REVISSON BONFIM
Norwalk
Summary
Seasoned finance professional with a robust background in financial modeling and client relationship management, notably at STONEX Financial Inc. Excelled in uncovering investment opportunities and corporate restructuring across emerging markets, enhancing portfolio performance and fostering significant client relations. Demonstrated leadership in directing high-stakes negotiations and strategic portfolio management.
Overview
26
26
years of professional experience
1
1
Certification
Work History
DIRECTOR FIXED INCOME EMERGING MARKETS STRATEGIST
STONEX FINANCIAL INC
New York
08.2019 - Current
- Perform fundamental research and analysis on both LATAM and CEEMEA credits (bonds, loans and restructured equity) by developing financial models, including Cash Flow, NPVs, Comps and Recovery analysis to generate investment recommendations (Buy/Hold/Sell)
- Hold investor calls, travel to clients offices around the world to present investment recommendations
- Provide legal, regulatory and financial analysis for corporate debt restructurings in and out of court resolutions and in multiple country jurisdictions
- Attend issuer roadshows, formulated investment proposal and credit notes applying both top-down and bottom-up analysis
- Participate in the companies' earnings calls and review quarterly reports on assigned coverage list
- Developed in-depth knowledge of workflows and trading strategies to support prospect trading needs
DIRECTOR FIXED INCOME STRATEGIST
STIFEL NICOLAUS & Co Inc
New York
12.2013 - 07.2019
- Uncover investment opportunities for proprietary flow trading and to convey ideas to investors
- Increase firm's visibility and trading flow via analyzing Latin American companies and providing timely investment recommendations
- Constantly speaking and discussing our analysis and recommendations with buy-side clients
- Provide company commentary and rapid on-request analysis, especially new issues
SR. CREDIT RELATIONSHIP MANAGER
ESPIRITO SANTO INVESTMENT BANK
New York
11.2012 - 11.2013
- Corporate Credit Relationship Manager for a bank proprietary book with $1bn AUM focused on LATAM, Special Situations, Trade Finance and Distressed Debt Accounts
- Generate investment proposals for the Investment Committee
- Steerco and Adhoc Group's member in multiple corporate debt restructurings
CREDIT TRADER/ANALYST
ING FINANCIAL SERVICES
New York
08.2010 - 05.2012
- Management of EM 'illiquids' prop book (focus on illiquid/stressed/distressed)
- Perform origination, analysis and structuring of credit opportunities in the primary middle market for proprietary holding & client distribution
- Participated in all aspects of due diligence, financial modeling, term sheets and deal documentation for primary deals
CREDIT ANALYST - GLOBAL EM
MILLER TABAK ROBERTS SECURITIES
New York
07.2008 - 07.2010
- Head EM publishing analyst w/ supervisory responsibilities over multiple junior analysts
- Generalist EM global coverage with emphasis on distressed and illiquid credits
- Distressed recovery analysis taking into consideration political implication and local legal regulations (including local bankruptcy laws)
DIRECTOR OF CORPORATE RATING (LATAM)
FITCH RATINGS
New York
06.2007 - 06.2008
- Coverage of HY corporate issuers in general sectors within Brazil, Mexico, Peru, and Colombia
- Travelled throughout Latin America to conduct meetings with issuer senior management team (CEOs, CFOs and Sponsors), and on-site company analysis of quantitative and qualitative factors in order to determine credit risk and recovery ratings
- Preparation and presentation of issuer analytical reports to credit committees
- Daily interaction with investors to answer questions on rated companies
US HIGH YIELD FIXED INCOME ANALYST/PM
WACHOVIA SECURITIES
Richmond
05.2004 - 05.2007
- Active management of the fixed income portion of an over $1 billion portfolio AUM for a range of investment objectives and risk tolerances separately managed accounts
- Participation in determining portfolio strategy with respect to duration, yield curve position, and sector allocation
- Assist in business development and new client prospecting
- Supervision and mentorship of 2 Junior Analysts
US DISTRESSED LEVERAGE LOAN RELATIONSHIP MANAGER
GE CAPITAL
Norwalk
03.1999 - 04.2004
- Management of proprietary distressed syndicated bank loan portfolio (excess of 40 credits) and origination of distressed value-oriented investment opportunities including opportunities from other bank members
- Negotiation of all aspects of a deal to closing
- Interaction with high level contacts (CEOs, CFOs, Restructuring Advisors, and other Bank Group Members)
- Industry research, analysis, valuation (DCF, recovery modeling, and forecast)
- Completed GE Credit Training Program
Education
MBA -
UNIVERSITY OF CONNECTICUT
ConnecticutBA - FINANCE & INTERNATIONAL BUSINESS
SACRED HEART UNIVERSITY
ConnecticutSkills
- Financial modeling
- Investment analysis
- Regulatory compliance
- Market research
- Corporate restructuring
- Client relationship management
- Portfolio management
Certification
- Series 7 & 63.
- Green Belt Certified (GE Six Sigma). GE Capital Credit Training Program.
- CFP (enrolled in a license program provided by Bryant University).
Languages
- Portuguese, Brazilian Native
- Spanish, Proficient
Timeline
DIRECTOR FIXED INCOME EMERGING MARKETS STRATEGIST
STONEX FINANCIAL INC
08.2019 - Current
DIRECTOR FIXED INCOME STRATEGIST
STIFEL NICOLAUS & Co Inc
12.2013 - 07.2019
SR. CREDIT RELATIONSHIP MANAGER
ESPIRITO SANTO INVESTMENT BANK
11.2012 - 11.2013
CREDIT TRADER/ANALYST
ING FINANCIAL SERVICES
08.2010 - 05.2012
CREDIT ANALYST - GLOBAL EM
MILLER TABAK ROBERTS SECURITIES
07.2008 - 07.2010
DIRECTOR OF CORPORATE RATING (LATAM)
FITCH RATINGS
06.2007 - 06.2008
US HIGH YIELD FIXED INCOME ANALYST/PM
WACHOVIA SECURITIES
05.2004 - 05.2007
US DISTRESSED LEVERAGE LOAN RELATIONSHIP MANAGER
GE CAPITAL
03.1999 - 04.2004
MBA -
UNIVERSITY OF CONNECTICUT
BA - FINANCE & INTERNATIONAL BUSINESS
SACRED HEART UNIVERSITY
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