Srdjan Maletic

Experience

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  Banca Intesa Beograd

  Jun 2008 - Mar 2014

  Responsible for carrying out the banks’s FX trading on inter-bank and Forex market. Trading of FX, money market instruments and derivatives (forwards, swaps...). Managing foreign exchange position. Monitoring value/settlements/delivery dates as it relates to local banks as well as international correspondent banks and brokers. Evaluating investment opportunities in currencies and money market instruments. Managing bank’s FX and RSD liquidity. Reporting to Treasury head and Executive board. Following up all relevant information, news and policies. Show less Analyzing equity and debt securities traded in organized market in the Republic of Serbia, OECD member countries and the countries in the regions for concrete Bank and clients’ needs; analyzing and assessing macroeconomics trends and trends on the Belgrade Stock Exchange, stock exchanges in the region and in OECD countries, analyzing and assessing exchange rate trends of major currencies; supporting the work of Assets and Liabilities Committee (ALCO) in the domain of information about the macroeconomics and financial market; developing and drawing up standard daily, weekly, monthly and annual reports for clients; following up the countries, banks and companies, their ratings, political/economic situations, banking systems; giving financial data at request of other organizational parts (Euromoney conference, Belgrade 2010); following up positive regulations within sphere of competence and making operation compliant with the new regulations; maintaining and updating intelligence databases; rsd yield curve modeling; financial modeling; developing a variety of reports in Bloomberg environment; sector analysis;September 2007 – March 2008 Citadel securities – Broker assistant and financial analyst Opening clients’ accounts for securities and securities rebooking in Central securities depository and clearing house, preparing daily and monthly reports for clients and management; analysis of 150 most liquid companies from Belgrade stock exhange for Citadel Investment Fund (in cooperation with prof. Vladimir Gligorov); analyzing and assessing macroeconomic trends and trends on the Belgrade Stock Exchange; supporting Front Office efforts in client relationship; Show less

  • FX&MM Senior Dealer

    Jul 2013 - Mar 2014

  • Senior research analyst

    Jun 2008 - Jun 2013
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  Intesa Sanpaolo

  Apr 2014 - Mar 2016

  Internal Auditor

  Responsible for organizing and conducting 'on-site' audits in ISBD (International Subsidiary Bank Division of Intesa Sanpaolo) for the following areas: Treasury, Risk Management and Asset Management. Monitoring and supporting activities of the local audit functions. Performing risk assessments and defining the audit plans.

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  Banca Intesa Beograd

  Apr 2016 - Feb 2018

  Senior manager for investment products development

  • Responsible for developing investment products for Affluent and Private Clients• Project leader in establishing Asset Management Company in Serbia that shown to be much more successful when comparing to expectations and business plans• Monitoring all aspects of Affluent/Private banking activities for high net-worth individuals• Supporting activities of Affluent relationship managers and organizing regular trainings for around 50 RMs• Implementing operations, processes and team development program that enhance achievement of Affluent/Private banking segment• Leading project with ISP group aiming to enable domestic clients to buy gold certificates• Closely cooperating with top management of Bank• Developed and implemented performance improvement strategies and plans to promote continuous improvement• Improved operations through consistent hard work and dedication Show less

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  Intesa Invest ad Beograd

  Feb 2018 - now

  Executive Director (CEO)

  • Setting up Investment Funds (UCITS) Management Company Intesa Invest ad Beograd from scratch which is a member of Intesa SanPaolo financial group• Hired staff and establish internal organizational structure• Manage Company that in less than 3 years of operational activities became profitable and reached 25% of market share as well as more than EUR 160 million assets under management• Successfully established 4 UCITS funds (with different risk and return ratios and recommended investment horizon) in very challenging period (Covid19 crisis)• Ensured all necessary technical and organizational conditions for successful business and development of Investment Funds (UCITS) Management Company Intesa Invest ad Beograd• Organized and conducted training of a large number of authorized advisers• Always following ethical, fair and transparent relationship with clients• Partnership with regulators (mainly SEC), and very often being initiator of establishing best practice in domestic asset management industry• Using advantages of belonging to one of largest European financial groups - Intesa SanPaolo, and providing top-notch asset and wealth management services to domestic clients• Created annual budget and developed comprehensive plan to accomplish Company objectives while always being above budget• Establishment and management of daily activities with aim of achieving strategic KPIs• Has always been supportive of team and encouraging proactivity, team spirit and professional development• Has been in regular contact with top and senior managers across Intesa SanPaolo group• Being engaged in many different activities of Company (from marketing campaign, initiating many core system upgrades, monitoring and being involved in all Internal audit activities, closely cooperating with External auditors…)• Performing sales activities with key investors and constantly supporting sales network Show less

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  The Chamber of Commerce and Industry of Serbia

  Oct 2020 - now

  President of Serbian Asset management companies association

  • Initiated many activities aiming to support further development of domestic financial industry and capital market (proposed many amendments in By-Laws that have been accepted, proposed amendments on Rulebook on chart of accounts related to the IFRS 9, proposed a few amendments on draft of Capital markets law, lobbying for changes in taxation on capital gains from investment units...)• Closely cooperating with Securities Commission and providing significant support in improvement of regulatory framework• Being main initiator and creator of model for fair valuation of domestic debt securities which is adopted by all AM companies and Depository Banks and recognized as best model by whole domestic financial industry Show less