Experience

Standard New York, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Client Coverage Analyst

  • Mar 2023 - 10 months

  New York, United States • Develop presentations and other materials to facilitate client pitches and meetings • Conduct research on clients, their business, operations, and financial performance • Conduct ad-hoc research on specific industries, macroeconomic, and political, as well as trends in Africa or specific topics • Support the execution of transactions: financial modelling, financial analysis, valuation, review of documentation, engagement with Product Specialists and in-country teams • Interact and… Show more • Develop presentations and other materials to facilitate client pitches and meetings • Conduct research on clients, their business, operations, and financial performance • Conduct ad-hoc research on specific industries, macroeconomic, and political, as well as trends in Africa or specific topics • Support the execution of transactions: financial modelling, financial analysis, valuation, review of documentation, engagement with Product Specialists and in-country teams • Interact and liaise with clients for providing or requesting information to assist in the deal execution and/or gathering critical information • Assist in developing client strategic plans, and analyze reports on client and product profitability, and provide input to the budget planning and performance management process • Support Client Coverage Team in the credit process - credit applications, credit committee, excess management, annual credit review and compliance related issues • Compile and analyze information regarding sales activity, revenues, and business pipeline for North America • Support SNY CEO and management with strategy presentation for Executive meetings and committees • Lead the clients’ onboarding and annual KYC review process and ensure that client information is updated in all the relevant information systems. In particular, lead ongoing review of client base for potential High-Risk clients • Act at KYC Champion for the New York team. Includes flagging challenges with KYC process to RMs and management, engaging actively with SBG KYC / onboarding team in our key countries • Act as escalation point for any identified risks to Client Coverage Team • Act as Salesforce champion for the New York team: communicate Salesforce group initiatives, guide the team on Salesforce digital transformation, help steer the team through appropriate Salesforce / CRM support when needed, support RMs in implementing client updates in Salesforce Show less



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Business Manager

  • Sep 2020 - Mar 2023

  São Paulo, Brasil • Compile and analyse financial information, MIS, incoming documentation, and highlight key matters or issues requiring attention • Compile and analyse reports on client and product profitability, and provide input to the budget planning and performance management process • Prepare together with the Business Head and other relevant stakeholders, materials to support the approval of the Business strategy, limits, clients and/or products at both country risk committee and portfolio risk… Show more • Compile and analyse financial information, MIS, incoming documentation, and highlight key matters or issues requiring attention • Compile and analyse reports on client and product profitability, and provide input to the budget planning and performance management process • Prepare together with the Business Head and other relevant stakeholders, materials to support the approval of the Business strategy, limits, clients and/or products at both country risk committee and portfolio risk management committee • Conduct internal/external research on subject matters and write-up related reports/draft presentations to present or disseminate to the relevant stakeholders • Provide support to marketing initiatives, coordinating the work of external parties/PA, preparing add pieces with the marketing team and ensuring that the Client Coverage team prepares supporting materials • Compile and analyse information regarding sales activity and business pipeline, Salesforce dashboards and KYC reviews • Design and maintain a reporting dashboard, tracking business performance and ensuring stakeholder engagement • Conduct research on clients, their businesses, operations and performance, as well as on trends in their specific industries • Interact and liaise with clients with the purpose of providing or requesting information, assisting in the deal execution and/or gathering critical information for the business • Support the team in the credit process including credit applications, credit committee, excess management and compliance related issues Show less



Western Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Client Service Associate

  • Jan 2019 - Sep 2020

  São Paulo, Brasil • Supports Client Service Executives in relationship with clients and partners; • Responsible for client account transitioning – new accounts of any kind, transfers and closings; • Develops enhancements in day-to-day work and processes – restructuring and automation.

• Graphics Associate

  • Sep 2016 - Jan 2019

  São Paulo, SP, Brasil • Provides quantitative and analytical services to the Client Service and Marketing departments; • Analyzes portfolios and performances, communicate investment strategies and results to clients and investment teams; • Prepares and analyzes reports that help the Client Servicing and Marketing staff in assessing portfolio risk exposure and understanding portfolio and benchmark performances and characteristics.



Quantitas Gestão de Recursos

• Brazil
• Financial Services
• 1 - 100 Employee

• Risks, Middle Office and Compliance Officer

  • Nov 2014 - Jul 2016

  Porto Alegre, Rio Grande do Sul, Brazil • Develops and executes procedures to monitor managed investment funds operations; compiles and analyzes legislation; examines, improves and executes internal politics; • Generates and analyzes risk reports of the managed investment funds through value at risk (VaR); • Provides quantitative and analytical reports that support the investment team; • Collaborates with client relationship.



Esquadra Investimentos

• Brazil
• Financial Services
• 1 - 100 Employee

• Intern

  • Nov 2013 - Nov 2014

  Porto Alegre, Rio Grande do Sul, Brazil • Provides support with client relationship management; • Compiles and examines managed investment accounts and market indexes; • Generates performance reports.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Intern

  • Nov 2011 - Nov 2012

  Porto Alegre, Rio Grande do Sul, Brazil Sales Desk POA • Compiles and analyzes results generated through daily deals and operations; • Compiles and examines team return targets; • Provides support to traders in negotiations with clients.