Aleksandar Maric, CFA

Experience

• 

  UBS

  Feb 2009 - Jul 2009

  Internship Wealth Management & Swiss Banking
• 

  Universität Bern

  Sept 2010 - Jan 2012

  Research assistant in Business Informatics
• 

  UBS

  Feb 2012 - May 2017

  During this tenure, I ensured smooth operations by supporting the head of wealth planning and senior management. I played an active role in streamlining workflow by participating in business reviews and efficiency analyses. I also provided top-notch customer service by monitoring and assisting front-line activities efficiently. Throughout my tenure, I enhanced operational efficiency by conducting ad-hoc analyses for the business and management. Additionally I delivered proactive support for external disclosure process to attain optimum outcomes. I have completed the Graduate Training Program at Group Finance, while working in various departments, such as wealth/asset management and performance analytics.

  • Business Manager

    Aug 2015 - May 2017

  • Financial Analyst

    Jan 2014 - Aug 2015

  • GTP Group Finance

    Feb 2012 - Dec 2013
• 

  DZ PRIVATBANK (Schweiz) AG

  Jul 2018 - Sept 2022

  In my most recent role, I oversee daily liquidity positions with a keen focus on tracking the financial health of business. I am responsible for administering the bond portfolio, including interest rate risk hedging to support income, total return, and diversify other asset classes. I deliver exceptional performance in managing the Trading Book, such as FX and Gold to ensure smooth operations. In my most recent role, I supervised treasury and trading activities with aim of monitoring and managing the organisation's bank relationships and liquidity management. I was accountable for identifing potential problems by executing risk management tools as project lead.

  • Treasury/Brokerage

    Mar 2020 - Sept 2022

  • Risk Controller

    Jul 2018 - Feb 2020
• 

  Credit Suisse

  Oct 2022 - now

  Fixed Income Portfolio Manager