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Marcos Ferreira Banhara - CRE Analyst

Location: São Paulo, Brazil

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

LinkedIn Profile | Email: banhara_marcos@hotmail.com

Phone: +55 11 91554-1111 / +55 11 98822-1211

Schedule Availability (EST): 07:00 PM to 05:00 AM

Earliest date the candidate can join the company: Immediately

Active in other processes: Yes, currently in final interview stages with another company.

Summary

Economist and Real Estate Analyst with over 4 years of experience in the Brazilian finance and real estate markets, holding analytical roles at Guide Investimentos, Kinea Investimentos, and Mogno Capital. He has managed real estate fund allocations, coordinated public offerings, and conducted valuations across various asset classes, including logistics and farming. His technical scope includes massive data processing and financial tracking using Excel (VBA), Python, Power BI, and Bloomberg to develop recommended portfolios and management reports. While his direct US market experience stems from academic studies and Bloomberg terminal data, he has successfully managed up to R$400 million in custody and supported the raising of 5 billion reais for listed funds in the Brazilian market. Actively leverages programming languages and AI tools (ChatGPT, Gemini, Claude) to automate data screening and build operational dashboards.

Meet Marcos

This video from our screening interview provides a look into Marcos's background and experience:

Candidate Snapshot

Commercial Real Estate Expertise

• Fund Analysis & Valuation: Served as Head of REITs at Guide Investimentos, responsible for analyzing Alternative Fund assets, executing fund valuations, and developing recommended portfolios for clients.  

• Large-Scale Resource Allocation: Worked on the control, development, and prospecting of real estate fund allocations at Criteria Investimentos, managing approximately R$400 million in custody.  

• Sales & Investor Relations: Supported the pre-, during-, and post-sale process of 16 listed funds at Kinea Investimentos, helping raise up to 5 billion reais and managing the area’s database and benchmark analysis.

Data & Operations

• Data Management & Reporting: Worked on funds' accounting control and the preparation of monthly management reports for all shareholders at Mogno Capital.  

• Massive Data Treatment: Built automated screeners using programming languages to rank and analyze up to 16 real estate sectors and thousands of funds to pinpoint top investment opportunities.

Real Estate Documentation Development

• Management Reports: Preparation of monthly management reports for shareholders, detailing the accounting and operational control of the funds 

• Public Offering Documentation: Experience working with documents for public offerings under CVM 400 and 476 regulations  

• Investment Portfolios: Development of recommended alternative fund asset portfolios for clients  

• Regional Market Reports: Preparation of reports on specific regions of the US market (such as Orlando and Tampa) for investors, based on data from Bloomberg terminals.  

• Financial Projections: Creation of future projections to estimate the potential returns of real estate assets and ETFs

Education

• Bachelor's Degree in Economics (Minor in Data Science) | INSPER (2023)

Tools used

• Data & Financial: Advanced Excel, Python, Power BI, R Studio, Bloomberg, Economatica. 
• CRM & Management: Salesforce. 
• Design & AI: Canva (Advanced), PowerPoint (Advanced), ChatGPT, Gemini, Claude.

Key Qualifications & Highlights

• Market Recognition: Strategic Due Diligence & Problem Solving: Demonstrated exceptional analytical diligence while at Kinea Investimentos by identifying falsified documentation for a massive farm land acquisition. His proactive research and collaboration with legal entities prevented a fraudulent transaction, successfully saving the fund an estimated 10 to 20 million reais.  

• High-Volume Market Screening: Highly adept at handling immense data sets. He leverages a Minor in Data Science and technical proficiency in Python, R Studio, and Power BI to synthesize massive amounts of real estate data into actionable dashboards and clusters.  

• Cross-Functional Asset Exposure: Possesses comprehensive knowledge across diverse asset classes in the domestic market, including Build-to-Suit logistics warehouses, farming funds, and credit funds, bridging the gap between operational asset management and strategic market valuation.  

• Business Advisor: Collaborates in the development of business ventures and startups such as Restaurante Jacó, MITs Gallery, the clothing brand Jours de Pluie, and Arthemie.

Screening Interview - Key observations

• US Market Exposure: While his CV showcases deep expertise in the Brazilian market, he clarified in the interview that his direct US CRE exposure is currently limited to academic studies of the US economy, analyzing market reports from connections in Florida, and utilizing Bloomberg terminals for data gathering.  

• Unfamiliarity with US Marketing Materials: He candidly noted that he has not worked directly with standard US CRE deal materials (OMs, BOVs), as the Brazilian market relies on different documentation structures and data providers.  

• Task Preference and Strengths: He thrives in high-volume, data-intensive environments, specifically highlighting his comfort with "massive data treatments." He enjoys building complex analytical screeners and values roles where he can combine deep strategic research with strong commercial networking.  

• Proactivity & Risk Mitigation: He demonstrated a high level of accountability and analytical scrutiny by uncovering a severe land document forgery. He proactively communicated the risk to leadership and spearheaded the research to resolve the issue before it caused financial damage.  

• Candidate Queries: He requested clarification on the day-to-day operations and team meeting structures for a 100% remote role, ensuring he understood how tasks, high-volume deliverables, and expectations are managed across distributed teams.  

• Current Interviewing Processes: The candidate explicitly confirmed he is currently in the final interview stages with another company, requiring an expedited feedback loop if he is selected to move forward.