José Sismeiro

Associate Relationship Manager at Syz Group
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • Inglês Native or bilingual proficiency
  • Português Native or bilingual proficiency
  • Francês Elementary proficiency

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Vitória Amaral

I worked with José at Resolute Asset Management. The company was just starting in Portugal and José was a valuable asset for the company and its growth. He was organized, driven towards success and always willing to go the extra mile for the company and his colleagues. In technical terms he clearly stood out in the office. He was reference for everyone in the company and also outside of it. I would recommend José to every employer, anytime.

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Experience

    • Switzerland
    • Financial Services
    • 100 - 200 Employee
    • Associate Relationship Manager
      • Jul 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Analyst
      • Jan 2020 - Jun 2022

    • Analyst
      • Jan 2019 - Jan 2020

      Investor support Trading account management Custodian management Vendor’s relationship management Efficiency improvement Projects

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Aug 2018 - Jan 2019

      Investment analysis Asset and Portfolio Transaction (Buy & Sell side) Investment Strategy planning Investor Relationship Management Investor Reporting Investment Partnership Development Investment analysis Asset and Portfolio Transaction (Buy & Sell side) Investment Strategy planning Investor Relationship Management Investor Reporting Investment Partnership Development

    • Portugal
    • Investment Management
    • 1 - 100 Employee
    • Financial Analyst
      • Sep 2017 - Jul 2018

      Investment analysis Asset and Portfolio Transaction (Buy & Sell side) Asset Management Investment Strategy planning Investor Reporting Fund Financial Planning KYC (Know Your Costumer) Investment analysis Asset and Portfolio Transaction (Buy & Sell side) Asset Management Investment Strategy planning Investor Reporting Fund Financial Planning KYC (Know Your Costumer)

    • Brazil
    • Industrial Machinery Manufacturing
    • 700 & Above Employee
    • Financial Assistant
      • Sep 2016 - Sep 2017

      Implementation of new ERP system National and International Reporting Financial analysis Financial Special Projects Efficiency improvement Projects Implementation of new ERP system National and International Reporting Financial analysis Financial Special Projects Efficiency improvement Projects

    • Consumer Services
    • 700 & Above Employee
    • Intership
      • Jul 2015 - Jul 2015

      Controller tests Restructure and Update tools (mainly excel and VBA) Controller tests Restructure and Update tools (mainly excel and VBA)

    • Consumer Services
    • 700 & Above Employee
    • Internship
      • Jun 2014 - Aug 2014

      Direct Debiting System Deposits Update client’s information Bimonthly Reports Direct Debiting System Deposits Update client’s information Bimonthly Reports

  • Hospital Santo André
    • Leiria e Região, Portugal
    • Summer Internship
      • Aug 2012 - Aug 2012

      Section report Semi-annual Report Update and Correct website Section report Semi-annual Report Update and Correct website

    • Administrative Assistant
      • Jul 2011 - Aug 2011

Education

  • Nuclio Digital School
    Master's degree, new researches
    2023 - 2023
  • Católica Lisbon School of Business and Economics
    Master's degree, Finance
    2014 - 2016
  • Handelshøyskolen BI
    Master's degree, Financial Economics
    2014 - 2016
  • Católica Lisbon School of Business and Economics
    Bachelor's degree, Economia
    2011 - 2014
  • Escola Secundária Afonso Lopes Vieira
    Economia
    2010 - 2011
  • Escola Secundário Domingos Sequeira
    Economia
    2008 - 2010

Community

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