Catarina Branco Email & Phone Number

Lisboa, Portugal

Senior Analyst of Mutual and Hedge Funds. Based in Lisbon, working to Miami.

Lisboa, Portugal

As a Client Operations Specialist within the Clients and Operations Department, I was responsible for responding promptly to client requests and inquiries, addressing any concerns or issues they may have, I also validate new subscriptions to ensure compliance with company policies and procedures. Additionally, I collaborate with cross-functional teams to identify areas for workflow improvement and efficiency gains, leveraging my expertise in developing Excel tools and templates to streamline daily operational tasks.

Lisboa, Portugal

Responsible for pioneering the establishment of the operations department in close collaboration with the COO. I have actively contributed to the development and documentation of essential standard operating procedures to enhance operational efficiency. This role involves a strong focus on optimizing workflow and facilitating the onboarding of high-performance athletes clients.

Lisboa, Portugal & Geneva, Switzerland

Responsible for managing a portfolio of high net worth clients with accounts in Portugal and Switzerland. My main role was working closely with the RM to help him prepare for meetings with clients, including researching and analyzing client information and presenting findings to the RM. Additionally, I collaborated with the Front Office and Asset Management teams to ensure that client portfolios were managed effectively and efficiently. I also worked with the tax advisor to ensure that clients received comprehensive tax services and advice and help the clients with tax form completion.

My primary responsibility was to support the operations of the wealth management business. This includes managing client data and transactions, reconciling accounts, and ensuring that all processes are executed accurately and efficiently. This role requires strong attention to detail, as well as excellent analytical and problem-solving skills.

Lisboa

Advisor at ABANCA, worked throughout the acquisition period of Deutsche Bank’s branch in Portugal. A very educational experience when it came to adaption to new methods of work and company.

Lisboa, Lisboa, Portugal

Account Manager at Deutsche Bank, in Lisbon, where I gathered the experience in first hand interactions with private clients, advising them on credit and investment solutions.

Lisboa

Intern at Deutsche Bank, in Lisbon, first contact with the banking sector with emphasis on investment solutions.

Pós-Graduação, Análise Financeira

Gestão Bancária