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Ricardo Prado Fernandes - Senior CRE Analyst

Location: São Paulo, Brazil

Compensation range discussed: $1,500 - $2,000

LinkedIn Profile | Email: ricpfernandes1@gmail.com | Phone: +55 11 99967-8088

Schedule Availability (EST): 12:00 PM – 10:00 PM

Quick Recruiter Note: Available to start between the first and second week of August due to the completion of his current internship program.

Summary

M&A Analyst and Real Estate graduate with a Bachelor of Science in Real Estate, with corporate experience in investment analysis, debt transactions, and real estate marketing materials gained through roles at Seneca Evercore, Genial Investimentos, and Acelen (current internship). Having relocated to New York to study at New York University, possesses familiarity with US market dynamics and global corporate standards. Focuses on financial data consolidation, fund due diligence, and debt issuance. Highly proficient in using PowerPoint to create institutional presentation documents, including corporate-level Offering Memorandums (OMs) focusing on company debt and M&A, teasers, and property overviews that detail financial performance, market analysis, and tenant information. Leverages technical tools including Bloomberg, Capital IQ, Claude, and Excel to perform in-depth data analyses, evaluate private credit opportunities, and monitor asset performance.

Meet Ricardo

This video from our screening interview provides a look into Ricardo’s background and experience:

Candidate Snapshot

US Commercial Real Estate Experience

• US Academic Background: Holds a Bachelor of Science in Real Estate from New York University, providing formal training in US asset valuation, market analysis, and portfolio management.

• Global Corporate Standards: Gained direct exposure to global investment and US corporate reporting standards while working at Seneca Evercore, a premier global investment banking firm headquartered in New York.

Real Estate Documentation Development

• Corporate Deal Materials: Drafts investor presentations and prepares marketing materials to support active M&A and Project Finance mandates in the energy sector.

• Comprehensive Marketing Packages: Skilled at assembling corporate materials that detail market analysis, tenant information, financial performance, investment highlights, and value-creation opportunities to prospective investors.

• Debt Issuance Documentation: Created targeted marketing instruments to finance a residential real estate complex, structuring the presentation of the company's financials, project scope, and debt rates for institutional investors.

Commercial Real Estate Expertise

• Commercial Asset Exposure: Evaluated commercial real estate dynamics, specifically analyzing market trends and operational requirements for offices and logistics (warehouses).

• Fund Due Diligence: Conducted detailed financial and operational due diligence on real estate and agriculture funds, assessing companies' debt profiles, operations, and product scalability to determine fund fit.

• Investment Banking & M&A Support: Currently active in the investment team at Acelen, preparing institutional marketing materials coordinating internal data for due diligence and supporting a live M&A deal.

Education

• Bachelor of Science in Real Estate | New York University (NYU) (2025-In-person)

• International Baccalaureate (IB) Diploma | Graded - The American School of São Paulo (2021)

• Professional Development Summer Program | Yale University (2019)

Extracurricular Activities

• Stern Investment Analysis Group (Member): Identified investment opportunities by monitoring macroeconomic indicators, assessing business sectors, and presenting research reports to senior members.

• NYU Latin American Business Association (Member): Organized events, participated in discussions on recent business headlines, and engaged in networking sessions focused on Latin American business development.

• Schack Real Estate Club (Member): Participated in site visits to Manhattan real estate developments and collaborated on research projects focused on business dynamics and recent market trends.

Tools & Technologies

• Financial Analytics & Market Data: Bloomberg, Capital IQ, Refinitiv Eikon

• Database & Transaction Management: SQL, Ideals Virtual Data Room

• Design & Presentation: Microsoft PowerPoint, Microsoft Office Suite

• AI Workflow Automation: Claude (Opus), ChatGPT,Gemini, and secure enterprise AI proprietary systems.

Key Qualifications & Highlights

• Academic Foundation in US Valuation Completed a Bachelor of Science in Real Estate at New York University, focusing on corporate finance, asset valuation, and portfolio management. Conducted extensive research projects and case studies based on real-time US market data and trends while residing in Manhattan, establishing a theoretical framework for US commercial real estate dynamics.

• Financial Acumen Meets Marketing Execution: Demonstrates a critical balance between robust financial analysis and high-end marketing presentation. Experience at Evercore required evaluating the technical debt structures of real estate developments and directly translating those complex financial metrics into digestible, high-quality offering materials and teasers for institutional investors.

• Proactive Problem-Solving & Deal Sourcing: Showcases a highly proactive, startup-aligned mindset. During an asset management internship at Genial Investimentos, independently identified and tracked an early-stage company with strong market potential. Pitched the organization to the investment team, successfully initiating a dedicated research project to evaluate its integration into the firm's fund.

• Corporate Debt Structuring & Due Diligence: Supported the structuring of debt transactions for real estate and infrastructure projects at Seneca Evercore. Separately, during his time at Genial Investimentos, he evaluated private credit opportunities across multiple sectors, conducted due diligence on financial statements, and prepared performance reports to support strategic investment decisions.

• Proactive AI Integration in Financial Workflows: Actively leverages Large Language Models, including Claude Opus, to consolidate research data, draft preliminary models, and narrow down specific details from large information lists. Applies strict data verification to AI outputs to maintain confidentiality and ensure data precision.

Screening Interview - Key observations

• Industry Insight & Asset Tracking: While previously noted that he evaluates offices and logistics, he specifically highlighted his active tracking of alternative commercial assets, noting the significant growth of data centers and storage for e-commerce in both the US and Brazil. He also clarified that his hands-on experience creating Offering Memorandums (OMs) has been primarily "company-based instead of real asset-based" (corporate debt marketing rather than single-property sales).

• Motivation & Task Preference: He thrives at the intersection of financial analysis and marketing presentation, emphasizing that creating effective materials requires a deep understanding of the financial side to accurately present data to institutional investors.

• AI Integration: Actively incorporates Claude Opus and secure internal AI systems into his workflow to consolidate research data, generate draft models, and streamline administrative tasks.

• Proactivity & Initiative: Demonstrated a proactive approach to deal sourcing by independently identifying a newly launched startup, analyzing its market fit, and pitching the opportunity to his investment team. This initiative successfully prompted the fund to open a dedicated internal research project to evaluate the prospect.

• Areas for Improvement & Skill Development: Acknowledges that his practical professional experience is within the Brazilian market, relying on university research for his US market knowledge. Additionally, he views AI prompt engineering as an area for continuous development, actively experimenting to extract exact results.

• Scheduling Constraints: Currently under contract until August 2026. Available to start the first or second week of August 2026, with transitional availability earlier if there is extreme urgency.

• Candidate Queries: Requested confirmation regarding the specific US region of the client's operations and the geographic distribution of the remote team.