Gabriel Gomes, CQF, CFA

As a senior trader at Solana, an investment firm specializing in equity strategies such as Long & Short, Equity Hedge, Long Biased, and Long Only, I collaborate directly with Portfolio Managers to drive performance and mitigate risk. My key responsibilities include: Risk Management: Develop and implement comprehensive risk management frameworks to ensure adherence to fund mandates. Trade Idea Generation: Innovate and propose actionable trade ideas aligned with market trends. Derivatives Strategy: Design and execute derivatives strategies for both hedging and directional bets, enhancing overall portfolio resilience. Through strategic analysis and market insight, I strive to maximize returns while maintaining strict compliance with investment guidelines.

At Norte Asset, I served as a trader within a long bias fund, primarily focusing on Brazilian equities while also handling a diverse range of assets including international equities, derivatives, fixed income products, currencies, and bonds. My role involved executing the fund's trades with precision, managing the fund's risk exposures, and rebalancing positions as needed to align with strategic objectives. I actively engaged with market makers to quote and trade derivatives, ensuring optimal execution and cost-effectiveness. Additionally, I monitored financial markets across multiple regions to identify trends and trading opportunities, contributing valuable insights into the fund's strategy. A key aspect of my role was maintaining strong relationships with banking partners, using these connections to enhance trading outcomes and gain market insights. I prided myself on navigating complex market environments with diligence and maintaining the fund's integrity through responsible trading practices.

During my tenure at Itaú BBA, I began with a focus on stock loan and borrow operations, facilitating these transactions with precision to meet the diverse needs of institutional clients. As I progressed, I transitioned to trading cash equities, executing complex orders while ensuring alignment with client strategies and market conditions. In this role, I was responsible for accurately executing client orders, thereby enabling seamless and effective trading operations. My focus was on building and maintaining strong relationships with clients, understanding their investment goals, and providing tailored solutions to enhance their trading outcomes. Through close collaboration with clients and colleagues, I developed skills in strategic negotiation and market analysis, contributing to improved client satisfaction and retention. This role honed my ability to operate efficiently in fast-paced environments and underscored the importance of client trust and communication in institutional brokerage.