Catalina Montoya Email & Phone Number

Bogota, D.C., Capital District, Colombia

Supervisé financieramente la ejecución de convenios nacionales con organizaciones indígenas, para prevenir el reclutamiento, uso y utilización, y violencia sexual de niñes y adolescentes por parte de grupos armados ilícitos.Evalué presupuestos de organizaciones de base para implementar la estrategia intersectorial AtrapaSueños en el marco del Plan Nacional Desarrollo Colombia Potencia Mundia de la Vida 2022-2026.Mis responsabilidades incluyeron planificación y evaluación presupuestal, gestión y control a la ejecución de recursos públicos de la Subdirección de Gestión Técnica Adolescencia y Juventud.

Colombia

Realicé una evaluación de la contribución al ODS5 de los bonos con objetivo de género en LatinoAmérica y el Caribe a través de la determinación de la cadena de valor de impacto y un análisis temático de entrevistas semiestructuradas con el objetivo de identificar barreras, oportunidades y casos de éxito.Informe entregado al BID, en fase de correcciones finales.

Medellín, Antioquia, Colombia

Supported and assisted the Comptroller of Medellin in the implementation of her policies within regulatory compliance aiming to achieve institutional goals.Provided technical assistance in numerous committees such as Internal Control, House Program Committee, among others, and in the creation of new regulations.

Co-planned and co-executed the territorial vigilance fiscal plan for the city of Medellín for the accounting years of 2019 and 2020. Successfully implemented the new guide of fiscal audit based on risks, with 12 experienced auditors under my leadership with the timely, accurate and valuable delivery of fiscal audits reports with professional opinions on budget, financial statements, risk assessment, management, efficiency and efficacy, within a strict procedure and compliance of the regulatory framework aplicable.

Bogotá, Colombia

Medellín

- Lead over 500 activities directed towards financial education among internal and external users, such as conferences with guest lecturers, training sessions on Bloomberg, Colombian Stock Exchange structure and platforms, investing in Colombia and so on.- Delegated representative on Colombian Stock Exchange –BVC– for educational purposes and administrative duties as BVC Administrator with an effective increase in BVC activities, such as Bolsa Millonaria – Universities, an e-trading contest between undergraduate and graduate students on derivatives and stocks, Bolsa Millonaria for Schools –e-trading stock portfolio contest for high school students, and Arquitectos de Mercado, an investigative contest which led to several awards by the Stock Exchange to the University and its students.- Delegated representative on Colombian Stock Exchange BVC for continuing education purposes - As a Bloomberg Laboratory Coordinator I was asked to participate as a speaker as a role model on using Bloomberg terminals effectively in classes and trainings.- Successfully lead two Conferences on Financial Education For All with excellent reviews from the audience.- Successful recruitment and training of undergraduate students who actively guided Laboratory users on Colombian Stock Exchange Market and the Financial Laboratory’s tools.- Planned and executed the budget of the Laboratory according to Long Term Operative Plan of the School.

Medellín, Colombia

- Redesigned the portfolio of non-formal education of the Finance Department and all its underlying academic curriculums with trending topics that led to an efficiency increase in the relationship between program offered and program sold by 40%.- Successfully accomplished corporate projects with top institutions such as Colombian Stock Market Exchange BVC, ASOBANCARIA – National Association of Banks - , Financiera De Desarrollo Nacional – Development Bank for Infrastructure-, SabMiller, Grupo Exito, Bancolombia, and Universidad ESAN (Perú).- Oversaw all academic process of finance programs from effective recruitment of professors and consultants, corporate training session’s specifications and macrocurriculum design.- Lead the first Conference on the sustainability of Colombia’s Electricity Market by an academic institution with all key major agents in Colombia, from regulators, market players, generators to companies within the sector, and international experts on the subject.

Medellin, Colombia

- Led the financial laboratory development plan into all relevant majors and minors of the Institution. into the classroom with appropriate workshops and lectures for both professors and students.- Provided training for professors on Colombian financial markets structure and operations for both professors and students.- Established the customer service system to promote colombian financial capital markets and financial literacy within the Institution. - As Stock exchange liaison, I promoted seminars, contests and formation services of the Colombian Exchange within the Institution.- Supervised Financial Complex website design, marketing materials and promotion of its educational services.Teaching experience:Financial Operations. Undergraduate Level.

- Certified financial advisor by Colombia’s Auto regulatory Organism on equity and mutual funds.- Managed clients’ portfolios on equity, fixed income and mutual funds to enhance risk-adjusted profit restrained to client’s specifications.- Formulated portfolios according to risk profile, liquidity necessity, investment goals and type of investor.- Designed a system to constantly evaluate portfolios and elaborate monthly portfolio reports for clients.- Formulated an effective strategy to engage new clients and increase assets under management with a midterm purpose.

Medellín

Managed clients’ portfolios on mutual funds to enhance risk-adjusted profit restrained to client’s specifications with a retirement and tax benefit goal.Formulated investment plans according to risk profile, liquidity necessity, investment goals and type of investor.Elaborated monthly portfolio reports for clients.Designed and executed a strategy to engage new clients and increase assets under management with a long-term objective.

Medellin, Colombia

Medellín

Traded private fixed income with institutional investors as a proprietary account.Elaborated mutual fund analysis in United States to develop investment strategies for investors and their follow-up portfolios valuations.

Master'S Degree

Curso De Feminismo Y Debates Contemporaneos

Course On Impact Measuring And Management For Sgd

Cours De Civilisation Française B1.2 Y B2

Master Of Science (Msc)

Bachelor'S Degree

Education record