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Felipe A.

Felipe A.

Financial Trainee

Followers of Felipe A.600 followers
location of Felipe A.São Paulo, Brazil

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  • Timeline

  • About me

    Account Manager / Investment Banking Services

  • Education

    • Anglia Ruskin University

      2013 - 2016
      BSc Business Economics International Business

      At 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 - 2025
      Master of Business Administration - MBA MBA-GLOBAL

  • Experience

    • ANDRADE GUTIERREZ EUROPA, ÁFRICA, ÁSIA

      Jun 2013 - Sept 2015
      Financial 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 2015
      Playworker

      • 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 2017
      Market 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 2017
      Content 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 2022

      • Analyst - Account Manager

        Nov 2017 - Apr 2020

    • Bradesco BBI

      Nov 2022 - Feb 2024
      Senior 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

    • Managerial Finance

      The London School of Economics and Political Science (LSE)
      Jan 2018

    • PQO – Back Office

      ANBIMA Certificação e Educação
      Nov 2022

    • PQO-B3 Certificate - Client Registration

      ANCORD
      Jan 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
      International Volunteer HQAssociated with Felipe A.

    • Construction Worker

      Issued by Habitat for Humanity International on Jul 2009
      Habitat for Humanity InternationalAssociated with Felipe A.

    • Volunteer

      Issued by CERCICA on Jul 2010
      CERCICAAssociated with Felipe A.