Manager Analyst
Resume:
lEIDY SUAREZ
**** *. ***** **. ** Washington D.C., 20016 Cell 571-***-**** *****.********@*****.***
U.S Citizen
September 26, 2013
To whom it may concern:
I completed my International MBA degree, in December 2011, at IE Business School, widely recognized as
one of the world’s top 10 business schools. As an enthusiast for the financial sector and for analytics,
financial investment banking analyst is a career that interests me. Companies’ focus on this market is
remarkable. For me it means boldness, determination, and a vision for development, precisely the attitude
and values I have always tried to instill in my work and education experience.
The current western economic turmoil is a major challenge for institutions as advice and solutions are
becoming more and more critical in a time of risk aversion and extreme volatility. As a result, analyst will
play a big role in providing problem solution strategies for business decision-making. These special
circumstances in these dynamic and rapidly growing markets represent exactly the time and place where I
see myself prospering the most.
I went to graduate school, being drawn to the dimension of the business world, and perhaps a precursor to
discovering my passion. At IE Business School, I worked on many projects involving analysis and international
corporate strategy. Moreover, I undertook an internship at Endesa, Spain’s largest electric utility company, as a
market strategy analyst, where I performed research and analysis on the oil & natural gas industry, competition,
consumers, and international markets.
Thus, the job, as it seems to be presented, seems to be a very good fit for my skills, interests and career path. I
will bring to the position inter-personal skills, problem solving skills, analytical skills, bilingual skills, technical
skills, assertiveness and the ability to cooperate with the team. As an analyst, I will ensure that I support the team
with analyzing data and designing strategic plans, but also that your firm is positioned for growth and increased
profitability. Kindly find my resume attached, which more specifically outlines my work experience, and advise
if we can set up a more formal introduction. Thank you in advance for your time and consideration.
Sincerely,
Leidy Suarez
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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P.S. Willing travel both nationally and internationally.
QUALIFICATIONS SUMMARY
Investment Banking With a vast international experience of living and studying in four
different countries, I bring with me a leadership style that is well
conversant in working with multicultural teams.
International Business
Proven track record in managing challenging projects in a multi-
Development
disciplinary environment, merging together innovative solutions and
technical skills.
Ability to recognize problems, develop recommendations and implement
Business Strategy
strategic solutions, including performance process improvements.
Exceptional knowledge of capital markets, financial instruments,
Data Interpretation alternative investments and the private equity industry.
Working knowledge of the various industries in Europe, Latin America,
and the U.S.
Competitive Analysis
Experienced at researching, and analyzing competitive, industry, &
market environment.
MBA from top business school with an emphasis on finance.
Investment Analysis
Ability to communicate business concepts into technical terms such as:
articulating business issues, resource requirements and technology
Market Research & requirements.
Analysis
Methodical and process oriented with strong attention to detail.
Excellent communication skills oral, writing, listening, presentation
and negotiating.
Portfolio Management
Client focused individual, excellent at building rapport, with a goal of
always providing high-quality customer service.
Acquisitions & Exceptional skills in gathering raw-data, analyzing information, writing
Takeovers reports, and presenting information to C-Executives.
Competent at interpreting information, handling disputes, and providing
effective problem resolution.
Company & Industry
Advanced knowledge of Microsoft Word, PowerPoint, Project, Visio,
Valuations
Excel and pivot tables. Proficient knowledge of SAP, SQL, Hyperion, ad-
hoc, VBA, CRM, ERP and SDLC process.
CORE COMPETENCIES
Business & Data Analysis Customer Relationship Mgt Data Gathering &
Business Strategy Marketing Analysis Interpretation
International Development Research Analysis Prioritizing Projects
Business Development
2
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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Thinking outside the box Analytical Skills
Communicating Effectively Identifying Opportunities Negotiation & Influence
Project Management Problem-Solving Skills
Presentations & Reporting Motivated
Due Diligence Bilingual Skills Global Interest
Planning & Organizing Result-driven/Multi-task
Quick-Learner Quantitative Skills
Decision-maker Cross-functional team
Taking Initiative player & collaborator
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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EDUCATION
IE Business School- World’s Top 7th B-School Madrid, Spain Oct. 2010- Dec. 2011
International MBA; Finance Track; English Program, Exchange Program in Singapore
Recipient of IE Broads Street Scholarship, Goldman Sachs Foundation, Cumulative GPA: 3.3
Strategy and Finance Club Member; Co-Captain of IE Women’s Soccer Club, Midfielder.
Relevant classes: Quantitative Analysis, Macro & Micro Economics, Emerging Markets and the International
Economies, International Finance & Emerging Markets, Globalization & International Business, Strategy Mgt,
Investment Strategy, Corporate Finance, Alternative Investments, Derivatives, Valuation in Practice, Mergers &
Acquisitions, Private Equity.
Internship: Endesa, Market Strategy Analyst Summer Intern Madrid, Spain. July 2011-Sept. 2011
• Performed research analysis on the Spanish and LatAm market trends, including competitors, consumer, economic, political.
• Provided strategic insights on the energy generation mix for LatAm markets: hydro, wind, solar, geothermal, coal, renewable
energy, including an infrastructure project in Central America and the increase of transmission capacity from such project.
• Analyzed LatAm consumption demand, regulations, distribution, generation mix, capacity, (per country)
• Defining the commercial strategy definition for a new international market in coordination with related areas (economic,
marketing, Internet, legal consultancy, etc.): market analysis, business plan, value proposal, etc.
• Assisted consultants in defining, implementing and managing a new communication and sales channel on Internet:
Twenergy.com: social network on internet about energy efficiency. Used quantitative results for marketing analysis.
Marymount University- Bachelors of Science Arlington, VA Aug. 2002-May. 2006
Major: Information Systems Technology, Minor: Marketing
Awarded Magna cum Laude Honors, Cumulative GPA: 3.8
Relevant classes: Statistical Analysis, System Analysis & Design, Decision Analysis, Software Testing &
Documentation, Quality Assurance, SQL Database Technology, Web Development, Data Structures and
Algorithms, Project Management.
Internship: WETA’s Marketing Data Analyst: Colorin Colorado, Spanish-Speaking Media Website.
(Translated websites)
• Gathered and analyzed web trends and used Google traffic analytics to determine website usage, patterns, and end-user behavior.
• Evaluated data and built reports to present to management and IT department on ways to improve web-traffic.
• Proposed webcasts as part of a growth strategy plan after analyzing data of target segments, products and demographics.
EMPLOYMENT
Financial Business Analyst; Seneca One Finance
Investment Broker-Dealer; Structure Finance; Business-Intelligence Group
Washington D.C. Metro. Mar. 2012 – Present
Data & Financial Analysis:
• Analyze impact of credit risks on cash flow models, perform loan analysis, and create sensitivity analysis with various variables.
• Mine data from databases using SQL code, interpret the data and findings into Excel graphs and PowerPoint presentations.
• Develop and evaluate complex financial cash flow models used to price and value deals, requiring NPV and FV calculations.
• Use various discount rates and nominal yield rates to build up various scenarios. Perform statistical significance using accepted
measures such as t-tests and analysis of variance.
• Provide recommendations based on data analysis insights to Director, CFO, and CEO, including KPI and ROI key metrics.
Corporate Strategy & Development:
• Participate in business development activities and contribute to organizational planning, and strategic positioning analysis.
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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• Create operational and financial reports, including Key Performance Indicator reports for presentation to executive committee.
• Directed an outsourcing business model strategy focused on cost efficiency, quality control and marketing expansion.
• Prepare investment proposals to potential lending facilities, while maintaining relationships for better investment negotiations.
Research & Marketing Analysis:
• Research market segment demographics for marketing analysis and competitor’s performance for competitive analysis.
• Manage and maintain the SQL queries for the databases, creating new queries as reporting methodology changes.
• Gather data and interpret statistical models to quantify the incremental revenue generated by marketing activities.
• Role demands strong attention to detail, strong analytical skills and the ability to present material in front of C-executives.
Key Accomplishments
Selected as the analyst to perform research/marketing analysis and technical process improvements.
Managed to automate weekly, monthly and quarterly reports by automatically populating the data, using
SQL queries.
Assisted with designing an outsourcing call center strategy, after a thorough cost analysis, saving the
company expenses by 48%.
EMPLOYMENT (CONTINUED)
Sr. Client Service Associate; Homestead Funds; NRECA
Energy Litigator, with $1.6B AUM
Washington D.C. Metro. Dec. 2008- Oct. 2010
• Identified shareholders’ investor profile and used financial models to provide investment allocation strategies within 401K’s,
pension plans, deferred compensation plans, and the various mutual fund asset classes: fixed income, bonds, and equities.
• Assigned as the liaison in my team to coordinate a project with the IT department on building specifications and functional
requirements for a collective client database, a CRM solution, used Visio to create a flow chart diagram of the SDLC process.
• Managed website content, focusing on growing the firm’s assets under management, increasing asset retention, and increasing
brand awareness. Collaborated with marketing department to initiate campaigns including the write up of prospectuses.
• Supported Marketing manager in mining clients’ raw data into reports used for marketing purposes, used excel and pivot tables to
build the information, which indicated growth changes, proposed marketing strategies in the reports including win-backs.
• Supported Accounting Manager in providing investment at-risk management support, including mutual funds’ NAV analysis,
researched and monitored mutual funds’ NAV pricing models, and distributed reports to portfolio managers and analyst.
• Role demanded the capacity to interact with senior management and the ability to present material in front of executives.
Key Accomplishments
Led team on how to respond accurately to customer inquiries and provided effective problem resolution as needed, regarded as an
expert in resolving the most challenging accounts, earning the merit to work with the Investment Director in multiple projects.
Assisted in retaining 100% of assets from high-net worth shareholders, in the midst of the financial crisis.
EMPLOYMENT (CONTINUED)
Licensed Financial Specialist; Wachovia Bank & Securities
A Wells Fargo Company
Washington D.C. Metro. Aug. 2006- Nov.2008
• Provided counseling to institutions and sophisticated individuals, with portfolios valued at $250,000 to $5 million, in many
financial key areas: Asset Management, Capital Advisory, Small Business, Mortgages and credit cards.
• Analyzed and underwrote the financial strength of individuals and corporations, including the analysis of
financial statements, credit reports, and personal/corporate tax returns, using financial simulations to
analyze future cash flow projections.
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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• Generated $2.15 million principal investment dollars, 189% of my assigned personal goal for 2007, and finishing second out of
twenty-five financial specialists in my market.
• Captured and preserved over $8 million assets in new accounts, 210% of my personal assigned goal for 2007, earning the selection
to train colleagues on sales and rapport-building techniques.
• Analyzed real estate trends and market interest rates, including commercial real-estate, to articulate any loan changes to clients’.
• Role demanded negotiation skills, overcoming objections, team selling approach, closing the sale and asking for referrals.
Key Accomplishments
Obtained NASD Finra Series 6, 63, and VA Life & Annuities Licenses, within four months of employment.
Awarded Financial Specialist Rookie of the year award in Mid-Atlantic for top performance and excellence.
Selected, from over thirty eligible employees, to serve as the market mentor and advocate, to train colleagues on sales and rapport-
building techniques. A distinction typically awarded to managers rather than financial specialists.
PROFILE
• Professional Licenses: Previously licensed in Finra Series 6, 63, VA Life & Annuities, and VA Property & Casualty Insurance.
• Community: Mentor at NVFS (Hispanic Family Services) and Part of IE’s Global Alumni Network.
• Languages: Bilingual in English and Spanish; Introductory level in Portuguese.
• Interests: International Business, Reading, Traveling, Networking, Learning new things, Global affairs, Latin American
culture, Sports, Running, Marathons, Hiking, Volunteering, Charity and Philanthropic event.
REFERENCES
Referenc Candidate's Supervisor's
e1 Name Leidy Suarez Name Randy Stein
Candidate's Supervisor's
Title Financial Specialist Title District Manager
Company's
Name Wachovia Bank Telephone 703-***-****
Date Period 8/2006-11/2008 Email Address *******@*******.***
Referenc Candidate's Supervisor's
e2 Name Leidy Suarez Name Misti Harrell
Candidate's Supervisor's
Title Financial Specialist Title Credit Analyst
Company's
Name Wachovia Bank Telephone 703-***-****
Date Period 8/2006-11/2008 Email Address **********@*****.***
Referenc Candidate's Colleague’s
e3 Name Leidy Suarez Name Kimberly Wilson
Candidate's Colleague’s
Title Financial Specialist Title Investment Analyst
Company's
Name Wachovia Bank Telephone 703-***-****
Date Period 8/2006-11/2008 Email Address ************@*****.**
LEIDY SUAREZ ANALYST, FINANCIAL INVESTMENT BANKING FINANCE
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m
Referenc Candidate's Supervisor's
e4 Name Leidy Suarez Name Beth Civerolo
Candidate's Sr. Client Service Supervisor's
Title Assoc Title Investment Manager
Company's Homestead Funds;
Name Nreca Telephone 703-***-****
****.********@*****.***
Date Period 12/2008-10/2010 Email Address p
Referenc Candidate's Supervisor's
e5 Name Leidy Suarez Name Cindy Dove
Candidate's Sr. Client Service Supervisor's
Title Assoc Title Investment Director
Company's Homestead Funds;
Name Nreca Telephone 703-***-****
Date Period 12/2008-10/2010 Email Address *****.****@*****.****
Contact this candidate