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Isabel Calero, CFA

Intern at Credit Suisse Gestión

668 followers

United States

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Timeline
About me
Senior Portfolio Advisor VP en Banco Santander International
Education
- Canisius College
  2011 - 2011
  Exchange program Business Administration and Management, General Dean's list
  Activities and Societies: Global Horizons: student organization that promotes awareness of the diverse cultures represented on the Canisius College campus. American and international students participate in social and educational activities planned throughout the year. Semester abroad studying Business Administration
- Aarhus Universitet
  2010 - 2010
  Erasmus program Law
  Semester abroad studying Law
- Universidad Pontificia Comillas ICAI-ICADE
  2006 - 2012
  Licentiate degree E-3, Law and Business Administration
Experience
- Credit Suisse
  Jul 2012 - Dec 2012
  Intern at Credit Suisse Gestión
  Backoffice functions:• Posting of derivatives into the accounting and valuations systems; • Monitoring and follow-up of pricing issues list (use of Bloomberg);• Retrieving key data and confirmations from counter parties and comparison to the prices received from counter parties;• Certain accounting tasks;• Forex and currency forecasts updating processes.
- N+1 SYZ Gestión
  Apr 2013 - Jul 2013
  Intern
  Backoffice functions
- Credit Suisse
  Jul 2013 - Nov 2019
  - Portfolio Manager
    Sept 2018 - Nov 2019
  - Execution - Sales and Trading Services
    Jul 2013 - Aug 2018
- Singular Bank
  Nov 2019 - Dec 2022
  Senior Portfolio Manager
- Santander International
  Jan 2023 - now
  Senior Portfolio Advisor VP
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
  Sept 2018
- Certified Advisor, CAd
  CFA Society Spain
  Jan 2019