Samrawit Pagliarulo

Portfolio Analyst at DAPM SA
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Contact Information
us****@****om
(386) 825-5501
Location
CH
Languages
  • French Native or bilingual proficiency
  • English Full professional proficiency
  • Spanish Elementary proficiency
  • German Elementary proficiency

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Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Analyst
      • Jan 2021 - Present

    • Switzerland
    • Banking
    • 100 - 200 Employee
    • Internship Independent Wealth Managers
      • Mar 2019 - Aug 2019

    • France
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Controlling intern
      • Jan 2018 - Aug 2018

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager Assistant
      • 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

Education

  • University of Geneva
    Master's degree, Wealth Management
    2015 - 2017
  • University of Geneva
    Bachelor's degree, Business Administration and Management, General
    2008 - 2011
  • EC School, Boston
    TOEFL IBT, English
    2008 - 2008

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