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Wilson Carvalho

Investment Operations Manager @New Capital

Onex, CH
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2018 — Present

Investment Operations Manager @New Capital

Geneva, CH

Assistant Vice President-Preparation of presentations for the Company Management committees and Board of Directors-Secretary of EFGAM Switzerland Management Committee-Creation and preparation of monthly reports (Key Performance Indicators) for the Senior Management-Project Management and analysis to increase revenues and efficiency of the company-Help the EFG Bank Pricing team in their projects-Creation and review of procedures and directives-Oversee EFGAM Switzerland finance tasks; review and analyze the Income Statement and Balance Sheet-Management of FINMA requests-Handle requests of Due Diligence Questionnaires (DDQ) and Request For Proposals (RFP)-Superuser of the internal Data Warehouse

SKILLS

EthicsCapitaux PropresInvestissements AlternatifsHedge FundsEquitiesFinancial MarketsTradingValuationCorporate FinanceMutual FundsDerivativesFixed Income AnalysisGestion De PortefeuilleProduits DérivésMarché FinancierAlternative Investments

ABOUT WILSON CARVALHO

EFG Asset Management

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