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Manager Microsoft Office

Fort Lauderdale, Florida, United States
February 08, 2018

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Kevin Pena

***** ** **** ** *******, FL ***** 305-***-****


Florida International University Miami, FL

Bachelor of Business Administration July 2017

Major: Management, Certificate: Bloomberg Market Concepts

GPA 3.4/4.0


Fitzroy Investment Advisors Miami, FL

Investment & Reporting Analyst August 2017-Current

Prepare and present monthly client portfolio reports for both internal and external distribution. Synthesize market data to help develop customized portfolio strategies and asset allocation proposals utilizing the Firm’s resources.

Monitor portfolio performance of assigned clients; assist the investment manager on quarterly rebalancing of portfolio’s.

Conduct due diligence on current managers as well as potential new prospected managers; successfully oversaw the onboarding process of the firm’s biggest manager to date, manages $7 Billion in assets.

Contact custodian banks to execute trade orders after receiving authorized approval from the client. Work with the consolidation manager to input relevant monthly data from custodian bank statements into client consolidation database.

Banco Santander Private Bank Miami, FL

Risk Management Analyst Intern May 2017-August 2017

Calculated Value at Risk (VaR) modeling analysis using Microsoft Excel to measure and quantify level of financial risk within the firm’s investment portfolios. Monitored portfolio credit lines and assess risk of near defaulting accounts.

Daily correction of price verification for government bonds, treasury bills, equities, funds, and foreign exchange rates traded using Asset Control Management System on Bloomberg Terminal.

Provided monthly presentations to senior management on departmental benchmarks as they pertain to federal monthly risk requirements. Identified, implemented, and reported key risk reporting methodology for high risk positions. Employed proper Volcker rules to regulate and prevent speculative investments.

Conducted due diligence research on company’s annual reporting’s including evaluating financial statements, risk positions, mergers & acquisitions, and industry analysis.

EquityOne Real Estate Trust Miami, FL

Lease Administration Associate October 2016-April 2017

Collaborated with property accountants in recording tenant financials and invoices. Analyzed legal documents for properties purchased/acquired.

Prepared and coordinated bid proposals, service contracts, and approved invoices for property managers.

Conducted market research on current portfolio properties including rent/sales rates and occupancy data.


Pi Kappa Phi fraternal Greek member; Captain of intramural basketball team. Accomplished a goal of fundraising over $3,000 for our non-profit organization “The Ability Experience”; led a group of teams to friendship visits at local schools which help children with disabilities.

Ambassador of “Startup FIU” where young entrepreneurs come to meetings that provides skills training, entrepreneur coaching, private workshops, and additional networking resources.


Languages: Fluent in Spanish

Computer Skills: Microsoft Office proficiency in (Word, PowerPoint, Excel, Outlook), Bloomberg, Zephyr, Style Advisor

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