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Wilson Carvalho
Investment Operations Manager @New Capital
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WORK HISTORY
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
ABOUT WILSON CARVALHO
EFG Asset Management
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