AeroLeads people directory · profile
Paul Lima, Cfa Email & Phone Number
Project Leader Business Development (LATAM and MENA)
at
Monterosa Group
1 work email found
@citi.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Project Leader Business Development (LATAM and MENA)
Location
Switzerland
Company size
Who is Paul Lima, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Paul Lima, Cfa is listed as Project Leader Business Development (LATAM and MENA) at Monterosa Group, a with 44 employees, based in Switzerland. AeroLeads shows a work email signal at citi.com and a matched LinkedIn profile for Paul Lima, Cfa.
Paul Lima, Cfa previously worked as Project Leader Business Development (LATAM/MENA) at Monterosa Group and Associate Director at Anarosa Asset Management Ltd. Paul Lima, Cfa holds Bachelor'S Degree, Business Technology Management/ Finance from New York University.
Company email context
Email format at Monterosa Group
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*@citi.com
68% confidence
AeroLeads found 1 current-domain work email signal for Paul Lima, Cfa. Compare company email patterns before reaching out.
Profile bio
About Paul Lima, Cfa
Experienced Associate with a demonstrated history of working in the banking industry and has passed all three levels of the Chartered Financial Analyst designation program. Skilled in Portfolio Management, Financial Risk, Risk Management, Microsoft Excel, and Corporate Finance. Strong professional with a Bachelor's degree focused in Business Technology Management/ Finance from New York University.
Listed skills include Banking, Risk Management, Financial Analysis, Commercial Banking, and 6 others.
Current workplace
Paul Lima, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Monterosa Group
6 roles
Paul Lima, Cfa work experience
A career timeline built from the work history available for this profile.
Project Leader Business Development (Latam/Mena)
Current
Sep 2023 - Present
Associate Director
Anarosa Asset Management Ltd
Sep 2022 - Sep 2023
Associate - Institutional Clients Group
Jun 2020 - Jul 2022
Associate International Corporates & Commodity Traders
• Contributing in the origination and execution of various corporate finance deals in the Middle East, North Africa, and Pakistan. • Key Transactions include: o Acquisition of Romanian Agricultural Company for an Abu Dhabi based company worth USD 500m. o Export Finance (with Islamic Tranches) worth up to USD 3bn for Dubai Airport Expansion. o Syndicated revolving term loans for Saudi Electric Company worth USD 2.2bn. • Assessing companies’ financial and market position through historical performance analysis, industry research, and financial projections. • Structuring specialized finance products based on the funding requirements of companies across all industries. • Partnering with product experts to structure the best financial solutions for existing or prospect clients. • Presenting the credit profile of prospect clients and collaborating with internal credit to provide financial solutions while minimizing credit risk.• Preparing and negotiating terms and documentation with clients.
Sep 2016 - Jun 2020
Analyst International Corporates
• Advised Sovereign Wealth Funds in North America on investment opportunities in Asian real estate and infrastructure worth up to USD 5bn.• Provided financial solutions to companies based in the Americas with business needs in Africa, Middle East, and Asia such as dollar clearing for Apple• Completed numerous Export Credit Agency (ECA) backed transactions spanning several geographies across ten countries.• Provided detailed economic analysis across Latin America and Middle East markets to address market risks associated with transactions.
Sep 2015 - Sep 2016
Team & coworkers
Colleagues at Monterosa Group
Other employees you can reach at monterosagroup.com. View company contacts for 44 employees →
LL
Liqiao(Richard) Li
Colleague at Monterosa GroupKowloon, Hong Kong Sar, Hong Kong
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DG
Daniela Graf
Colleague at Monterosa GroupZürich Metropolitan Area, Switzerland
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AN
Adrian N.
Colleague at Monterosa GroupZurich, Switzerland
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PB
Patrick Berchten
Colleague at Monterosa GroupZurich, Switzerland
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WT
Whyvill Tour
Colleague at Monterosa GroupBrampton, Ontario, Canada
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PL
Pierre-Yves Legris, Cfa, Caia
Colleague at Monterosa GroupZurich, Switzerland
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DT
Deborah Thoma
Colleague at Monterosa GroupZurich, Switzerland
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DR
Deirdre Rogers
Colleague at Monterosa GroupModesto-Merced Area, United States
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DB
Dr. Benjamin Hanle
Colleague at Monterosa GroupZurich, Switzerland
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VR
Valeria Rudolf
Colleague at Monterosa GroupZurich, Switzerland
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Liqiao(Richard) Li
Colleague at Monterosa GroupKowloon, Hong Kong Sar, Hong Kong
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DG
Daniela Graf
Colleague at Monterosa GroupZürich Metropolitan Area, Switzerland
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AN
Adrian N.
Colleague at Monterosa GroupZurich, Switzerland
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PB
Patrick Berchten
Colleague at Monterosa GroupZurich, Switzerland
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WT
Whyvill Tour
Colleague at Monterosa GroupBrampton, Ontario, Canada
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PL
Pierre-Yves Legris, Cfa, Caia
Colleague at Monterosa GroupZurich, Switzerland
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DT
Deborah Thoma
Colleague at Monterosa GroupZurich, Switzerland
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DR
Deirdre Rogers
Colleague at Monterosa GroupModesto-Merced Area, United States
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DB
Dr. Benjamin Hanle
Colleague at Monterosa GroupZurich, Switzerland
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VR
Valeria Rudolf
Colleague at Monterosa GroupZurich, Switzerland
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1 education record
Paul Lima, Cfa education
FAQ
Frequently asked questions about Paul Lima, Cfa
Quick answers generated from the profile data available on this page.
What company does Paul Lima, Cfa work for?
Paul Lima, Cfa works for Monterosa Group.
What is Paul Lima, Cfa's role at Monterosa Group?
Paul Lima, Cfa is listed as Project Leader Business Development (LATAM and MENA) at Monterosa Group.
What is Paul Lima, Cfa's email address?
AeroLeads has found 1 work email signal at @citi.com for Paul Lima, Cfa at Monterosa Group.
Where is Paul Lima, Cfa based?
Paul Lima, Cfa is based in Switzerland while working with Monterosa Group.
What companies has Paul Lima, Cfa worked for?
Paul Lima, Cfa has worked for Monterosa Group, Anarosa Asset Management Ltd, Citi, and Standard Chartered Bank.
Who are Paul Lima, Cfa's colleagues at Monterosa Group?
Paul Lima, Cfa's colleagues at Monterosa Group include Liqiao(Richard) Li, Daniela Graf, Adrian N., Patrick Berchten, and Whyvill Tour.
How can I contact Paul Lima, Cfa?
You can use AeroLeads to view verified contact signals for Paul Lima, Cfa at Monterosa Group, including work email, phone, and LinkedIn data when available.
What schools did Paul Lima, Cfa attend?
Paul Lima, Cfa holds Bachelor'S Degree, Business Technology Management/ Finance from New York University.
What skills is Paul Lima, Cfa known for?
Paul Lima, Cfa is listed with skills including Banking, Risk Management, Financial Analysis, Commercial Banking, Corporate Finance, Financial Modeling, Portfolio Management, and Finance.
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