Julian Pereyra
Master In Corporate Finance
Summary
Proactive Relationship Manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. More than 12 years in terms of finance, bank and sales experience.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Account Manager
Libertex Group
01.2023 - Current
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Implemented systems and procedures to increase sales.
- Contacted regular and prospective customers to explain product features and solicit orders.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Individual and team KPI's of 100,000 USD and 500,000 USD monthly respectively, in terms of liabilities, reaching the brunch to the top of LATAM Sales team.
- Proficiency in Salesforce CRM Tool
Corporate Relationship Manager
HSBC Bank
11.2021 - 12.2022
- Multinational segment. International customers with subsidiary brunch in Argentina. Develop a close relation with Global Relationship Managers around the world.
- Collaborated with cross-functional teams to develop customized financial products that addressed the specific needs of corporate clients. Built relationships with customers and community to establish long-term business growth.
- Reaching KPI's in argentina around 100% of increase in terms of liabilities and assets.
- Managed a portfolio customer for a total amount of 1.3Bn in terms of assets and 1.3 bn in terms of liabilities.
- Communicated product quality and market comparisons by creating sales presentations.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Managing topics such as Fx products, investment banking, M&A, KPI's target, elaboration of credit proposals, due diligence, market risks, Retail portfolio customer in a global broker
- Risk management
- Participated in staff meetings to discuss innovative strategies to improve services.
- Excellent communication skills, both verbal and written.
Corporate Banking Associate
HSBC Bank
08.2019 - 10.2021
- Analyzing repaid capacity and risk in portfolio customers, dealing with overdues on financial analysis
- Supporting and accomplishing Compliance requirements, working on credit proposals in order to achieve annual KPIs in terms of assets and liabilities
- Direct back up of Relationship managers in terms if Investment banking, trade, credit proposal, due diligence and market risk topics.
- Listened to customer needs and desires to identify and recommend optimal products.
- Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.
- Enhanced portfolio performance by conducting thorough financial research and analysis.
- Developed financial models to assess potential investments and identify potential risks.
- Worked effectively in fast-paced environments.
- Communicated complex investment concepts clearly, enabling clients to make informed decisions about their portfolios.
- Conducted due diligence on potential investments and presented findings to investors.
Production Support Team Leader
HSBC Bank
01.2018 - 01.2019
- Conducted risk assessments for each project phase, proactively identifying potential obstacles before they became significant challenges.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Team of three people under my leadership.
- Looking for improvements with local and international projects in terms of Due Diligence.
- Led cross-functional teams to execute projects on time, within budget, and with high-quality outcomes.
Individual Periodic Review Team Leader
HSBC Bank
01.2017 - 01.2018
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Led cross-functional teams to execute projects on time, within budget, and with high-quality outcomes.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Developed effective improvement plans in alignment with goals and specifications.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Evaluated customer needs and feedback to drive product and service improvements.
- Team of fifteen people under my leadership.
Periodic Review Analyst
HSBC Bank
05.2014 - 01.2017
- Analyzed and monitored portfolio credit performance against expectations and recommended improvement strategies.
- Implemented new analytical tools and techniques for more effective reviews and assessments.
- Developed credit models to assist in the credit decisioning process.
- Complied with internal controls and government regulations.
- KYC Analysis related with customer risk.
Education
Master of Finance - Corporate Finance
University of CEMA
Argentina 04.2001 -
Degree in accounting - Accounting
University of Buenos Aires
Argentina 04.2001 -
CFA Research Challenge Finalist, 2023 - Finance
CFA Institute
Argentina 04.2001 -
Skills
Python
Operational Excellence Certification
Fintech and technological finance Course - Linkedin Course
Fintech and the transformation in financial services - Coursera certification
Financial Analyst Course - Udemy
Data Analytics Course (SQL & Power BI) - Coderhouse
Financial Analyst Course - Udemy
Websites
Timeline
Account Manager
Libertex Group
01.2023 - Current
Corporate Relationship Manager
HSBC Bank
11.2021 - 12.2022
Corporate Banking Associate
HSBC Bank
08.2019 - 10.2021
Production Support Team Leader
HSBC Bank
01.2018 - 01.2019
Individual Periodic Review Team Leader
HSBC Bank
01.2017 - 01.2018
Periodic Review Analyst
HSBC Bank
05.2014 - 01.2017
Master of Finance - Corporate Finance
University of CEMA
04.2001 -
Degree in accounting - Accounting
University of Buenos Aires
04.2001 -
CFA Research Challenge Finalist, 2023 - Finance
CFA Institute
04.2001 -