Financial Analyst Markets

JOSÉ ANTONIO SÁNCHEZ AMÉN

Investment Analyst & Advisor

Remote ️ ***********@*****.*** LinkedIn EDUCATION

Yale University – New Haven, Connecticut, United States Financial Markets Certification (January 2025 – May 2025) Universidad Americana de Europa / Institute IBT – Seville, Spain Master’s in Financial Markets & Quantitative Finance (GPA: 3.9) Universidad de Costa Rica – San Pedro de Montes de Oca, Costa Rica B.A. in Business Administration (GPA: 3.8)

WORK EXPERIENCE

Institute IBT – Remote

Investment Advisor & Trading Algorithm Developer / Students Advisor

(January 2024 – March 2025)

Boosted students enrollment by 25% in 6 months via targeted advisory sessions.

Developed and optimized trading algorithms for GBPJPY CFDs, improving strategy efficiency and risk-adjusted returns by 18% through backtesting and market analysis for the 2024 year.

Provided investment advisory and manual trading support, increasing portfolio performance by 12% by leveraging data-driven decision-making and technical analysis for the 2024 year. Adobe – Remote

Financial Customer Service Representative (November 2022 – December 2023)

Assisted clients with billing and subscription optimizations, reducing financial disputes by 30% and improving revenue retention, using data analysis during 3 consecutives quarters.

Identified cost-saving opportunities for corporate clients, contributing to a 12% reduction in unnecessary expenditures by analyzing subscription trends and usage data for the 2023 year. IBM – Remote

Senior Administrative Assistant & Excel Trainer (January 2015 – October 2022)

Optimized executive workflows, reducing administrative workload by 25% on 3 month, through process automation and efficiency improvements using Excel VBA and macros.

Designed and delivered Excel training sessions, increasing employee productivity by 20% with advanced data analysis techniques by the end of the 2020 year, including pivot tables and VBA. Energy Advisors – San José, Costa Rica

Investment Advisor & Commodities Trader (March 2012 – December 2014)

Managed a diversified commodities portfolio, achieving a 15% ROI during a quarter on NYMEX by leveraging market trends, algorithmic trading, and risk management strategies. Skills: Financial Markets Analysis Manual & Algorithmic Trading Risk Management Data-Driven Decision Making Portfolio Optimization Multilingual Support (Spanish, English, Portuguese) Microsoft Excel & VBA Trading Strategies Performance Analysis Interests: Financial Markets, Quantitative Finance, Investment Advisory, Algorithmic Trading, Data Science, Mentorship, International Financial Consulting, Emerging Markets.