Marco Pereira

Marco Pereira Email and Phone Number

Commercial Banking - International Onboarding - Business Operations (Américas) @ J.P. Morgan
new york, new york, united states
Marco Pereira's Location
São Paulo, São Paulo, Brazil, Brazil
Marco Pereira's Contact Details

Marco Pereira work email

Marco Pereira personal email

n/a
About Marco Pereira

• Experienced on project management, servicing and implementing treasury services products, software development/implementation, sales support and technical support;• Project implementation experience, performing tasks internally and for large clients;• Also experienced in establishing partnership and implementing global models locally;• Managed multidisciplinary teams: analysts, client service & implementation associates and project managers;• Specialist in: developing and maintaining processes/policies and procedures; software development; international trade; client facing/services (deliver to external clients);• Organized, detailed oriented and good time management experience;• English fluent; Top MBA background (INSPER).

Marco Pereira's Current Company Details
J.P. Morgan

J.P. Morgan

View
Commercial Banking - International Onboarding - Business Operations (Américas)
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Marco Pereira Work Experience Details
  • J.P. Morgan
    Commercial Banking - International Onboarding - Regional Business Operations (Americas)
    J.P. Morgan Jun 2024 - Present
    São Paulo, Brasil
    Driving global consistency in CBIO (Commercial Banking International Onboarding) operating model and client experience.
  • J.P. Morgan
    Commercial Banking - International Onboarding - Latam Manager
    J.P. Morgan Sep 2021 - Aug 2024
    São Paulo, Brasil
    In addition to the previous responsabilities, also responsible for the Commercial Banking INTERNATIONAL ONBOARDING team in Brazil and Mexico.
  • J.P. Morgan
    Commercial Banking - International Onboarding - Brazil Manager
    J.P. Morgan Aug 2018 - Aug 2021
    São Paulo E Região, Brasil
    In addition to the previous responsabilities, also responsible for the Commercial Banking INTERNATIONAL ONBOARDING team in Brazil.
  • J.P. Morgan
    Commercial Banking - International Onboarding Lead
    J.P. Morgan Jan 2017 - Jul 2018
    São Paulo, São Paulo
    Responsible for implementing the recently created Commercial Banking INTERNATIONAL ONBOARDING team in Brazil (which basically is a merge of the KYC/onboarding and implementation areas, acting as the end-to-end single point of contact for clients). Also responsible for creating controls, processes automation, and acting as subject matter expert for in-country products, documentation and also regulatory requirements.
  • J.P. Morgan
    Latam Client Onboarding Team – Brazil Reference Data Manager & Queue Management
    J.P. Morgan Jan 2015 - Dec 2016
    São Paulo Area, Brazil
    Responsible for managing the recently created Reference Data team in Brazil, implementing policies, procedures, proper controls (including risk and compliance).From the Queue Management perspective, responsible for improving the relationship and communication with the lines of business in Brazil, establishing frequent meetings in order to define priorities, provide visibility and avoid misunderstandings, implementing useful SharePoint and MS Access controls.
  • J.P. Morgan
    Brazil Client Services & Implementation Manager
    J.P. Morgan Oct 2011 - Dec 2014
    São Paulo Area, Brazil
    Responsible for managing the Client Service and Implementation teams (increasing the team capacity from five team members to 14, in order to equalize capacity vs. client/sales expectations, guaranteeing sales expected revenue). Also responsible for developing and deploying all local processes & procedures in addition to the necessary controls.Implementation team was responsible for managing the end to end setup process on TS (Treasury Services) products, from documentation to training (global and local DDA accounts, payments, internet banking solutions, investment vehicles).Client Service team was responsible for the day to day inquires on the implemented clients, having each client service officer acting as client’s main point of contact and escalation.
  • J.P. Morgan
    Implementation Project Manager
    J.P. Morgan Sep 2009 - Oct 2011
    São Paulo Area, Brazil
    Member of the recent created Client service & implementation delivery team, working on treasury services implementation projects (trainings, local and global cash products and project management).Responsible for the end to end implementation process, acting as client’s main point of contact.
  • Jpmorgan Chase Vastera
    Senior Business Analyst
    Jpmorgan Chase Vastera May 2008 - Aug 2009
    São Paulo Area, Brazil
    Member of the Client services delivery team working on implementation projects (software, trainings, local cash, international cash and project management).
  • Discover Technology
    System Administrator / Software Developer
    Discover Technology Mar 2004 - Apr 2008
    São Paulo Area, Brazil
    Responsible for developing, implementing and managing software solutions using Microsoft and JAVA technologies, working full time at Editora Abril & DINAP.

Marco Pereira Skills

Business Analysis Software Development Banking Itil Microsoft Sql Server Software Project Management Management Project Management Financial Services Microsoft Office Java Business Management Business Strategy Derivatives Client Service Oriented Microsoft Excel Consulting Portfolio Management Sql Server Solution Implementation

Marco Pereira Education Details

  • Insper
    Insper
    Finance, General
  • Ipt - Instituto De Pesquisas Tecnológicas
    Ipt - Instituto De Pesquisas Tecnológicas
    Gestão De Negócios E Tecnologia
  • Imes - Instituto Municipal De Ensino Superior De Catanduva (Sp)
    Imes - Instituto Municipal De Ensino Superior De Catanduva (Sp)
    Computer Science

Frequently Asked Questions about Marco Pereira

What company does Marco Pereira work for?

Marco Pereira works for J.p. Morgan

What is Marco Pereira's role at the current company?

Marco Pereira's current role is Commercial Banking - International Onboarding - Business Operations (Américas).

What is Marco Pereira's email address?

Marco Pereira's email address is ma****@****.com.br

What schools did Marco Pereira attend?

Marco Pereira attended Insper, Ipt - Instituto De Pesquisas Tecnológicas, Imes - Instituto Municipal De Ensino Superior De Catanduva (Sp).

What skills is Marco Pereira known for?

Marco Pereira has skills like Business Analysis, Software Development, Banking, Itil, Microsoft Sql Server, Software Project Management, Management, Project Management, Financial Services, Microsoft Office, Java, Business Management.

Who are Marco Pereira's colleagues?

Marco Pereira's colleagues are Lisa Evans, Francine Elzy, Emily Ying Wang, Hugo Klasser, Clemens Oehler, Kenneth Jooni, Lanna Silva.

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