Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic
Suzana  Ramalho

Suzana Ramalho

Lisbon

Summary

Profile developed in three international financial institutions managing Corporate and Private Banking clients on both Treasury Sales and Sales Trading desks. Extensive experience in Sales, with a special focus in Foreign Exchange (FX) Markets

Flow and Derivatives, Equity and Bond Markets – multi-asset non-discretionary portfolios.

More recently the focus has been on two critical areas for eFX Business Client Support and Enablement.

Additional experience in FX product management with an active contribution in a wide range of projects with emphasis on Product Release, Platform Migration and Process Improving.

Overview

26
26
years of professional experience
1
1
Certification

Work History

FX Senior Business Analyst

Bnp Paribas Corporate & Investment Banking
03.2020 - Current

Pre and post trade support to clients, trading and sales across EMEA, Americas and Asia.

Investigate and resolve live trade rejections/connection issues over BNP Paribas’ Single Dealer FX electronic trading platform, Multi Dealer vendor platforms/APIs.

Enable new clients/users.


Calypso Business Analyst

Aubay
07.2019 - 03.2020

Worked directly with clients, sales and other IT teams to ensure derivative trades flown correctly into Calypso.

Treasury Sales, Sales Trader and Product Manager

Bankinter
04.2015 - 11.2018

Priced FX Flow and Derivatives (Forwards, Swaps and DCIs) for Corporate, Private Banking clients and Asset Management.

Provided high quality service to the Execution Only clients.

Represented the Front-Office in a wide range of projects - product, legal and regulatory - EMIR, MiFIDII.

Reviewed FX product offering and recommended to launch new products.

Treasury Sales and Product Manager

Barclays Bank
02.2009 - 04.2015

Priced FX Flow and Derivatives (Forwards, Swaps and DCIs) for Corporate and Private Banking clients and Asset Management.

Priced Deposits for Large Corporates and Institutional clients.

Developed and implemented a business plan to promote FX products to internal and external clients (proactive approach).

Identified potential new FX clients/cross-selling opportunities and prepared pitches.

Sales Trader

Barclays Bank
02.2004 - 01.2009

Generated and selected investment ideas - Equity, Bonds, ETFs and DCIs - for Advisory Model Portfolio (global non-discretionary portfolio);

Managed non-discretionary portfolios of more than 30 clients.

Identified potential new clients and pitched Advisory.

Wrote/reviewed daily and weekly market briefs sent to Advisory clients and published on the Bank’s portal/public website.

Treasury Sales, Liquidity Manager

Barclays Bank
04.1998 - 01.2004

Priced FX Flow and Derivatives (Forwards, Swaps) for Corporate and Private Banking clients and Asset Management.

Priced Deposits for Large Corporates and Institutional clients.

Short-term liquidity management in local and foreign currencies and fulfillment of cash reserves with BoP.

Managed Bank's FX portfolio.

Education

Post Degree - Risk Management & Derivatives

IDEFE - ISEG Executive Education
Lisbon, Portugal
2004

Post Degree - E-Business

IDEFE - ISEG Executive Education
Lisbon
2001

Treasury Management

INDEG - ISCTE Executive Education
Lisbon
1997

Degree - Economics

Nova School of Business And Economics
Lisbon
1997

Skills

  • Team player and ability to communicate
  • Oriented towards achieving goals and meeting deadlines
  • Proactive mindset and multi-tasking
  • Adaptable to change

Affiliations

ACI Financial Markets Association, Portugal

Certification

IFB Online Financial Markets Training Course

ACI Online FX Global Code

EFPA European Investment Practitioner


Languages

Portuguese
Native language
English
Advanced
C1

Timeline

FX Senior Business Analyst

Bnp Paribas Corporate & Investment Banking
03.2020 - Current

Calypso Business Analyst

Aubay
07.2019 - 03.2020

Treasury Sales, Sales Trader and Product Manager

Bankinter
04.2015 - 11.2018

Treasury Sales and Product Manager

Barclays Bank
02.2009 - 04.2015

Sales Trader

Barclays Bank
02.2004 - 01.2009

Treasury Sales, Liquidity Manager

Barclays Bank
04.1998 - 01.2004

Post Degree - Risk Management & Derivatives

IDEFE - ISEG Executive Education

Post Degree - E-Business

IDEFE - ISEG Executive Education

Treasury Management

INDEG - ISCTE Executive Education

Degree - Economics

Nova School of Business And Economics

IFB Online Financial Markets Training Course

ACI Online FX Global Code

EFPA European Investment Practitioner


Suzana Ramalho