Marisa Cabrita Email & Phone Number

Lisbon Area, Portugal

IFRS 16 Implementation and maintenance. Functional requirements gathering and configuration of Lease accounting tools.

Definition and development of the structure, processes and procedures of the company's investment area, establishing requirements and means for launching the activity, investment policy and investment strategy.Development of portfolios and investment strategies for Advisory clients and Investment Committee structure. Conduct due diligence and built relationships with third party institutions (money managers, fund managers, execution and settlement entities). Production of institutional and retail presentations.

Lisbon

Responsible for clients' accounts analysis identifying the adjusted asset allocation to client's risk profile, always seeking rentability optimization. Modeling and management of investment strategies (Leveraged Strategies and Hedge Fund) using the available instruments based on a qualitative and quantitative analysis. Trading of Bonds, Stocks, CFD's, Forex, Options, Futures, Commodities and Deposits. Technical support of marketing campaigns. Responsible for producing performance reports, Factsheets, economic information, investment writing and communication with the media. Preparation of educational content for sales teams and clients.

Responsible for managing client relationships and helping them to make informed investment decisions, understanding fully each client's investment objectives.Analyse and collect information about the available securities, reporting to the clients in a timely and professional manner while seeking profit optimization and client engagement with the company.Reception and execution of orders on behalf of Clients on shares, ETF or CFD’s (Japanese, Australian, American and European markets), Forex, futures, options (including binary) and commodities.Production of economic information and communication with the media and customers.

Marketing and selling the company services to potential clients. Generate opportunities and develop relationships with future clients being able to bring them to work with the company. Creation of client relations reports, new business pitching and analyse with the sales team potential solutions to enhance sale process and meet sales targets.

Key responsibilities were to support the production of management and accounting reports of the company's customers. Analyse and optimize production processes of such information. Gather information and make applications to the European Social Fund.

Advanced Degree, Financial Analysis

Economics, Bachelor'S Degree

Activities and Societies: Member of Financial Department of the Student Society of ISEG