Serina Patel, CFA

Experience

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  NatWest

  Jul 2007 - Jun 2011

  Cashier

  • Produced consistent referrals to customer advisors in order to meet demanding sales targets• Ensured outstanding customer satisfaction when dealing with complaints

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  Standard Bank

  Jun 2011 - Sept 2011

  Global Markets Analyst

  • Helped to design a database to calculate feasibility of tailored physical commodity transactions across borders. • Assisted with presentations and pitch preparation for the FX Sales desk. Participated in morning market summaries for trade teams and produced African news highlights for close of business.

• 

  Bank of America Merrill Lynch

  Dec 2012 - Mar 2013

  Internship - Operations Analyst

  • Responsible for creation of files containing all relevant Anti-Money Laundering and Source of Wealth documents for a crucial regulatory project, which bridged the gap of handover between PWM clients from Merrill Lynch to Julius Baer Swiss Private Bank.• Used World-Check and Experian to review riskiness of clients and in charge of conveying findings to senior managers.

• 

  Lloyds Banking Group

  Sept 2013 - Jun 2021

  Helped set up Client Execution Desk at Lloyds Ring-Fenced Bank. Upskilling in trading FX Spot and understanding FX Options, took responsibility of training juniors in the Forwards Space. Last year spent on the Financial Sponsor Sales Desk facilitated Foreign Exchange and Interest Rate hedging solutions by executing Historic Rate Rollovers, analysing market sentiment, and discussing trading conditions. Trade FX Forwards & NDF's for G10 and Spot for Emerging Markets currenciesOwned the Scandinavian book trading SEK, NOK, DKK Forwards 4 six month placements:Global Corporates, Relationship Management - Natural ResourcesCredit, Specialist Finance - Aircraft/Rail Financial Markets, FX - Forwards & Emerging Market TraderFinancial Institutions, Relationship Management - Global Funds

  • FX Trader, Associate Director

    Jun 2018 - Jun 2021

  • FX Trader, Associate

    Sept 2015 - Jun 2018

  • Graduate Analyst

    Sept 2013 - Sept 2015
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  Schroders

  Jun 2021 - now

  Portfolio Manager

  Global Fixed Income & CurrenciesManage discretionary FX in the Global Multi Sector team using fundamental & technical analysis for G10 & EM FX trades, more recently also focusing on EM rates