Ricardo Melo, CFA
Winnipeg,MB
Summary
Experienced Portfolio Manager bringing 10+ years of experience in managing investment portfolios, presenting investment ideas and developing and maintaining relationships with financial advisors and high net worth clients
Overview
9
9
years of professional experience
1
1
Certification
Work History
Portfolio Manager & Head of Antares Total Return
BCV Asset Management
09.2024 - Current
- Responsible for managing over $900mm in assets under management
- Lead a team of 2 portfolio managers and two traders
- Develop and maintain relationships with financial advisors and high net worth clients across Canada
- Conduct fundamental analysis on potential investments for the Total Return mandate
- Communicated market developments, portfolio changes and annual performance information to clients.
- Mentor junior analysts and portfolio managers
Portfolio Manager
BCV Asset Management/Antares Investment Mgmt
09.2017 - 09.2024
- Co-lead the Antares Total Return Strategy
- Managed one trader and was responsible for trading operations for the team
- Conducted fundamental analysis on potential investment opportunities for the Antares Total Return Mandate
- Mentored
- Member of the firm's culture committee
- Mentored junior analysts and portfolio managers
Associate Portfolio Manager
Antares Investment Management
07.2016 - 07.2017
- Assisted Portfolio Manager in selecting securities for the portfolio
- Functioned as the primary trader
- Developed trading systems and procedures to ensure efficiency and accuracy
- Reduced number of trading errors to save the firm money
- Conducted fundamental analysis on global companies
- Responsible for developing marketing materials for the company's two mandates
Education
CFA Institute
02.2014
Bachelor of Commerce - International Business And Marketing
University of Manitoba
Winnipeg10-2007
Skills
- Analyzing investment opportunities
- Proficiency with Microsoft office products, Bloomberg, Capital IQ and Factset
- Strong financial modelling skills
- Strong communication skills, writing and verbal
- Comfortable giving presentations to large crowds
- Strong relationship management skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Chartered Financial Analyst
Timeline
Portfolio Manager & Head of Antares Total Return
BCV Asset Management
09.2024 - Current
Portfolio Manager
BCV Asset Management/Antares Investment Mgmt
09.2017 - 09.2024
Associate Portfolio Manager
Antares Investment Management
07.2016 - 07.2017
CFA Institute
Bachelor of Commerce - International Business And Marketing
University of Manitoba
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