Main Responsibilities of a LATAM Market Analyst at Global Bank
Maria's rotational program at Global Bank exposes her to diverse responsibilities, ranging from managing "day-to-day investments" in treasury to developing "long-term solutions" for corporate and institutional clients in the LATAM market, including FX sales and hedging strategies. This multifaceted experience provides Maria with valuable insights into various aspects of financial markets and client interaction.
Finance, Foreign Exchange (FX) Trading, Financial Analysis, Client Relations, International Business
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Maria Pia Lopez
LATAM Market Analyst
Global Bank
Universidad del Pacifico, 2019
MBA Class of 2025 UCLA Anderson
Economics
Finance (Banking, Fintech, Investing)
Data and Analytics
International Student
Video Highlights
1. Maria's rotational program provides diverse experiences in areas like treasury, FX corporate sales, solutions, and investor sales.
2. Her responsibilities vary depending on the rotation, encompassing tasks such as managing bank liquidity, interacting with corporate and institutional clients, and developing long-term financial solutions.
3. The program offers exposure to different aspects of the financial industry, including FX markets, client interaction, and hedging strategies.
Transcript
What are your main responsibilities within your current role?
I'm part of a rotational program where I rotate through four different areas every six months. My responsibilities vary depending on the area.
One area is treasury, specifically in the FX market. Here, my responsibilities involved monitoring the bank's liquidity and making day-to-day investments to ensure it had a gain from one day to the next. It was more about managing the bank's immediate liquidity.
Then, when I moved to FX corporate sales, my role involved daily conversations with corporate clients, such as large companies in Peru and Latin America. We discussed their needs, like whether they wanted to buy or sell dollars.
It was about interacting with clients, informing them of the current exchange rates, and executing operations with them.
In the solutions area, the focus was on providing long-term solutions for clients. This meant finding financial instruments to hedge their exposure. For instance, a client in the corn industry might need a hedge against exchange rate volatility if they import materials. The goal was to identify financial solutions for hedging opportunities.
Finally, in investor sales, a role similar to corporate sales, I interacted with clients to offer exchange operations. However, these clients were institutional, like insurance companies that needed to buy large quantities of dollars or Peruvian currency for their daily operations.
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