Betania Marques Amorim Email and Phone Number
Betania Marques Amorim work email
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Betania Marques Amorim personal email
CPA-20 Certification (2016)Professional with over 13 years in the Financial Market, with an emphasis on the Financial and Investment Funds area. Recording of the agendas in the operations management systems by segment (Fixed Income, Variable Income. Monitoring and recording of redemptions and investments in the liabilities of Pension funds, as well as control and monitoring of the Cash of Funds. Payment slip and monitoring of Operations of Funds Exchange (Purchase and Sale of Offshore Assets) Registration and Implementation of Funds (new and transferred) Preparation, approval and implementation of improvements in the system to ensure the optimization of processes.I also work with systemic improvements of new products, adapting the funds system, for processing and operations of Managed Portfolio, as well as developing tools to meet the demand for strategic analysis reports for the Management area. Conciliation between the bookkeeping system (Liabilities) and the management system, in order to reduce time spent on the activity and operational risk. Direct interface with several areas, such as Private Banking, Trading Desk, Commercial and Product Area, Legal, Accounting and IT. Attitude focused on meeting the needs of internal and external customers with great interpersonal relationships.• Implementation and development of systemic improvements for new products• Automation and process improvements in the daily routine of Interface• Presentation of Committees on numbers, goals and improvements in the BackOffice area
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Analista De Fundos De Investimento Na Área De Administração FiduciáriaBanco Modal Jan 2022 - PresentSão Paulo, Brasil -
Back Office Asset Analyst SrSafra Feb 2017 - Jul 2021Performance Back Office Funds Area – Registering the agendas in the management systems of operations by segment (Fixed Income, Variable Income. Monitoring and recording of redemptions and investments in the liabilities of Pension funds, as well as control and monitoring of the Funds Cashier .Boleting and monitoring of Foreign Exchange Operations (Purchase and Sale of Offshore Assets) Registration and Implementation of Funds (new and transferred) Preparation, approval and implementation of… Show more Performance Back Office Funds Area – Registering the agendas in the management systems of operations by segment (Fixed Income, Variable Income. Monitoring and recording of redemptions and investments in the liabilities of Pension funds, as well as control and monitoring of the Funds Cashier .Boleting and monitoring of Foreign Exchange Operations (Purchase and Sale of Offshore Assets) Registration and Implementation of Funds (new and transferred) Preparation, approval and implementation of improvements in the system to ensure the optimization of processes. Direct interface with various areas, such as Private Banking, Operations Desk, Commercial and Product Area, Legal, Accounting and IT. Show less -
Analista Fundos De Investimento PlenoCitibank Dtvm Sep 2010 - Feb 2017Gestão e controle diário do fluxo de caixa de fundos e carteiras em conformidade com os Administradores e Gestores; Registro das ordens do dia nos sistemas gerenciadores de operações por segmento (Renda Fixa, Renda Variável, resgates e aplicações no passivo dos fundos);Elaboração de relatórios mensais para os cotistas dos fundos, pessoas físicas e jurídicas;Atendimento e Suporte a Fundações, Gestores e Administradores de Fundos de Investimento e Carteiras Administrativas.Área de… Show more Gestão e controle diário do fluxo de caixa de fundos e carteiras em conformidade com os Administradores e Gestores; Registro das ordens do dia nos sistemas gerenciadores de operações por segmento (Renda Fixa, Renda Variável, resgates e aplicações no passivo dos fundos);Elaboração de relatórios mensais para os cotistas dos fundos, pessoas físicas e jurídicas;Atendimento e Suporte a Fundações, Gestores e Administradores de Fundos de Investimento e Carteiras Administrativas.Área de Passivo – Atividades de legitimação, controle e liquidação de aplicações e resgates de cotas, verificação de condições de pagamentos de resgates, Distribuição de Dividendos, conforme regulamento dos fundos e legislação; controle e liquidação nos processos de Chamadas de Capital e de Amortizações de cotas. Show less -
Analista Fundos De Investimento JrBanco Santander Jun 2008 - Sep 2010Atuação Área de Backoffice - Controle de fluxo de caixa de fundos e carteiras; Liquidação de passivo. Atendimento e Suporte a Fundações, Gestores e Administradores de Fundos de Investimento e Carteiras Administrativas.
Betania Marques Amorim Skills
Betania Marques Amorim Education Details
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Mercado Financeiro
Frequently Asked Questions about Betania Marques Amorim
What company does Betania Marques Amorim work for?
Betania Marques Amorim works for Banco Modal
What is Betania Marques Amorim's role at the current company?
Betania Marques Amorim's current role is Back Office Asset Analyst Sr at Safra.
What is Betania Marques Amorim's email address?
Betania Marques Amorim's email address is be****@****.com.br
What schools did Betania Marques Amorim attend?
Betania Marques Amorim attended Universidade Presbiteriana Mackenzie, Fecap.
What skills is Betania Marques Amorim known for?
Betania Marques Amorim has skills like Mercados Financeiros, Microsoft Office, Mercado De Capitais, Investimentos, Banco De Investimento, Derivativos.
Who are Betania Marques Amorim's colleagues?
Betania Marques Amorim's colleagues are Natália Donini, Şakir Kaya, Bruno Henrique Craveiro, Renan Batista, Josiel Oliver, Bruno Menon, Luís Henrique Pereira De Oliveira.
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