Ivana Andjelic
Deputy Chief Executive Officer at Finveo MN- Claim this Profile
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English Professional working proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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Brokerage License
Capital Market Authority of MontenegroJul, 2021- Nov, 2024 -
Auxiliary Accounting Tasks
Institute of Certified Accountants of MontenegroNov, 2012- Nov, 2024
Experience
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Finveo MN
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Montenegro
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Financial Services
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1 - 100 Employee
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Deputy Chief Executive Officer
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Apr 2022 - Present
As a Deputy Chief Executive Officer my role within the Company implies involvement in creating and implementation of the strategic and annual plans supporting the general objectives for the Company's development; budgeting; decision making on the allocation of the resources; initiative in changing the policies with aim of optimization and raising the quality and efficiency of services and systems; preparation of the reports for the CEO and BOD, identifying the risks, problems, opportunities and shortcomings in services; advisory and guidance on issues related to business development, investment strategy, asset and funds management, investment risks and performance measures as well as other crucial parameters; improving and developing digitalization within the company; providing support to managers and team leaders to achieve better coordination of their work and greater efficiency of their work performance; representing the Company's interests in accordance with authorizations. Show less
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Business Operations Manager
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Dec 2020 - May 2022
As a Business Operations Manager I was in charge of direct management and supervisory of all day-to day operational activities within the team of seven employees; establishing and constant upgrade and improvement of the systems and the procedures for all operational activities with aim of greater efficiency; monitoring of the daily workflow; risk reduction and control functions; defining metrics for performance measurement; funds management; establishing and maintaining relations with counterparties and regulatory bodies. Show less
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CKB bank
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Montenegro
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Banking
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100 - 200 Employee
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Senior Officer in Custody Back Office and Depositary Operations Unit
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Apr 2016 - Dec 2020
As a Senior Officer in Custody Back Office and Depository Operations Unit I was in charge of registration process for institutional clients and managing their custody accounts; transfer of domestic and foreign securities to/from client's accounts with CSD or other custody banks; transfer of securities that include ownership change based on Court decisions, valid Agreements or mandatory corporate activities; entry and withdrawal of pledge over securities; reception, entry and execution of institutional client's orders for trading; entry and settlement of executed transactions; import of prices for securities from domestic and foreign stock exchange markets; monitoring of corporate activities related to client's securities as well as informing clients about them and performing all necessary activities that arise from them in accordance with client's instructions and applicable Law; calculation and charge of safekeeping invoices as well as other receivables arising from other custody services provided to clients; depository activities related to depository bank for Investment funds, such as Net Asset Value calculation on daily base, managing fund's trading orders, settlement of executed transactions, payments to owners of investment units who are entering or coming out to/from Investment fund and other payments and orders instructed by Investment fund; preparation of reports about various custody activities based on client's demands (client's portfolio, executed transactions, received dividend summaries and calculations, interest coupon rate cash flows for bonds, securities prices, etc.); preparation of internal and external reports related to custody and depository activities for the Bank as well for institutional regulators such as Capital Market Authority; executing all activities related to balance changes arising from client's ownership over securities; relations with authorized participants on capital market, brokers, CSD, CMA. Show less
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RM Officer at Treasury and ALM Department
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Dec 2014 - Apr 2016
As a Relationship Officer within Treasury and ALM Department I was in charge of communication with corporate clients; analysis of their business and preparation of offers for term deposits placements as well as preparation and administration of contracts on term deposits placements (classic deposits and collateral) including blocking/unblocking of deposits due to collateral; preparation of internal reports related to interest rate ratio and assets liquidity monitoring; calculation and monitoring of Liquidity Ratio and Required Reserve with CBM; preparation of other internal reports regarding funds, expected daily cash inflows and outflows, term and sight deposits. Show less
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Finance Plus Ltd
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Montenegro
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Accounting
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1 - 100 Employee
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Accaunting Auxillary Operater
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Jan 2014 - Oct 2014
This role was performed as a part of the professional training program supported by the Government of Montenegro for a period of nine months. My main duties and responsibilities within this post were related to booking of domestic and foreign certificates, invoices, retail and wholesale calculations, bank statements and cash flow; control of analytical cards and harmonization of analytical balances with suppliers; preparation of travel orders, payroll, depreciation and amortization, general ledger adjustments in the preparation of reports to clients as well as other accounting tasks. Show less
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Education
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2009 - 2013
University of Montenegro
Bachelor (BSc 240 ECTS), Economics
Community
