Rafael D. G. Pennella Email and Phone Number
Multilingual professional with +8 years of experience in the banking sector, with +5 years dedicated to CashManagement Products, offering customized solutions for corporate treasury management. Strongbusiness and financial acumen, knowledge of cash & liquidity management across regions from acorporate treasury perspective. Motivated individual with strong work ethic and ability to workindependently, as well as collaborate with multidisciplinary teams within the firm.
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 75129
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Senior Associate - Cash Management Product ManagerJ.P. MorganSão Paulo, Sp, Br -
Associate - Payments Product ManagerJ.P. Morgan Jan 2024 - Present -
Analyst - Product Cash ManagementJ.P. Morgan Jun 2019 - Jan 2024São Paulo, São Paulo, Brazil• Conduct, drive and execute JPM's CCM/Liquidity products initiatives strategy in country• Develop a robust understanding of market dynamics - competition, regulatory changes, emerging client requirements and product needs• Partner with Sales and Implementation team for a close client view• Good understanding of the Regulatory environment related to Financial industry and CCM/Liquidity management activities , staying abreast with regulatory landscape ensuring products are in compliance• Create internal and external product material for product launches, trainings and selling of products managed• Conduct new partners onboarding processes to ensure risk and control aspects will be followed before product launches• Contribute to product approvals processes involving key partner teams on the discussions for the new solutions• Apply risk & control management framework according to Corporate policies -
Associate - Finance & Business ManagementJ.P. Morgan Feb 2019 - Jun 2019São Paulo, São Paulo, Brazil• Management of end to end process of On & Off boarding process• Drive technology agenda by controlling and provisioning of technology hardware, applications and market data management• Real Estate/Space planning: maintenance of floor plans, move management, cost allocation and ad hoc projects• Development, coordination and support of Business Continuity Plans and Tests• Controls: Physical Access, Consecutive Leave Tracking, Recertification of applications, etc• Enforce a dynamic control/ compliance environment and continually mitigate risk in business processes• Develop and implement meaningful performance metrics• Advocate for the administrative staff needs• Lead the performance management process Participate in and, at times, help lead strategic initiatives and ad hoc projects within Business Management• Additional job scope includes providing guidance and support and driving the agenda to ensure that effective business and process controls are maintained consistently across all businesses -
Analyst - Finance & Business ManagementJ.P. Morgan Aug 2016 - Jan 2019São Paulo, São Paulo, Brazil• Management of end to end process of On & Off boarding process• Drive technology agenda by controlling and provisioning of technology hardware, applications and market data management• Real Estate/Space planning: maintenance of floor plans, move management, cost allocation and ad hoc projects• Development, coordination and support of Business Continuity Plans and Tests• Controls: Physical Access, Consecutive Leave Tracking, Recertification of applications, etc• Enforce a dynamic control/ compliance environment and continually mitigate risk in business processes• Develop and implement meaningful performance metrics• Advocate for the administrative staff needs• Lead the performance management process Participate in and, at times, help lead strategic initiatives and ad hoc projects within Business Management• Additional job scope includes providing guidance and support and driving the agenda to ensure that effective business and process controls are maintained consistently across all businesses -
Intern - Middle Office Future & OptionsJ.P. Morgan Nov 2015 - Jul 2016São Paulo E Região, Brasil• Allocate trades into local system Sinacor;• Send confirmations and files to clients;• Allocation Monitoring into the Exchange;• Send reports to client services team in US/EMEA and also to the hub in Buenos Aires• FX closing process and related activities• Fixed income and collateral management -
Intern - SalesBosch Apr 2014 - Oct 2015São Bernardo Do Campo, São PauloBack Office to sales team, assisting with contract checking, automaker information (volume, price, SOP, among others), preparation of financial pending controls, price looping, programmed discounts (productivity), commercial presentations and readjustment claims -
Summer InternshipZf Sachs Jan 2014 - Feb 2014São Bernardo Do Campo, São PauloElaboration of a project for commonization or elimination of low demand items
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Intern - Technical SalesSolidworks - Dassault Systemes Jul 2011 - Jan 2013São Paulo E Região, BrasilTechnical customer service, development of demonstrations, sales support, Field study, Document translation, SolidWorks Blog maintenance
Rafael D. G. Pennella Education Details
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Project Management -
Mechanical Engineering -
Lincoln Christian School
Frequently Asked Questions about Rafael D. G. Pennella
What company does Rafael D. G. Pennella work for?
Rafael D. G. Pennella works for J.p. Morgan
What is Rafael D. G. Pennella's role at the current company?
Rafael D. G. Pennella's current role is Senior Associate - Cash Management Product Manager.
What schools did Rafael D. G. Pennella attend?
Rafael D. G. Pennella attended Fgv - Fundação Getulio Vargas, Centro Universitário Fei, Lincoln Christian School.
Who are Rafael D. G. Pennella's colleagues?
Rafael D. G. Pennella's colleagues are Zunaira Shah Shah, John Leubner, Jordan Opsahl, Kaylene French, Christina King, Kumud Lakara, Manoj Tadikonda.
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