Investment and Client Solutions Professional

I monitor investments, exposures, and performance while ensuring risk remains within defined limits.

I analyse losses, drawdowns, and concentration risk, prepare regular management reporting, and coordinate with financial partners.

I delivered more than 90 institutional RFP, RFI, and DDQ responses for an investment platform with more than €19 billion in assets.

I coordinated Sales, Investment, ESG, Compliance, Risk, and Middle Office contributors under tight deadlines. I maintained reusable proposal content in Dasseti, CENTRL, and Loopio and converted complex information into client-ready answers.

I researched and valued more than 50 listed companies across European, US, and Asian markets.

I monitored a €22 million institutional portfolio, contributed to a cumulative five-year performance of +56.5%, produced investment notes, and tracked portfolio, sector, and macroeconomic risks.

I advised international premium clients in a luxury retail environment.

I managed sales targets, inventory activities, and customer loyalty initiatives.

I supported internal-control activities through expense mapping, budget monitoring, variance analysis, and reporting.

This role strengthened my financial controls, reporting, and analytical capabilities.

I supported department operations, sales, inventory monitoring, cashiering, and customer service for more than one year.

I contributed to day-to-day operational coordination and customer-facing service delivery.

I supported accounting and financial analysis activities during a finance internship.

I contributed to IFRS reporting and KPI monitoring.

Executive Master in Quantitative Finance.

Master's degree in Commodity Trading and Asset Management.

Dual bachelor's degree in Economic Engineering and Data Analysis.

Bachelor's studies in Economics and Management and Hispanic Studies.

Summer school coursework in Investment Banking and International Finance.