Maria Paula Duarte

*** **** ******, *** *****, California, 92101

Email: adg4lx@r.postjobfree.com

WORK EXPERIENCE

Bank of America Private Bank

Portfolio Manager Associate

Portfolio Management, Investment Recommendations, Portfolio Design & Analysis

• Responsible for the discovery, analysis, design and oversight of clients' portfolios.

• Manage along Senior Portfolio Manager more than one billion dollars in assets.

• Provide value added analysis that informs the investment decision making process.

• Develop, enhance and implement day to day portfolio monitoring, construction and trade monitoring processes.

• Communicate with clients and partners the range of investment and non-investment solutions appropriate for prospects and existing clients.

• Produce investment policy statements, directed hold/sale letters, and understand the compliance requirements in its entirety including Reg 9, AAM, non-policies, and reaffirmations.

• Prepare meeting materials for potential prospects and clients, whether it be proprietary or system generated.

• Responsible for the first Bank of America Private Bank weekly investment committee meeting. With the purpose of debating current markets, defining portfolio managers actions steps and communication with the clients. Accountant at American Homes for Rent

Staff Accountant

Business Analysis, Critical Thinking, Financial Research Agoura Hills, California

Sept 2015- October 2016

• Conduct monthly/quarterly/annual financial analysis of $2M

+

balance sheets.

• Uncover opportunities in cost efficiency, revenue maximization and budget management through multi-variable analysis of expenditures and capitalizations.

• Developed streamlined financial and accounting processes to facilitate accurate annual auditing.

• Analyzed 100

+

cost centers accurately under highly ambitious timeline laying the foundation for new accounting processes, supporting rapid business growth & eliminating GAAP non-compliance exposure.

• Engineered & implemented efficient corporate accounting amortization process reducing monthly work cycle by 60%. YouTube

Creator of YouTube Videos

Consumer Insights, Entrepreneur, Creativity, Vision, Drive Los Angeles, California

Apr 2011- Current

Leveraged sensitivity and insight in consumer trends to produce highly relevant “how-to” videos growing subscribers from 0 to 15K

+

in just 2 years.

Delivered on all project objectives on time and under budget through successful project management and coordination with producers and creative team.

Designed & implemented a website/blog in a hyper-crowded viewing market successfully capturing new subscribers & increasing their retention rate by 90%.

College of the Desert Tutor

Math and Spanish Tutor

Analysis, Critical Thinking, Training, Creativity, Team Collaboration, Detail Orientation Palm Desert, California

Jan 2012 – Sept 2013

Conducted comprehensive assessments to identify educational gaps driving development of new courses.

Developed customized instructional and tutoring plans greatly enhancing individual learning.

Amplified students’ desire to learn through thoughtful teaching approach such as simplifying complex math concepts.

Nurtured students’ critical thinking skills through teaching creativity & logic-based problem solving.

Conducted rigorous knowledge reviews to identify improvement opportunities increasing average student score by 30%

+.

Designed effective course curriculum & materials to expedite the learning of Spanish, geographic & cultural lessons. Univision Palm Springs- Internship program for academic credit Video Editor and Script Writer

Palm Springs, California

Jan 2012-May 2012

Marketing/Competitive Analysis, Consumer Insights, Communication, Quality Leadership, Action Orientation,

Performed rigorous competitive analysis to evaluate and benchmark effectiveness of creative strategies.

Recommended topics for news broadcast by gleaning insights from consumer interviews & public opinions.

Produced, edited and promoted newscast videos.

Developed and critically reviewed newscaster scripts to ensure accuracy and relevance driving up viewership. San Diego, California

October 2016- Current

EDUCATION

University of California, Los Angeles (UCLA)

Bachelor of Arts, Economics

University College London (UCL)

Study Abroad Program

Relevant coursework: Spatial Planning, Economics of Regulation and Labor Economics. Los Angeles, California

Sept 2013- Sept 2015

London, United

Kingdom

Sept 2014-Dec 2014

College of the Desert

Business Economics Transfer

Dean’s list : Jan 2011-June 2013

ACTIVITIES & VOLUNTEER EXPERIENCE

Palm Springs, California

Jan 2011-June 2013

Bank of America Community Volunteers (BACCV)

Bank of America Private Bank Representative

San Diego, California

January 2017- Current

Purpose: The program is design to offer an open platform for voluntarism. Encouraging employees to volunteer in their favorite charitable causes and nonprofits.

Better Money Habits

Champion

Purpose: To coach nonprofit partners and individuals to develop better money habits. Leadership, Education, Advocacy and Development for Woman (LEAD) Board Member

Purpose: Dedicated group with a commitment to attract and recognize the incredible value women bring to a team.

LANGUAGES & SOFTWARE SKILLS

San Diego, California

September 2017- Current

Languages Software:

STATA: Advance Microsoft Advance Advance

Proficiency Dynamics Proficiency Proficiency

English: Bilingual

proficiency

Spanish: Native Excel: Advance CRM:

• Final

Cut Pro:

• FactSet

Proficiency Proficiency Adobe Advance

Planning volunteer events with the help of different lines of business by setting clear expectations and using resources in our community.

Educate elementary school students about better money habits. Helping students understand business and economics from a young age.

Organize events connecting employees of all backgrounds to promote progress and inclusion.

Support and organize volunteer events around the issues impacting society today, especially women. San Diego, California

January 2017- Current

Yardi: Advance

Proficiency

Premier

Elements:

Proficiency

Advance

Proficiency

HOBBIES/ INTESRESTS

Junto

Toastmasters

Baking

• Dean’s list: Fall 2013

• Relevant coursework: Econometrics, Industrial Economics, Money and Banking.

•

Crossfit

•

•

•

•

•

Contact this candidate