Investment Data & Trading Analyst

JOHANA A. GONZALEZ AGUILAR

239-***-**** ****************@*******.***

LANGUAGE SKILLS

Spanish: Native proficiency

EDUCATION

American University, School of International Service Washington, DC

B.A. Economics; B.A. International Studies December 2016

EXPERIENCE

Jesmart Investments Sarasota, FL

Owner / Independent Trader January 2024-Present

Conduct daily analysis of equity markets and major indices including the S&P 500, Nasdaq, & Russell 2000

Develop short-term trading strategies based on risk management principles, market structure, and data driven decision making

Track and evaluate market performance trends to continuously refine trading strategies and decision-making processes

HarbourVest Partners Boston, MA

Data Office Assistant March 2019 - October 2023

Managed the calendar for 5 directors in the Portfolio Data Analytics department

Oversaw the departments expense reports and managed the annual subscription budget of $1 Million

Accurately entered quarterly data into proprietary databases

The North Face Boston, MA

Sales Associate September 2018- January 2019

Assisted customers in selecting the appropriate apparel and accessories to meet their needs

Provided knowledge and advice on product features, benefits and quality

Promoted sales and ensured the store met it sales goals

Processed customer transactions and ensured accuracy of all sales records

Cambridge Associates Arlington, VA

Junior Investment Operations Associate—Private Investment Data Team August 2017 – August 2018

Studied financial statements and cash flow notices of 100+ private investment firms across various asset classes to track client’s investment portfolio

Fielded internal Private Investments Data Team request in-box with the highest degree of customer service and professionalism

Created private investment management fee and carried interest reports for 70+ C A clients

American University Housing and Dining Program Washington, DC

Resident Assistant August - December 2016

Cultivated a safe and inclusive residential community through intentional programming

Served as a peer mentor and adviser for 78 residents

Collected information and submitted thorough incident reports for a wide range of residential situations

Desk Receptionist August 2014 - May 2015

Upheld exceptional customer service to ensure resident’s needs were met

Performed receptionist duties such as answering phone calls, maintaining key logs, etc.

Monitored building security

State of Illinois European Office Brussels, Belgium

Trade Assistant August - December 2015

Assisted an American small enterprise based in Illinois find distributors in the Italian market

Researched the green technology industry in the State of Illinois

Communicated with various points of contact across the European Union to update the internal client directory database

My Father’s House Foundation Cape Coral, FL

Community Outreach Intern July - August 2015

Created a marketing plan to expand the “Sponsor a Child” program

Created and updated a sponsorship database

Helped in the Kissa thrift store with retail organization

School of International Service Practicum Program Washington, DC

Experiential Learning Coordinator August 2013 - May 2014

Managed a graduate practicum program application process

Managed the graduate practicum program email account to respond to students, faculty and staff questions

Performed budget management and administrative tasks such as coordinating event logistics

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