Analyst/Sales

Luis Felipe Barrios *** NE **th Street #****, Miami, FL 33137 305-***-**** ***********.*@*****.***

EDUCATION

University of Miami, Coral Gables, FL May 2007

Bachelor of Business Administration,, Management major, Finance and French minors; GPA 3.1

• University of Miami Soccer Club

• Entrepreneurship Club

EXPERIENCE

Intlmove LLC, North Miami Beach, FL

International Moving Specialist August 2009 - Present

• Market international consumer shipping and transport services to new and existing client accounts.

• Negotiate client pricing on shipping contracts.

• Coordinate service execution including pick up, ocean freight and destination logistics.

• Increase sales volume by contacting 40-50 current and prospective clients on a daily basis.

• Monitor and analyze competitive product offerings and marketing strategies.

Guggenheim Partners LLC, Miami, FL

Portfolio Analyst May 2007 – July 2009

• Monitor and rebalance client account asset allocations to optimize investment performance.

• Perform in depth client portfolio and fund analyses utilizing Ibbtoson and Petrac software.

• Create monthly client presentations, customized reports and new business proposals in Microsoft Excel and Power Point.

• Communicate with global investment managers through onsite meetings and correspondence to perform operational due diligence.

• Sole responsibility for writing monthly and quarterly economic commentaries for client distribution in both English and Spanish.

• Build and implement innovative reporting platform to enhance portfolio evaluation and client reporting by introducing new analytical software.

• Provide fundamental support in all phases of client service and account maintenance.

Product Development Analyst Internship September 2006 – May-2007

• Supported account manager on client presentations and proposals.

• Updated and distributed daily market reports to sales and product development departments.

• Researched and analyzed investment manager performance.

• Managed multiple tasks and deadlines throughout the day.

Merrill Lynch Latin America, Coral Gables, FL

Financial Advisor Internship Summer 2006

• Assisted Financial Advisor with product selection and allocation of client portfolios.

• Researched and evaluated performance of international equity and fixed income funds focusing on Asia and Eastern Europe.

• Interacted with clients, business partners and various departments throughout the firm on a daily basis.

• Collaborated with Financial Advisor on securities analysis projects including government securities and emerging markets.

The Advanz Companies, LLC, Forex Market System Developer, Miami, FL

Commercial Assistant March 2005 – April 2006

• Assisted Marketing Manager in all aspects of firm marketing efforts.

• Supported sales team with account maintenance and relationship building for international client base including European, Asian and South American markets.

• Generated leads and closed sales with clients from Latin America and Asia.

• Conducted product awareness and market penetration campaigns.

• Created and developed promotional strategies to launch system products and services.

KAYLU Sociedad Anonima, Clothing Stores, Santiago, Chile

Manager September 2003 – January 2004

• Supervised a team of four sales associates.

• Interviewed and hired new employees.

• Perform buyer function in procuring merchandise and managing inventories.

• Created and implemented marketing strategy including advertisements and promotions.

University of Miami, Continuing and International Education Department, Coral Gables, FL

Academic Advisor Assistant August 2002 – May 2003

• Advised students in program and course selection.

• Created student reports in Microsoft Access, Excel, and Word.

ADDITIONAL COMPETENCIES

Proficient in Microsoft Office, advanced knowledge of Excel and Power Point; Bloomberg; Ibbotson Analytical Software; Pertrac Analytical Software; Minitab; Tradestation, Advanz Auto4x; Wealth Management Station; Microsoft Publisher; fluent in Spanish and advanced knowledge of French, Former Fourth Chair violin player for the Palm Beach Florida Orchestra.

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