 

1 year

International Experience - Digital Nomad

International Experience 

Lived and worked remotely in 30+ countries across 6 continents, cultivating a global perspective and deep cultural awareness.

EU - North (6 months) / EU - South (1 year) / North Africa (3 months)

Southeast Asia (6 months) / Middle East (3 months)

USA (1 month) / Latin America (6 months)

Dec.2020 ~ Actual 

3 years

                

PERSONAL SKILLS ROLES / HARD SKILLS / SOFT SKILLS

Roles

Capital Markets

  • Financial and Business Advisory
  • Investment Banking
  • Private Equity / Venture Capital
  • Portfolio / Wealth Management
  • Risk, Credit, and Compliance

Corporate Finance

  • Financial Planning and Analysis (FP&A)
  • Corporate Venture Capital / M&A
  • Investor Relations

Business Development

  • Chief of Staff / General Management
  • Business Development
  • Product Management (*)

Sales

  • Sales & Account Executive

Project Management

  • Project Management
  • Business Operations

Civil Engineering

  • Site Management (*)

Industry

Industries

  • Financial
  • Real Estate/Hospitality
  • Infrastructure
  • Retail
  • Tech

Hard Skills

Capital Markets

  • Market Research and Analysis
  • Financial and Business Analysis
  • Financial Modeling / Project Finance
  • Due Diligence
  • ECM / DCM structuring deals
  • Asset Pricing
  • Risk Management
  • Portfolio Allocation

Corporate Finance

  • Accounting (*)
  • Corporate Finance
  • Financial Planning and Analysis (FP&A)

Business Development

  • Design Thinking (*)
  • Product Management (*)

Sales

  • Digital Marketing (*)
  • Google Analytics (*)
  • Sales B2B

Project Management

  • Project Management
  • Kanban
  • Agile Management Methodologies (*)

Civil Engineering

  • Design, Plan, Management, and Development of infrastructure projects
  • Financial Modeling Projects

Hard Skills - Technology

Productivity

  • MS Excel /MS Word / Gsuite
  • Microsoft BI / Tableau (*)
  • Bloomberg Terminal (*)

Project Management

  • ClickUp / Asana / Monday / Airtable
  • Confluence / Notion / OneNote
  • MS Project / Jira (*)

Coding

  • Microsoft VBA / Macro
  • HTML / Pascal / C++ (*)
  • Python and SQL (*)

Design

  • MS PowerPoint / Prezi / Canva
  • MS Visio / Miro

Others

  • HubSpot / Salesforce (*)
  • AutoCad / Revit (*)

Languages

  • Portuguese (Brazil) - Native
  • English - Advanced - COGEAE-PUC/SP
  • Spanish - Beginner – BAND/SP

Soft Skills

  • Data, Quantitative and Analytical
  • Critical thinking and problem-solving
  • Leadership and Teamwork
  • Interpersonal and Communication
  • Negotiation
  • Lean thinking
  • Hands-on

Appendix