Carolina Gomes Ferreira

Experience

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  HSBC

  Nov 2009 - Mar 2010

  Trainee

  Intern of Multiple Bank in Management of Trading Desks in Treasury, I was responsible for: - Updating and monitoring of the main goals daily operations of desks: sales, large and small size. - Reports of the operations (highlights) from Brazilian Market to the bank in New York.

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  Itaú BBA

  Mar 2010 - Sept 2011

  Trainee

  As an Intern of Investment bank - Corporate Finance and Financial Institutions in Treasury, I was responsible for: - Business supported officers, monitored visits with customers and involved in the operations. - Monitored of operations from initial contact, structured and credit committee approval also responsible of the weekly production report.

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  Banco PAN

  Sept 2011 - May 2014

  Relationship Manager

  As a Banking Relantioship Manager of Retail Bank controlled by a private bank, BTG Pactual and a public bank, Caixa Economica Federal, I was responsible for:- Managing of the client Portfolio within 300 customers such as individual and corporate clients (Portfolio Total Amount: USD30 MM). - Daily relationship with clients interested in Investments (Fixed Income Products) followed by insights and solutions for their financial goals and demands. - Financial Institutions support in the negotiation of derivatives and warranties.- Prospecting and meeting with the clients followed by CFO and the Investor Relations Director. Show less

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  GPS Global Portfolio Strategists

  May 2014 - Nov 2014

  Controller

  During this time as a Controller at Wealth Management of Excel (Wealth from USD70 MM), I was responsible for:- Management of customer portfolio and supporting with monthly presentation and reports (On and Offshore). - Asset allocation, monitoring assets of the portfolio (on and offshore), analysis of the portfolio composition for new assets, according to of the scenarios to "calls" of investment strategy.- Offshore portfolio management (On and Offshore), with support and analysis.- Support on Succession Plan structures, Corporate events and Offshore companies for investments. Show less

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  Refran Consultoria Financeira

  Nov 2014 - Sept 2016

  Financial Analyst

  As a Financial Analyst, I’ve worked managing and contacting clients Portfolio, including specifics reports and analytics for the Economic sector and Asset allocation.Working within a multidisciplinary team and playing a full role within a finance and investment environment, including researches and analysis of finance projects: - Interface with the customer visits, dissemination of monthly results and asset allocation.- Managed a Portfolio client, contact to Onshore and Offshore banks.- Responsible for the economic analysis and a specific report ‘tailor-made’. Show less

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  CBH Compagnie Bancaire Helvétique SA

  Oct 2016 - Jul 2022

  Private Banker

  - Managed a book of clients of individual and corporate selected clients (Private Bank).- Ensuring customer relations through meetings in Brazil and all necessary relationship support.- Performing all administrative and other tasks inherent to department duties. Processed client ordersand all individual and companies documentation since opening and daily demands. - Monitoring deadlines and managing of portfolios in Brazilian team.

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  SAF & CO

  Jul 2022 - Jan 2025

  Relationship Manager
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  Lakefield Partners AG

  Mar 2025 - now

  Senior Relationship Manager