Carolina Ferreira
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Carolina Ferreira
- Current 11 years and 6 months, since Dec 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 months, May 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 years and 9 months, Sep 2011 - May 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 years and 10 months, Mar 2005 - Dec 2011
Economics
Pontifícia Universidade Católica de São Paulo
Sprachen
English
C1 (Fließend)
Portuguese
C2 (Verhandlungssicher / Muttersprachlich)
Spanish
B1-B2 (Gute Kenntnisse)
French
A1-A2 (Grundkenntnisse)
German
A1-A2 (Grundkenntnisse)
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