Allan Rodriguez Email and Phone Number
BSc in Economics, with experience in financial analysis, investment research and high-volume data management. Advance Excel and Power BI skills with experience updating financial models, data-entry, KYC, accounting and bilingual customer service expertise. Team player, self-starter, data analyst, detail and results oriented, with strong problem-solving and quick-decision making skills.
Acuity Knowledge Partners
View- Website:
- acuitykp.com
- Employees:
- 2809
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Investment Research - AssociateAcuity Knowledge Partners Aug 2022 - Present• Support sell side analysts from the on shore team, who are part of the research department of one of the top investment banks worldwide, by meeting their financial and qualitative information requirements across multiple sectors.• Follow global industries/markets and analyze multinational companies to enable our clients to make sound investment decisions.• Independently conduct background research and document the findings and conclusions in the form of investment research reports.• Build, update, and maintain financial models.• Update periodical reports and manage databases.• Analyze macroeconomic, sector, and summarize news.• Other Research: Researching technical publications, regulatory frameworks, and analytical research.• Market Analysis: Sourcing of market data such as share prices, currency rates, ratios from multiple third-party data sources. -
Data Entry SpecialistAya Healthcare Feb 2021 - Jul 2022• Efficiently enter payroll data into the payroll system ensuring quality and dead line requirements are met in order to comply with clients and company expectations.• Analyze entried data and make any required correction and avoid negative impact to the business.• Coordinate with Payroll team for correct execution of payments obligations.• Verification and processing of contractual and personal documents according to KYC requirements. -
Data Analytics AssistantUniversidad Nacional De Costa Rica - Campus Sostenible Feb 2019 - Nov 2020• Assistant in charge of the extraction and analysis of data related to gas emission factors within the university campus, using Excel and Power BI tools.• Analysis of projects related to carbon-neutral, climate change and management of natural resources policies within the campus and create presentations for academic purposes.
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Professional InternshipMideplan Costa Rica Jul 2020 - Sep 2020Data-mining and analysis of public employment records to elaborate new proposals to the Public Employment Project promoted by the government, using Excel tools.
Allan Rodriguez Education Details
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Economics
Frequently Asked Questions about Allan Rodriguez
What company does Allan Rodriguez work for?
Allan Rodriguez works for Acuity Knowledge Partners
What is Allan Rodriguez's role at the current company?
Allan Rodriguez's current role is Investment Research Associate.
What schools did Allan Rodriguez attend?
Allan Rodriguez attended Universidad Nacional.
Who are Allan Rodriguez's colleagues?
Allan Rodriguez's colleagues are Roshith Krishnan R, Rosy Jain, Deepak Potnuru, Vikas Kumar, Cma Priya Chaurasia, Milan Sinha, Jeetendra Prakash, Cfa.
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