Carolina Ferreira
Angestellt, Financial Analyst, Refraninvest
Sao Paulo, Brasilien
Werdegang
Berufserfahrung von Carolina Ferreira
Bis heute 9 Jahre und 6 Monate, seit Dez. 2014
Financial Analyst
Refraninvest
- Interface with the customer visits, dissemination of monthly results and asset allocation. - Managed a Portfolio client, contact to Onshore and Offshore banks. - Responsible for the economic analysis and a specific report ‘taylor made’.
7 Monate, Mai 2014 - Nov. 2014
Controller
Global Portfolio Strategists
- Management of customer portfolio and supporting with monthly presentation and reports (On and Offshore). - Asset allocation, monitoring assets of the portfolio (on and offshore), analysis of the portfolio composition for new assets, according to of the scenarios to "calls" of investment strategy. - Offshore portfolio management (On and Offshore), with support and analysis. - Support on Succession Plan structures, Corporate events and Offshore companies for investments.
2 Jahre und 9 Monate, Sep. 2011 - Mai 2014
Relationship Manager
Banco Pan
- Managing of the client Portfolio within 300 customers such as individual and corporate clients (Portfolio Total Amount: USD30 MM). - Daily relationship with clients interested in Investments (Fixed Income Products) followed by insights and solutions for their financial goals and demands. - Financial Institutions support in the negotiation of derivatives and warranties. - Prospecting and meeting with the clients followed by CFO and the Investor Relations Director
Ausbildung von Carolina Ferreira
6 Jahre und 10 Monate, März 2005 - Dez. 2011
Economics
Pontifícia Universidade Católica de São Paulo
Sprachen
Englisch
Fließend
Portugiesisch
Muttersprache
Spanisch
Gut
Französisch
Grundlagen
Deutsch
Grundlagen