Sergi Palau Popis, Cefa
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Sergi Palau Popis, Cefa Email & Phone Number

Financial Risk Manager and Compliance Officer at Mediolanum Gestión at Banco Mediolanum
Location: Barcelona, Catalonia, Spain 9 work roles 4 schools
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Current company
Banco Mediolanum
Role
Financial Risk Manager and Compliance Officer at Mediolanum Gestión
Location
Barcelona, Catalonia, Spain
Company size
2183 employees

Who is Sergi Palau Popis, Cefa? Overview

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Quick answer

Sergi Palau Popis, Cefa is listed as Financial Risk Manager and Compliance Officer at Mediolanum Gestión at Banco Mediolanum, a with 2183 employees, based in Barcelona, Catalonia, Spain. AeroLeads shows a matched LinkedIn profile for Sergi Palau Popis, Cefa.

Sergi Palau Popis, Cefa previously worked as Financial Risk Manager at Mediolanum Gestión at Banco Mediolanum and Portfolio Manager at Talenta Gestion Sgiic Sa. Sergi Palau Popis, Cefa holds Master'S Degree, Finance from Ief - Institut D'Estudis Financers.

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Email format at Banco Mediolanum

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Banco Mediolanum

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Profile bio

About Sergi Palau Popis, Cefa

Graduated in finance and accounting. Specialized in finance by the master's degree in finance from the IEF. With clear ideas.

Listed skills include Microsoft Excel, Financial Analysis, Finance, Asset Management, and 16 others.

Current workplace

Sergi Palau Popis, Cefa's current company

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Banco Mediolanum
Banco Mediolanum
Financial Risk Manager and Compliance Officer at Mediolanum Gestión
Barcelona, CT, ES
Website
bancomediolanum.es
Employees
2183
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9 roles

Sergi Palau Popis, Cefa work experience

A career timeline built from the work history available for this profile.

Financial Risk Manager And Compliance Officer At Mediolanum Gestión

Banco Mediolanum

Barcelona, Ct, Es

Financial Risk Manager At Mediolanum Gestión

Current
Banco Mediolanum

Barcelona, Catalonia, Spain

May 2024 - Present

Portfolio Manager

Talenta Gestion Sgiic Sa

Barcelona, Catalonia, Spain

- Co-management of 5 investment funds (30M)- Discretionary management of investment portfolios (200M)- Analysis and valuation of global equities- Co-management of 11 SICAVs with a moderate investment profile- Regular meetings with international fund managers- Carrying out weekly investment committees with the aim of reviewing the strategic positioning and the current situation of the financial markets and relevant events- Monitoring and rebalancing of investment portfolios

Dec 2021 - Jan 2023

Middle Office

Caixabank Asset Management

Barcelona, Catalonia, Spain

Settlement department (Operations area)- Settlement of fixed income, equity, derivatives and currency operations- Collateral tracking for investment funds- Development of tools with Excel VBA for the improvement and automation of processes- Reconciliation of positions and balances of derivative products of the portfolios, investment funds and SICAV funds- Reconciliation of current accounts of the different funds and SICAVs, both own management and co-management with other entities - Management of corporate events (capital increases, repurchases, takeover bids, etc.)

Mar 2019 - Nov 2020

Back Office

Caixabank Asset Management

Barcelona, Catalonia, Spain

Funds and portfolio administrative department (Operations area)- BPI Asset Management acquisition project- Transformation of the accounting of BPI Asset Management (Portuguese accounting) to the accounting of Caixabank Asset Management (Spanish accounting)- Support in the incorporation of BPI Asset Management funds to the entity- Incorporation of Total Return Swaps

Sep 2018 - Mar 2019

Financial Analyst (Internship)

Addenda Group

Barcelona, Catalonia, Spain

Jun 2018 - Sep 2018

Accountant Assistant (Internship)

Diputació De Tarragona

Tarragona, Spain

Administrative Management department (SAT Area)

Feb 2017 - Jun 2017

Personal Credit Operations

Cetelem

Barcelona Area, Spain

May 2016 - Jul 2016
Team & coworkers

Colleagues at Banco Mediolanum

Other employees you can reach at bancomediolanum.es. View company contacts for 2183 employees →

AS Alejandro Sierra Alejandro Sierra Colleague at Banco MediolanumGreater Zaragoza Metropolitan Area, Spain View → JS Jaime Sánchez Lizana Jaime Sánchez Lizana Colleague at Banco MediolanumSagunto, Valencian Community, Spain View → ÈS Èuric Seró Èuric Seró Colleague at Banco MediolanumBarcelona, Catalonia, Spain View → JA Jaime Alvear Jiménez Jaime Alvear Jiménez Colleague at Banco MediolanumSeville, Andalusia, Spain View → CS Cristina Sánchez Manzano Cristina Sánchez Manzano Colleague at Banco MediolanumValencia, Valencian Community, Spain View → XS Xoan Souto Xoan Souto Colleague at Banco MediolanumGreater Vigo Metropolitan Area, Spain View → AC Andrés Cuni Monserrat Andrés Cuni Monserrat Colleague at Banco MediolanumCastellón De La Plana, Valencian Community, Spain View → EM Eva Monlleó Eva Monlleó Colleague at Banco MediolanumGreater Barcelona Metropolitan Area, Spain View → FD Fernando Díez Deustua Fernando Díez Deustua Colleague at Banco MediolanumSpain View → DF Dori Fernández Iglesias Dori Fernández Iglesias Colleague at Banco MediolanumGreater Vigo Metropolitan Area, Spain View →
4 education records

Sergi Palau Popis, Cefa education

Cfa Program, Finance

Cfa Institute

Cefa Program, Finance

Escuela Fef

- Equity valuation and analysis - Financial accounting and statement analysis - Corporate Finance - Fixed income valuation and analysis.

FAQ

Frequently asked questions about Sergi Palau Popis, Cefa

Quick answers generated from the profile data available on this page.

What company does Sergi Palau Popis, Cefa work for?

Sergi Palau Popis, Cefa works for Banco Mediolanum.

What is Sergi Palau Popis, Cefa's role at Banco Mediolanum?

Sergi Palau Popis, Cefa is listed as Financial Risk Manager and Compliance Officer at Mediolanum Gestión at Banco Mediolanum.

Where is Sergi Palau Popis, Cefa based?

Sergi Palau Popis, Cefa is based in Barcelona, Catalonia, Spain while working with Banco Mediolanum.

What companies has Sergi Palau Popis, Cefa worked for?

Sergi Palau Popis, Cefa has worked for Banco Mediolanum, Talenta Gestion Sgiic Sa, Caixabank Asset Management, Addenda Group, and Diputació De Tarragona.

Who are Sergi Palau Popis, Cefa's colleagues at Banco Mediolanum?

Sergi Palau Popis, Cefa's colleagues at Banco Mediolanum include Alejandro Sierra, Jaime Sánchez Lizana, Èuric Seró, Jaime Alvear Jiménez, and Cristina Sánchez Manzano.

How can I contact Sergi Palau Popis, Cefa?

You can use AeroLeads to view verified contact signals for Sergi Palau Popis, Cefa at Banco Mediolanum, including work email, phone, and LinkedIn data when available.

What schools did Sergi Palau Popis, Cefa attend?

Sergi Palau Popis, Cefa holds Master'S Degree, Finance from Ief - Institut D'Estudis Financers.

What skills is Sergi Palau Popis, Cefa known for?

Sergi Palau Popis, Cefa is listed with skills including Microsoft Excel, Financial Analysis, Finance, Asset Management, Investments, Economics, Derivatives, and Equities.

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