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Work Background
GNB Sudameris BankTreasurer
Apr. 2019Panama City, PanamaSearch and identify investment opportunities for the bank’s account.
Trade securities on behalf of the bank.
Process foreign exchange currency transactions.
Produce treasury and liquidity reports and present them to top management.
Transfer funds between correspondent banks.
Participate and give inputs on the investment committee.
Record corporate actions linked to the bank’s investments.
GNB Sudameris BankAccount Manager
Apr. 2017 - Apr. 2019Panama City, PanamaSearch and identify investment opportunities matching clients’ investment profile.
Trade securities on behalf of 20+ clients.
Respond to clients’ question about their portfolios and investments.
Inform clients of corporate actions and explain implications of potential choices.
Produce clients’ compliance files and present them to the compliance committee.
Give inputs and feedbacks on the investment committee.
Discuss clients’ loans details with the Credit Risk Officer.
K&B Financial GroupPortfolio Analyst
May. 2014 - Nov. 2016Panama City, PanamaClient account management.
Analyze and monitor client’s portfolios.
Make investment research & analysis.
Make investment recommendations.
Maintain relationship with existing clients.
Supervise operation team.
BRT SAOperation Analyst
Sep. 2010 - Oct. 2013Geneva, SwitzerlandManage 100+ accounts on a daily basis using APX (Advent Portfolio Exchange).
Reconcile the accounts with the depositary banks on a monthly basis.
Produce consolidated performance reports for private clients.
Traders’ and portfolio managers’ support.
Generate new accounts and securities in APX.
Train new employees.
Document processes and publish procedures on internal server.
Participate in the reconciliation tools improvement through exhaustive feedback.
EMSI, Inc.Salesman
Sep. 2009 - Dec. 2009Philadelphia, PA, USAGenerate quotes on behalf of American manufacturers to various international customers including :
- Original Equipment Manufacturers
- Contractors
- Distributors
Customers support: claims and technical questions.
MotorolaMarketing Assistant
Aug. 2006 - Dec. 2006Holtsville, NY, USAGenerated product positioning maps for the Enterprise Digital Assistant Product Manager.
Assisted a mobile computer beta test logistic management.
Managed a worldwide preproduction pool of 200 mobile computers units for marketing purposes.
Negotiated free access to a GPS application for our Beta Test with Telenav Director of Business Development.
CERNLogistics Assistant
May. 2006 - Jul. 2006Meyrin, SwitzerlandExported scientific material to organizations, universities and private companies.
Created legal papers for the import of goods.
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