MIGUEL ANGEL FERRER URBANO, MFIA

Experience

• 

  CAIXA BANK AND UNIBANK

  Sept 2008 - Sept 2010

  Private Banking Assistant

  - Identify and resolve accounting agent issues and queries. -Analyze all customer requirements to prepare appropriate sales strategies for the same. -Documentation of accounting policies and procedures. -Dealing with customers complains and special requests. -Offering product advice to customers.

• 

  University of Granada

  Sept 2010 - Apr 2012

  -Collaboration in investigation project ´´ Smart system for decision support of enterprises for their sustainability’’ (SIAD) -Overall operational responsibility for a financial institution.-Improve efficiency and transparency of existing reporting through the use of IT solutions and enhanced processes.

  • Research associate

    Sept 2011 - Apr 2012

  • Grand scholarship

    Sept 2010 - Sept 2011
• 

  WHITE STONE CAPITAL

  Apr 2012 - Jun 2013

  Analyst and business development

  -Daily trading of the current portfolio and new investment strategies-Provide ongoing market and position information-Preparation and analysis of monthly portfolio risk reports and portfolio risk exposures-Develop derivatives pricing and risk management tools for use across the trading desks.

• 

  More salt media and 4 traders - Product Manager

  Jan 2013 - Mar 2015

  Co - founder- Product Manager

  -Executing all stages of the sales cycle from initial phone contact, to placing trials, through to negotiating and closing agreements.-Experience in the financial services industry, preferably within investment management

• 

  Natixis Global Asset Management (NGAM UK Ltd)

  Jul 2015 - Mar 2016

  International product

  -Provide support on a wide range of marketing initiatives, such as the adviser newsletters, fund pushmails, fund profiles, fund training presentations.-Ensure all client marketing documents are approved by the Compliance team – key responsibility, requiring use of internal process for seeking approval.-Product Development Strategy/Voice of Sales - Works with Product Management to define and evolve AIM's Hedge Fund product offering based on client/internal feedback, value proposition expansion and business opportunity.- Show less