Marc Cervera Ramos Email & Phone Number

Barcelona, Catalonia, Spain

- Assisted in the development and management of client investment portfolios, conducting thorough analysis to ensure alignment with clients' financial goals- Conducted financial analysis, including equity and bond research, market trend evaluations, and risk assessments to support investment decisions- Supported the team in developing and implementing tailored investment strategies for high-net-worth individuals- Participated in client meetings, helping to prepare presentations and reports that communicated complex financial information clearly and effectively

Barcelona, Catalonia, Spain

- First line of support for client inquiries in the corporate and private banking division; assistance with transactions, exposed to portfolio operations- Drafted financial risk reports on active and prospective client accounts- Complied relevant research for investment decisions- Revised and analyzed clients' financial statements in accordance to portfolio manager's standards

Master Of Science - Msc, Finance

Bachelor'S Degree, Global Governance, Economics & Legal Order - Major In Economics

Exchange Semester, Economics And Finance

Summer Program, Public International Law

Canadian Secondary Education, Business, Management, Marketing, And Related Support Services