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Work Background
JPMorgan Chase & Co.Private Banking Senior Associate
Jul. 2023Miami, Florida, United States
JPMorgan Chase & Co.Investment Banking Summer Associate
Jan. 2022 - Jan. 2022New York, United StatesFinancial Institutions Group
SoftLabsBoard Member
Jan. 2020 - Jun. 2021Bogota,D.C., Capital District, Colombia
BancolombiaWealth Management Associate
Dec. 2016 - Jul. 2021Bogotá D.C., ColombiaResponsible for Grupo Bancolombia´s Investment division covering HNWI and their families .
Work closely with the Head of Sales to articulate business performance, priorities and strategy across my cluster of 65 branch offices in Bogota and consolidate the organization as the market leader.
Generate relevant and concise information for regional manager and senior management, regarding commercial activity and results, in order to assist in the decision-making and strategies for the business. Coordinate the preparation of strategic presentations for senior management
Fostered strong relationships with clients and assessed clients' specific investment needs based on risk tolerance and time horizon.
Evaluated 20+ investment opportunities across various asset classes, conducted detailed financial market analysis, negotiated and discussed with family offices investment managers.
Chaired the investment relationship of local clients with local and offshore accounts. Assets under management: 50m million USD Total annual P/L and goal execution of 106% and 114% in 2018 and 2019 respectively.
Participated in the company's first-ever local REIT IPO placement and collectively raised 59 million USD (goal: 50 million USD). Maintain healthy flow of communication between business management, function leaders, around the cluster to ensure coordination of metrics and planning.
Performed detailed industry analysis, developed financial model, led negotiations to secure acquisition financing terms with two banks, presented opportunities to co-investors – successfully raising investment commitments (NDA 10-18 million range).
Developed client relationships by providing short and mid-term investment alternatives to local medium market and corporate entities. Tailored client’s specific needs to structured products with the objective of maximizing our clients working capital and cash flow.
Credicorp Capital ColombiaCorporate Investment Manager
Sep. 2014 - Nov. 2016BogotaCredicorp Capital is one of the biggest financial service conglomerates in Latam, with offices in 9 countries. Currently trades in NYSE as “BAP”.
Part of the Colombian Sales and trade division that conducted corporate strategic investment advisory for regional HNW individuals and corporate clients. Coordinated and prioritized initiatives from 14 vice-presidencies distributed in 7 different countries in Latin America
Designed and produced strategy reports for managers to use with clients and prospects. Developed number sense from large databases to synthesize reports for local vice president.
Overall annual P/L and goal execution of 112% and 100% in 2017 and 2018 respectively
Spearheaded a monthly 0.4% tax relief for clients by promoting the acquisition of specific financial securities offering tax benefits. Total transactions saved US$ 1m.
Credicorp Capital ColombiaCorporate Banking: Analyst
May. 2014 - Sep. 2014Bogotá D.C., Colombia
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