Samrawit Pagliarulo
Portfolio Analyst at DAPM SA- Claim this Profile
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French Native or bilingual proficiency
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English Full professional proficiency
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Spanish Elementary proficiency
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German Elementary proficiency
Topline Score
Bio
Experience
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DAPM SA
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Switzerland
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Financial Services
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1 - 100 Employee
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Portfolio Analyst
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Jan 2021 - Present
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Piguet Galland & Cie SA
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Switzerland
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Banking
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100 - 200 Employee
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Internship Independent Wealth Managers
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Mar 2019 - Aug 2019
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L'Oréal
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France
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Personal Care Product Manufacturing
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700 & Above Employee
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Controlling intern
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Jan 2018 - Aug 2018
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The Forum Finance Group SA | Geneva | Switzerland
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Switzerland
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Financial Services
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1 - 100 Employee
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Portfolio Manager Assistant
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Jan 2013 - Aug 2015
• Clients support and banking relations (opening/closing accounts, transfers, cash withdrawals, control of transactions, etc.) • Customized performance reports (portfolios/trusts) • Trades execution and follow up (hedging, portfolio rebalancing) • Tax regularizations realization • Investment meetings participation • Database management (Excel, Bloomberg) • Rebates management (reconciliation, rebate calculations) • Management fees calculations and invoicing • Clients support and banking relations (opening/closing accounts, transfers, cash withdrawals, control of transactions, etc.) • Customized performance reports (portfolios/trusts) • Trades execution and follow up (hedging, portfolio rebalancing) • Tax regularizations realization • Investment meetings participation • Database management (Excel, Bloomberg) • Rebates management (reconciliation, rebate calculations) • Management fees calculations and invoicing
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Education
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University of Geneva
Master's degree, Wealth Management -
University of Geneva
Bachelor's degree, Business Administration and Management, General -
EC School, Boston
TOEFL IBT, English