Sergio Ricciardi

Head of Investment Strategy @Wiser | BTG Pactual

BR

Strategic leadership in investments, overseeing portfolios for over 200 advisors, integrating asset allocation, security selection, and risk strategy development, achieving performance above 95% of market peers.• Development of quantitative risk models, including Value-at-Risk (VaR), stress testing, and scenario analysis for derivatives, FX, commodities, bonds, swaps, and forwards, optimizing pricing and mitigating market risks.• Management of a multidisciplinary team (10 brokers), enhancing operational synergy and providing technical support to advisors in risk assessment, investment planning, and tailored strategy development.• Design and implementation of proprietary pricing and portfolio monitoring tools for complex assets, improving analytical efficiency and decision-making accuracy in allocation and hedging strategies.• Portfolio and performance management, focused on risk-adjusted returns (alpha, beta, Sharpe ratio), with ongoing macroeconomic strategy reviews and sector allocation tactics.•Management of strategic and operational risks, including compliance, FX exposure, geopolitical factors, and extreme market events, applying advanced quantitative and qualitative methodologies.

USP - Universidade de São Paulo

Bachelor's Degree in Business Administration