Ana Belen Jalixto Romero Email & Phone Number

Lima, Perú

- Monitoring existing company portfolio (ensuring covenants compliance, following up and managing of concern situations about financials, market and social impact, and presenting regular updates on portfolio status).- Support the fundraising team to help draft materials for fund investors.- Assist portfolio and pipeline companies in areas with opportunities for improvement or to access the Fund.- Underwriting and Closing Transactions (preparing internal memos, models, analysis to… Show more - Monitoring existing company portfolio (ensuring covenants compliance, following up and managing of concern situations about financials, market and social impact, and presenting regular updates on portfolio status).- Support the fundraising team to help draft materials for fund investors.- Assist portfolio and pipeline companies in areas with opportunities for improvement or to access the Fund.- Underwriting and Closing Transactions (preparing internal memos, models, analysis to receive approval, analyse and perform due diligence on SEs' financial status, credit, and property evaluations to determine feasibility of granting loans).-Ensure the use of the companies' revolving capital lines. Show less

Lima, Perú

NESsT is an international organization that invests in emerging markets that incorporate innovative business models, technologies and solid environmental practices to generate decent employment and greater sustainable income opportunities for people in vulnerable situations.Main tasks:- Portfolio management and support in technical assistance regarding financial and social impact issues for companies.- New lead origination activities (meetings with managers, intermediaries… Show more NESsT is an international organization that invests in emerging markets that incorporate innovative business models, technologies and solid environmental practices to generate decent employment and greater sustainable income opportunities for people in vulnerable situations.Main tasks:- Portfolio management and support in technical assistance regarding financial and social impact issues for companies.- New lead origination activities (meetings with managers, intermediaries, other impact investors) for the underwriting team.- Evaluation process, proposal development (investment memorandum, due diligence and financial model) and operations closing activities to finalize the disbursement and its incorporation into the portfolio. Show less

Lima, Perú

Main tasks:- Responsible for the transfer of resources for the daily settlement of securities from the Exchange to national (brokerage firms) and international participants (DTCC in the US, Euroclear in Europe and CDS in Canada). - Daily coordination with banks for incoming funds (in addition to prompt problem solving for compliance with participants), negotiation of rates for yielding funds on term deposits, and FX Sales.- Analysis and preparation of accounting notes for the… Show more Main tasks:- Responsible for the transfer of resources for the daily settlement of securities from the Exchange to national (brokerage firms) and international participants (DTCC in the US, Euroclear in Europe and CDS in Canada). - Daily coordination with banks for incoming funds (in addition to prompt problem solving for compliance with participants), negotiation of rates for yielding funds on term deposits, and FX Sales.- Analysis and preparation of accounting notes for the preparation of financial statements. Show less

Provincia De Lima, Peru

Profuturo AFP is one of the four pension fund managers in Peru. It is part of the Scotiabank group, one of the strongest financial institutions worldwide, with 180 years of experience and more than 19 million customers in 55 countries around the world.Main tasks:- I was responsible for the analysis of accounts payable, deferred assets, correction of accounting distortions and bank analysis, as well as supporting management in the preparation of financial statements to meet monthly… Show more Profuturo AFP is one of the four pension fund managers in Peru. It is part of the Scotiabank group, one of the strongest financial institutions worldwide, with 180 years of experience and more than 19 million customers in 55 countries around the world.Main tasks:- I was responsible for the analysis of accounts payable, deferred assets, correction of accounting distortions and bank analysis, as well as supporting management in the preparation of financial statements to meet monthly deliverables to the central company in Canada on time. Show less

Provincia De Lima, Peru

Lima Stock Exchange facilitates the trading of securities listed on it, offering participants (issuers and investors) the appropriate services, systems and mechanisms to invest in a fair, competitive, orderly, continuous and transparent manner.Main tasks:- I was promoted to the Stock Exchange Finance sub-area, where I supported to management in the transfer of resources for the daily settlement of Bolsa securities to national (Broker-dealer companies) and international participants… Show more Lima Stock Exchange facilitates the trading of securities listed on it, offering participants (issuers and investors) the appropriate services, systems and mechanisms to invest in a fair, competitive, orderly, continuous and transparent manner.Main tasks:- I was promoted to the Stock Exchange Finance sub-area, where I supported to management in the transfer of resources for the daily settlement of Bolsa securities to national (Broker-dealer companies) and international participants (DTCC in USA, Euroclear in Europe and CDS in Canada).- Analysis and preparation of accounting notes for the preparation of financial statements. Show less

Provincia De Lima, Peru

CAVALI is the Central Registry of Securities and Settlements, a public limited company in charge of the creation, maintenance and development of the infrastructure of the national securities market.Main Tasks:- Worked in Cavali's stock market accounting sub area, which is in charge of the daily analysis of credit and debt positions for the operations carried out through the different trading mechanisms of the Lima Stock Exchange. - My main task was the analysis and bank… Show more CAVALI is the Central Registry of Securities and Settlements, a public limited company in charge of the creation, maintenance and development of the infrastructure of the national securities market.Main Tasks:- Worked in Cavali's stock market accounting sub area, which is in charge of the daily analysis of credit and debt positions for the operations carried out through the different trading mechanisms of the Lima Stock Exchange. - My main task was the analysis and bank reconciliation of the position of banks to present to the Superintendence of Securities Market and for the presentation of the company's financial statements. Show less

Provincia De Callao, Peru

DELCROSA is a Peruvian manufacturer of transformers (power up to 400MVA and 500kV) and motors, and one of the main contractors of electromechanical projects in Peru.Main tasks:- Support in accounting analysis of accounts payable, registration of documents. - Support to management with the management of import letters of credit, letters of guarantee, coordination with banks for the activation of credit lines.

Lima, Perú

Crediscotia is a financial company of the Scotiabank Group in Peru, specializing in the microenterprise and consumer banking segment.Main tasks:- Prefilter of credit files of clients in the area of Santa Anita and Ate Vitarte in Lima (rating tool, prequalification by income and application registration).- Address to approval table.- Agency disbursement management

Lima, Perú

Caja Sullana is a microfinance entity in Peru specialized in granting working capital financing to micro and small businesses.Main tasks:-Customer service requesting information on loan requirements.-Analysis of financial information.-Support in evaluation visits to business customers in the area of San Juan de Lurigancho, Lima.-Support in preparing credit files and disbursement process (Agreement signature and guarantee inscription in Public Register).

Licenciatura, Accounting

Bachillerato, Accounting

Egresado, Administración Bancaria