Carolina Ferreira

Angestellt, Financial Analyst, Refraninvest

Sao Paulo, Brasilien

Fähigkeiten und Kenntnisse

Asset Management
Business analysis
Business Contacts
Commercial Management
Fund Management
Portfolio Management
Fixed Income
Customer Relationship Management
Investment banking
Investment management
Asset Allocation
Financial Advice

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

Interessen

Banking
Investment banking
Management
Portfolio Management

21 Mio. XING Mitglieder, von A bis Z