
Felipe A.
Financial Trainee

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About me
Account Manager / Investment Banking Services
Education

Anglia Ruskin University
2013 - 2016BSc Business Economics International BusinessAt the forefront of Economic Research since the 1930's, this course takes a broader perspective on world economic news than the traditional mainstream approaches. It focuses on applying the key insights of economics.

London School of Business and Finance LSBF
2023 - 2025Master of Business Administration - MBA MBA-GLOBAL
Experience

ANDRADE GUTIERREZ EUROPA, ÁFRICA, ÁSIA
Jun 2013 - Sept 2015Financial Trainee-Responsible for financial data analysis and market profile across different markets, monitoring progress in several regions/areas and developing financial reports and market forecasts for the Board.

Cambridge Kids Club
Sept 2013 - Mar 2015Playworker• Coordination of the extra-curricular activities of the school; Solve issues occurred with children;• Build relationships with parents and professionals;• Keep records and take care of cash from the Cashier.

Third Bridge Group Limited
Feb 2017 - Jun 2017Market Analyst-Responsible for market research across several industries to identify relevant individuals for participation in moderated interviews, adhering to tight deadlines.-Support and conduct interviews with executives and experts from different industries to gather critical and relevant insights that assist investors in decision-making.-Preparation and submission of reports containing the findings from conducted research.

Accenture Portugal
Jun 2017 - Nov 2017Content Analyst-Responsible for regulatory analysis of content and information management, as well as compliance analysis of media content with client policies and market regulations.

BNP Paribas
Nov 2017 - Sept 2022-Responsible for providing support to local and foreign clients (France and Spain) related to custody and settlement services.-Performing custody and post-trade activities, as well as executing SWIFT messages.-Processing and managing operations.-Detecting and analyzing errors or discrepancies in operations.-Risk management and account reconciliation, as well as analysis and development of internal procedures for these activities.-Developing and sending reports for client updates in English, French and Spanish. Show less
Senior Analyst - Account Manager
May 2020 - Sept 2022Analyst - Account Manager
Nov 2017 - Apr 2020

Bradesco BBI
Nov 2022 - Feb 2024Senior Operations Analyst-Responsible for opening investment fund accounts, institutional and retail registration for national and international clients.-Analysis and monitoring of account regularization and contract formalization.-Monitoring compliance with CVM registration rules, credit analysis and financial health.-Handling auditor inquiries and requests.
Licenses & Certifications
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Managerial Finance
The London School of Economics and Political Science (LSE)Jan 2018
PQO – Back Office
ANBIMA Certificação e EducaçãoNov 2022
PQO-B3 Certificate - Client Registration
ANCORDJan 2020
Honors & Awards
- Awarded to Felipe A.Duke of Edinburgh's Award (Bronze, Silver and Gold) Duke of Edinburgh Jul 2008 Participant in Duke of Edinburgh's Award (Bronze, Silver and Gold) in 2008, 2009 and 2010 - a great personal development opportunity (in my personal, physical and extra-curricular life). With survival skills I learned communications skills, group teamwork and leadership.
Volunteer Experience
English Teacher
Issued by International Volunteer HQ on Aug 2015
Associated with Felipe A.Construction Worker
Issued by Habitat for Humanity International on Jul 2009
Associated with Felipe A.Volunteer
Issued by CERCICA on Jul 2010
Associated with Felipe A.
Languages
- enEnglish
- poPortuguese
- frFrench
- spSpanish
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