Barcelona, Catalonia, Spain
Entrepreneurial, analytical and empathetic person when it comes to teamwork and creating a good work environment. I have the motivation and attitude to integrate correctly, offering the maximum responsibility and professionalism to achieve company goals.
- Carry on analysis and reports regarding the banking sector environment for Senior Management. - Collaborate with the equity team, analyzing specific fields of banking sector companies. - Participate and analyze the strategic plans of the entity. - Participate in the setting and monitoring of the entity. - Analyze M&A and business purchase/sale operations, valuation of goodwill and intangibles, asset mobilization operations (SPV) with emphasis on the impacts that may have on the bank’s income statement and capital.
- Analysis of companies’ results presentations and key news (Bloomberg). - Participate in earnings and analyst conferences to build a knowhow of the companies with a potential growth to invest in (all type of assets). - Meet with the departments of the investor relations of the companies - Daily control of risk limits for each fund managed. - Daily control of account balances (contributions/reimbursements, ...). - Define asset allocation of the portfolios and analyze the deviations.
- Analysis and selection of equities, fixed income and derivatives. - Daily control of risk limits and account balances.
- Back-office program update (GIF). - Daily operational tasks: NAV calculation, among others. - Support the commercial network on the products and transactions.
- Customer portfolio management. - Calculation of profitability and risk. - Analysis of companies. - Comparison of investments funds (Beta, Sharpe, ...).