•Interacted with clients to handle inquiries, delivering insights into portfolio valuations, and effectively showcasing performance metrics•Processed securities purchase and sell orders for client portfolios, ensuring precise execution and prompt settlement•Provided clients with comprehensive guidance on the accurate and timely completion of W-8BEN/W-8BEN-E forms, ensuring adherence to regulatory requirements resulting in shortened processing periods

•Developed weekly market presentations and reports for clients and suppliers, summarizing crucial trends, opportunities, and ongoing transactions•Successfully secured working capital and trade finance solutions, such as lines of credit, factoring facilities, and trade credit insurance to support operations and trade executions•Proactively maintained and managed broker, supplier, and client relationships within the Latin American market

• Appointed by Fund Manager and Faculty Advisors to lead as Industrials Sector Manager• Conducted fixed income research and credit analysis on portfolio holdings belonging to the Industrials Sector, developing a research report on Boeing Co. [NYSE:BA] and issuing a SELL recommendation• Performed equity research and valuation analysis on Tecnoglass Inc. [NYSE:TGLS] through Discounted Cash Flow and Relative Valuation models, issuing a BUY recommendation with a target price of $38.83… Show more • Appointed by Fund Manager and Faculty Advisors to lead as Industrials Sector Manager• Conducted fixed income research and credit analysis on portfolio holdings belonging to the Industrials Sector, developing a research report on Boeing Co. [NYSE:BA] and issuing a SELL recommendation• Performed equity research and valuation analysis on Tecnoglass Inc. [NYSE:TGLS] through Discounted Cash Flow and Relative Valuation models, issuing a BUY recommendation with a target price of $38.83 (30.9% Upside) Show less

• Collaborated with Private Banking Managers in developing and implementing tailored investment solutions for diverse client risk profiles• Gained exposure and understanding of the different fixed income, equity, and alternative investment products offered to Private Banking clients at Bancolombia• Conducted thorough top-down analysis and securities research through the use of Colombian Stock Exchange Platform and Bloomberg Terminal