Carlota Buassa
Lewiston
Summary
Banking and Capital Markets professional with 10+ years of experience in investment banking, client relationship management, and financial operations. Expertise in securities trading, portfolio management, and risk analysis. Proven track record of supporting investment decisions and managing high-value client portfolios. Additionally, volunteer experience supporting community services, including kitchen assistance and facility maintenance at Trinity Jubilee Center.
Overview
14
14
years of professional experience
11
11
years of post-secondary education
Work History
Volunteer
Trinity Jubilee Center
Lewiston
01.2026 - Current
- Kitchen
- Organization
- Cleaning
- Assisted in meal preparation for community
- Maintained cleanliness and order in kitchen and dining areas.
- Communicated effectively with diverse groups to foster inclusivity.
- Collaborated with other volunteers to create a positive work environment.
- Provided assistance to staff in the daily operations of the organization.
Capital Markets Technician
Angolan Investment Bank
Luana
07.2021 - 09.2025
- Execute stock exchange transactions ensuring accuracy and regulatory compliance
- Develop investment proposals for securities (TVM)
- Manage account openings (CEVAMA) and client onboarding processes
- Perform portfolio valuation and pricing for available-for-sale securities
- Support investment fund operations and proprietary portfolio management
- Conduct bank reconciliations and financial controls
Corporate Client Manager
BAI Angolan Investment Bank
Luanda Angola
03.2014 - 06.2021
- Managed portfolio of corporate clients, maintaining strong business relationships
- Identified client needs and delivered tailored banking solutions
- Increased client engagement through consistent service and support
- Oversaw account management and onboarding processes
Accounting Technician
TDA Teixeira Duarte Automoveis
Luanda
04.2012 - 09.2013
- Processed invoicing and managed collections activities
- Supported accounting operations and financial reporting
- Delivered customer service support related to financial transactions
Education
Post-Graduate Certificate - Finance Products And Risk Management
FIA Administration Institute Fundation
São Paulo, Brazil 04.2017 - 05.2019
Bachelor of Economics - Economics
CIS Social Sciences Superior Institute
Luanda , Angola 03.2009 - 12.2013
IMEL Luanda Economic School
Luanda , Angola 02.2005 - 12.2008
Skills
- Team collaboration
- Effective communication
- Conflict resolution
- Teamwork and collaboration
- Capital Markets Operations
- Securities Trading & Portfolio Management
- Financial Analysis & Risk Management
- Client Relationship Management
- Microsoft Office (Excel, Word, PowerPoint)
- SAP (Basic)
Languages
Portuguese
Native/ Bilingual
Timeline
Volunteer
Trinity Jubilee Center
01.2026 - Current
Capital Markets Technician
Angolan Investment Bank
07.2021 - 09.2025
Post-Graduate Certificate - Finance Products And Risk Management
FIA Administration Institute Fundation
04.2017 - 05.2019
Corporate Client Manager
BAI Angolan Investment Bank
03.2014 - 06.2021
Accounting Technician
TDA Teixeira Duarte Automoveis
04.2012 - 09.2013
Bachelor of Economics - Economics
CIS Social Sciences Superior Institute
03.2009 - 12.2013
IMEL Luanda Economic School
02.2005 - 12.2008