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Work Background
JPMorgan Chase & Co.Investment Analyst, International Private Bank – LatAm
Oct. 2025 - Mar. 2026Geneva, Switzerland• Delivered comprehensive portfolio performance analysis across multi-asset classes including equities, fixed income,
and alternative investments, ensuring alignment with UHNW client investment objectives in the Mexican market.
• Prepared tailored investment proposals, portfolio reviews, and performance attribution reports leveraging
proprietary JPMorgan platforms to support data-driven decision-making.
• Served as a primary relationship management liaison, responding to client inquiries, coordinating follow-up materials,
and maintaining service excellence for ultra-high-net-worth families.
• Collaborated cross-functionally with Investment Specialists, product teams, and risk management to deliver
integrated wealth solutions and ensure portfolio alignment with client mandates.
JPMorgan Chase & Co.Banking Analyst, International Private Bank – LatAm
Jul. 2024 - Oct. 2025Houston, TX• Supported relationship management for two senior bankers overseeing approximately $11.5 billion in AUM, acting as
a key operational liaison and internal resource for a portfolio of UHNW clients.
• Drove revenue growth by contributing directly to year-over-year AUM increases of 35% and 9% across respective
banker books through proactive client engagement and service delivery.
• Served as primary point of contact for four ultra-high-net-worth families, facilitating access to credit facilities,
investment products, and comprehensive wealth advisory services in coordination with internal specialists.
• Managed complex account operations including client onboarding, KYC/AML documentation review, regulatory
compliance checks, and coordination of asset and cash transfers.
JPMorgan Chase & Co.Summer Analyst, International Private Bank – LatAm
Jun. 2023 - Aug. 2023Houston, TX• Facilitated end-to-end client onboarding and account opening for 15-20 clients by coordinating across compliance,
operations, and relationship management teams, reducing service delivery timelines.
• Monitored client account liquidity to ensure sufficient cash reserves for monthly interest obligations and prevent
overdraft situations, supporting operational risk management.
• Assisted with account transfers, closures, and authorization workflows by coordinating access permissions across
internal departments.
Unico Commodities LLCAccounting & Administration Intern
Jul. 2022 - Aug. 2022Houston, TX• Supported due diligence and financial coordination for the acquisition of four retail gas stations across multiple Texas
markets, contributing to transaction execution and reporting.
• Maintained due diligence tracking in Excel and reconciled accounts receivable and payable records, ensuring data
accuracy and audit readiness throughout the acquisition process.
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