Leonardo Furtado Email and Phone Number
Highly skilled and results-oriented professional seeking to develop a career in Financial Markets. My ambition is to help asset and wealth managers with financial analysis, portfolio management, and investment strategies by using my versatility and adaptability.𝗠𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀• I am a proactive learner who is always seeking opportunities for professional growth. • I have completed coursework and certifications in [Series 65 & SIE], which have further deepened my understanding of the industry.• During my past internships I deepened my skills with the Bloomberg Terminal.I am excited to bring my ambition and dedication to a dynamic team where I can contribute to the success of clients and the organization.I am actively seeking entry-level opportunities in asset and wealth management where I can leverage my education and experiences to make a meaningful impact. Let's connect and explore how I can add value to your team.
J Safra Asset Management Corporation
View- Website:
- jsinvestments.com
- Employees:
- 105
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Assistant Vice PresidentJ Safra Asset Management CorporationRio De Janeiro, Rj, Br
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Asset ManagerJ Safra Asset Management Corporation Jun 2024 - Aug 2024Aventura, Florida, United States• Assist the team in preparing reports, updating spreadsheets, and updating monthly managed accounts.• Update asset allocation files as needed.• Update monthly managed accounts performance on MorningStar system.• Prepare monthly factsheets of the UMAs Portfolios.• Prepare UMAs booklet presentation.• Assist supervisor in dealing with client requests via telephone and email.• Prepare report regarding client positions and portfolios.
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TraderSafra National Bank Jun 2023 - Aug 2023New York, United States• Assisting traders in executing trades by providing real-time market informationand analysis• Analyzing market trends and providing insights on potential trading opportunities• Maintaining and updating trading spreadsheets• Conducting research and analysis on financial instruments and markets• Creating and maintaining reports• Learning about financial products, trading techniques, and market dynamicsthrough on-the-job training and mentorship. -
Compliance InternSafra National Bank Jun 2022 - Aug 2022Aventura, Florida, United States• Ensured compliance with bank's rules and regulations.• Performed risk assessments and studied accounts that generated alerts.• Provided superiors with thorough market research necessary to target any regulation infringement.
Leonardo Furtado Education Details
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Business Administration And Management, General
Frequently Asked Questions about Leonardo Furtado
What company does Leonardo Furtado work for?
Leonardo Furtado works for J Safra Asset Management Corporation
What is Leonardo Furtado's role at the current company?
Leonardo Furtado's current role is Assistant Vice President.
What schools did Leonardo Furtado attend?
Leonardo Furtado attended Penn State Smeal College Of Business.
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Leonardo Furtado
Associate At Delivery Associates | Public Policy | Project ManagementFederal District, Brazil1sebrae.com.br -
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