Executed buy/sell orders for PAM, MXE, and MITLA funds, developed an investment suggestion rating system, supervised daily portfolio valuation and diversification, automated operations, developed a manual...

Executed buy/sell orders for PAM, MXE, and MITLA funds, developed an investment suggestion rating system, supervised daily portfolio valuation and diversification, automated operations, developed a manual...

Led Legal, Tax Accounting, and Fiduciary Committees to organizational objectives, implemented CONDUSEF API protection tests, designed a national macro-survey and sectorial training plan, and planned sector...

Developed stress models for CNBV reports, managed regulatory compliance and CHRIV system updates, created and maintained daily UAIR reports, responded to internal and external audits, and presented projects...

Recovered $2MM in ongoing legal claims, supervised monthly income and expense flows, managed budgets for legal processes, and handled client billing and receivables.

Recovered $2MM in ongoing legal claims, supervised monthly income and expense flows, managed budgets for legal processes, and handled client billing and receivables.

Implemented retail scoring project and database merging improvements, addressed internal audit and Bank of Spain requirements, developed operational continuity manuals, and identified guarantees with Internal...

Organized the Research Challenge and Charter Recognition Event, coordinated presentations with AMIB and Vanguard, supervised Mock Exams at ITAM, and managed budgets for corporate courses.

Managed accounts, expenses, and accounting income, developed fiscal stimulus documentation for a cinema project, and followed up on company incorporation in Luxembourg.

Organized the Research Challenge and Charter Recognition Event, coordinated presentations with AMIB and Vanguard, supervised Mock Exams at ITAM, and managed budgets for corporate courses.

Created automated risk event quantification processes, developed executive policy presentations, and built databases and statistical models for risk events.

Developed custom reports for over 66 institutional clients, followed up on special projects, and delivered consolidated asset reports for new generic projects.

Implemented comprehensive risk management for 18 investment funds and 38 institutional portfolios as per CNBV, administered risk positions and intraday operations, developed benchmarks and proposals for...

Managed capital for construction, established administrative controls, managed office owner accounts and supplier payments, created financial reports with projections, and drafted condominium and construction...

Managed investments and expenses of 3 accounts, monitored World Bank credit lines, controlled university capital portfolios, designed education credit system for payments, and trained 80 university st...

Tracked and analyzed monthly progress in 7 states, compared results with nationwide goals, produced financial and macroeconomic reports for secretariat programs.

Monitored investment and capitalization reports, managed restructuring with investment units, implemented collection programs, and negotiated settlements of bad credits.