Adriana Futryk
Atlanta,GA
Summary
Investment Management Professional , excelling in investment strategy development and business growth. Expert in fixed income analysis and adept at fostering client relationships. Recognized for driving performance improvement and achieving revenue targets through strategic leadership and investment advisory.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Product Distribution Financial Manager
Nippur - Investments XP Bank
Remote, Brazil
01.2025 - Current
- Distribution of monthly investment strategies to the team.
- Monitoring those responsible for distribution and reporting to leaders.
- Weekly meetings with leaders.
- Training of those responsible for distribution.
- Created analysis reports highlighting business issues, potential risks, and profit opportunities.
- Analyzed financial performance data to identify trends and develop forecasts.
Fixed Income Analyst
Nippur - Investments XP Bank
Remote, Brazil
03.2024 - Current
- Monitored changes in the macroeconomic environment that may affect fixed income markets.
- Assessed the company's investment potential by examining historical trends.
- Utilized financial analysis to prepare plans of action.
- Conducted research on a variety of bonds to determine suitability for client portfolios.
- Provided guidance on hedging strategies to limit interest rate volatility exposure in portfolios.
- Analyzed budgets and implemented action plans to rectify issues.
- Executed trades for purchase or sale of bonds based on analysis of economic conditions, industry trends, and other factors.
Fixed Income Manager
Únimo - Investments XP Bank
Curitiba - Paraná, Brazil
08.2021 - 02.2024
- Monitored changes in the macroeconomic environment that may affect fixed income markets.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Analyzed business performance data and forecasted business results.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Developed and implemented strategies.
- Created monthly reports for senior management summarizing operational performance metrics.
- Structured financial packages based on capital needs of clients and current market conditions.
- Award among the ten best operations in Brazil for two consecutive years.
Development Manager
GWX - Investments XP Bank
Brasilia - Distrito Federal, Brazil
03.2018 - 07.2021
- Managed the full project lifecycle from concept through delivery, ensuring alignment with business objectives.
- Ensured compliance with industry standards, regulations, and best practices in all development activities.
- Conducted market research to identify new business opportunities and areas for product development.
- Developed and implemented strategic plans to achieve revenue targets and business growth.
- Created and developed areas within the company.
- NPS control and monitoring.
High Income Relationship Manager
Santander Bank
Brasilia - Distrito Federal, Brazil
04.2015 - 03.2018
- Developed strategies to attract new customers while retaining existing ones.
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
- Customer service for diplomats residing in Brazil, and international organizations.
- Opening a foreign currency account and closing foreign exchange transactions.
- Sales of banking products and services.
- Carrying out periodic visits to embassies and events.
Business Account Manager
Itaú Bank
Curitiba - Paraná, Brazil
10.2010 - 03.2013
- Managed a portfolio of accounts by providing personalized service to companies.
- Participated in networking events in order to generate leads.
- Monitored account activity regularly.
- Resolved customer complaints regarding sales and service.
- External visits to customers.
Trainee
Bank of Brazil
Curitiba - Paraná, Brazil
05.2010 - 09.2010
- Monitoring and directing the database, developing human resources activities, and optimizing daily routines.
Education
Graduation - Business Administration
Dom Bosco
Curitiba - Paraná - Brazil07.2021
Skills
- Investment management
- Business development
- Yield curve analysis
- Trading strategies
- Credit risk assessment
- Investment strategy development
- Fixed income analysis
- Analyzing performance
- Investment advisory
Certification
- CPA 10
- CPA 20
- ANCORD
Personal Information
- Age: 34
- Date of Birth: 06/15/90
- Nationality: Brazilian
- Marital Status: Married
Accomplishments
- Fixed Income Award fifth place in Brazil 2023.
- Fixed Income Award seventh place in Brazil 2024.
Languages
English
Professional
French
Elementary
Portuguese
Native/ Bilingual
Additional Information
One month English Course - School Of Canadá - 2009
Timeline
Product Distribution Financial Manager
Nippur - Investments XP Bank
01.2025 - Current
Fixed Income Analyst
Nippur - Investments XP Bank
03.2024 - Current
Fixed Income Manager
Únimo - Investments XP Bank
08.2021 - 02.2024
Development Manager
GWX - Investments XP Bank
03.2018 - 07.2021
High Income Relationship Manager
Santander Bank
04.2015 - 03.2018
Business Account Manager
Itaú Bank
10.2010 - 03.2013
Trainee
Bank of Brazil
05.2010 - 09.2010
Graduation - Business Administration
Dom Bosco
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