Daniel Elias
Miami
Summary
Economist with a degree from the University of Lima and a proven track record in the Peruvian financial sector. Demonstrated expertise in enhancing profitability and ensuring financial stability. Known for a collaborative spirit, proactive problem-solving skills, and a strong ability to drive team success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Sales Trader
Banco Interamericano de Finanzas - BANBIF
Lima
07.2017 - Current
- Develop relationships with corporate clients through regular contact via phone or email.
- Implement strategic tactics to optimize profits by directing attention towards a specialized portfolio of approximately 200 clients for quoting exchange transactions in Spot USD/PEN, EUR/USD, and other G10 currencies.
- Responsible for quoting Non-Delivery and Full-Delivery Forwards, as well as short and long synthetic loans.
- Quote overnight, fixed-term, and synthetic deposit rates.
- Hedge positions in G10 currencies while executing trades with clients.
- Monitor markets, assess economic data and news releases, and adjust trading strategies accordingly.
Corporate Banking Analyst
Banco Interamericano de Finanzas - BANBIF
Lima
07.2015 - 12.2017
- Managed direct attention to a portfolio of 50 corporate clients and established direct connection with most bank departments.
- Negotiated and offered a range of products including Letters of Guarantee, Leasing, Working Capital Loans, Medium-Term Loans, Factoring, among others.
- Elaborated necessary business proposals for the validation of lines as per clients requirements
- Introduced new product lines and clients to the executive committee through presentations, client visits, financial analysis and cross sell proposals
- Successfully achieve diverse monthly corporate targets including direct and indirect placements, sight deposits, supplier payments, client engagement activities, foreign exchange operations, and other objectives.
Risk Intern
Banco Continental BBVA
Lima
01.2014 - 04.2015
- Classified non-retail banking according to Perú's Superintendence of Banking and Insurance regulations
- Conducted customer analysis to determine provision allocation
- Standardized financial statements
- Supported in projects such as portfolio sales.
- Validated customer ratings.
Corporate Banking Intern
Banco de Crédito del Perú
Lima
01.2014 - 08.2014
- Direct attention to customers in the portfolio regarding bank transfers, remittances, credit cards, affiliations, check issuances, account deposits, request confirmations, etc.
- Developed necessary business proposals for line revalidation based on client requirements
- Provided support to corporate analysts in carrying out essential business operations such as pricing, disbursements, tracking lost operations, and generating reports.
Education
Degree in Economics -
Universidad De Lima
Lima01-2016
Primary And Secondary -
Colegio San Francisco De Borja
Lima01-2009
Skills
- Sales Strategies
- Client Management
- Derivatives trading
- Performance Tracking
Areas Of Interest
- Finance
- Risk
- Investment
Certification
- Advanced English - Asociación cultural Peruano Británico. (2007 - 2009)
- Microsoft Office - Cibertec (2010)
- Advanced Microsoft Excel - Universidad Nacional de Ingenieria (June 2014)
- Bloomberg Fx Certification - Bloomberg (July 2015 - Novembre 2015)
- Financial Statement analysis - Tecnológico de Monterrey (May 2016)
- Diploma in Corporate Finance – Universidad del Pacífico (Oct-17/Apr-18)
- CFA I Level Passed - CFA Institute (May 2023)
- English conversation program (Intermediate I) - ICPNA (July 2024)
Languages
Spanish
First Language
English
Advanced (C1)
C1
Portuguese
Elementary (A2)
A2
Affiliations
- Premios Bravo 2022 - Given to bank best performers of the year
- Premios Bravo 2019 - Given to bank best performers of the year
Accomplishments
- Student Representative in a national mathematics competition (2005 - 2006)
- Basketball player at Circolo Sportivo Italiano and Club Naval (2005 - 2009)
- Class Delegate for various courses throughout my degree program (2010 - 2014)
- Served as an advisor for the Lima Stock Exchange competitions at the University of Lima (2013, 2014, and 2015)
- Invested in the Foreign Exchange Market (FX Market) (2013 - 2015)
- Promoted from Assistant in Corporate Banking to Analyst in Corporate Banking (Aug-16)
- Economist Degree with Distinction (Nov-18)
- Personal Business (Jun-19/Mar-21)
Hobbies and Interests
- Reading daily news: Reuters, Bloomberg, CNBC
- Sports: Soccer, Basketball, tennis
Recommendations
- Jessica Parro, Jparro@banbif.com.pe, Corporate banking relationship manager– Banco Interamericano de Finanzas
- Fernando Lancho Ferreyra, Flancho@banbif.com.pe, Corporate Banking Manager - Banco Interamericano de Finanzas
- Daniela Corro Urbina, dcorro@banbif.com.pe, Head of Distribution Sales - Banco Interamericano de Finanzas
Timeline
Senior Sales Trader
Banco Interamericano de Finanzas - BANBIF
07.2017 - Current
Corporate Banking Analyst
Banco Interamericano de Finanzas - BANBIF
07.2015 - 12.2017
Risk Intern
Banco Continental BBVA
01.2014 - 04.2015
Corporate Banking Intern
Banco de Crédito del Perú
01.2014 - 08.2014
Degree in Economics -
Universidad De Lima
Primary And Secondary -
Colegio San Francisco De Borja
Similar Profiles
JOHANNA RODRIGUEZJOHANNA RODRIGUEZ
Office Manager at Banco Interamericano De FinanzasOffice Manager at Banco Interamericano De Finanzas
MELINA PIA TAUROZZIMELINA PIA TAUROZZI
Presidenta at Banco Interamericano de Desarrollo-BID/ Asociación de FamiliaPresidenta at Banco Interamericano de Desarrollo-BID/ Asociación de Familia
Allan ArguelloAllan Arguello
Ejecutivo De Ventas Y Servicio al Cliente at Banco De FinanzasEjecutivo De Ventas Y Servicio al Cliente at Banco De Finanzas