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Master of Science in Finance Student

Rochester, New York, United States
May 08, 2019

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SIMON BUSINESS SCHOOL, University of Rochester – Rochester, New York Dec 2019 Master of Science in Finance (a STEM – Certified program) (Available to start work in June 2019) Fulbright Scholar / Merit Scholarship Recipient / Dean’s List: Fall 2018 and Spring 2019 / GPA: 3.8

UNIVERSITY OF WARWICK – Coventry, United Kingdom July 2015 Bachelor of Economics (Full-year exchange program focused on Finance) Quality Mobility Among Countries Award from Spanish Service for the Internationalization of Education

POMPEU FABRA UNIVERSITY - Barcelona, Spain July 2015 Bachelor of Economics

Outstanding Student Award (2014-2015) / Top 5 Student over 300 Students / GPA: 8.8/10


SIMON SCHOOL VENTURE CAPITAL FUND – Rochester, New York Junior Analyst Oct 2018 – Present

• In-depth due diligence and SWOT analysis in the raw materials and royalties industries using tools such as IBISWorld and Bloomberg to analyze and present potential investment opportunities ANDBANK – Escaldes – Engordany, Andorra July 2015 – Dec 2017 Management Planning Analyst July 2017 – Dec 2017

• Designed a new document manager which increased the efficiency of information systems, administrative procedures, and controls by 50% within the company over a 6-month period

• Coordinated meetings with bank departments to develop and implement transverse projects

• Led and presented a project to improve the detection and management of regulatory compliance, coordinated with teams to understand pain points and suggest recommendations, leading to 80% improvements in TAT

• Assessed, inspected, wrote and approved more than 50 global policies, technical standards, and procedures

Back – Office Technician July 2015 – Aug 2017

• Implemented process changes based on back-office insight and consumer feedback that increased profit margins by accelerating the transfer of securities by 75%

• Collaborated with the IT department to create automated processes for daily securities transfers and liquidate Corporate Actions events while coached and assisted both operations. Led the process from inception to implementation, helping over 1000 clients by improving transaction efficiency by 30%

HOTUSA – Barcelona, Spain

Junior Accountant July 2014 – Aug 2014

• Created and presented reports for the CEO regarding the analysis of weekly production within all hotels

• Created manuals to clarify reporting task, enhancing employee understanding of company guidelines BANCA PRIVADA D’ANDORRA – Escaldes – Engordany, Andorra Fund Management Department Intern July 2013 – Aug 2013

• Advocated for automated processes to calculate net asset values of funds

• Organized and collected relevant documentation for the department and Andorran Financial Authority ASSETS AND INTERESTS

• Languages: Spanish and Catalan (native languages), English (proficient), French (conversational)

• Technical Skills: Terminals - Bloomberg, Allfunds, Fundsettle, and BNY Mellon; MS Office Suite; VBA

• Leadership: Speaker at the Erasmus + 2016 Dissemination Days from SEPIE

• Publications and Projects: “The AIM: A Finance Alternative for Small and Medium Size Enterprises” – April of 2017 at Catalan Association of Accounting and Management; “Tax Loss Harvesting with ETFs” – School Project

• Community Work: Spanish teacher and Ocean clean-up crew member in Australia; Member – Net Impact

• Courses: Financial Markets by Robert J. Shiller (GPA: 9.2/10); Financial Modeling courses

• Interests: Traveled more than 20 countries; Advanced Open Water Diver; CrossFit enthusiast; National slot car racing champion; Ukulele player

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