Daniel Luque's Location
Austin, Texas, United States, United States
Daniel Luque's Contact Details
Daniel Luque work email
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Daniel Luque personal email
n/a
Daniel Luque phone numbers
About Daniel Luque
My philosophy is to do your best, and let God do the rest. The majority of my career has been spent in the financial services industry. I have a deep understanding of markets, macro economic trends, investment philosophies and processes. I have strong client management and relationship building skills, and a high attention to detail. I have worked in the accounting, tech consulting, and investment management industries. These opportunities have given me a wide range of experience and skill sets that I have been able to apply in the financial services industry and investor relations roles.
Daniel Luque's Current Company Details
Dimensional Fund Advisors
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Regional Director
Austin, TX, US
- Website:
- dimensional.com
- Employees:
- 1743
Daniel Luque Work Experience Details
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Regional DirectorDimensional Fund AdvisorsAustin, Tx, Us
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Senior AssociateDimensional Fund Advisors Feb 2024 - PresentAustin, Tx, Us
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Account AssociatePimco Jul 2022 - Feb 2024Newport Beach, California, Us-Prepare and provide current insight regarding firm and product specific investment philosophies, processes, strategies, performance and other important information to clients, prospective clients, consultants, and auditors. -Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts. -Gather, analyze, and discuss market trends with colleagues and clients. -Perform portfolio/financial analysis and explain sophisticated financial and economic concepts to educate clients. -Prepare internal and external business and client presentations. -Work alongside the account and portfolio managers to foster and develop 25 different client relationship assignments. -
Portfolio Compliance AnalystPimco May 2020 - Jul 2022Newport Beach, California, Us•Perform holdings-level analysis to detect guideline breaches in client and fund portfolios, and monitor all outstanding compliance issues from time of breach through resolution. •Perform periodic compliance checks to ensure investments are made in accordance with internal, client, and regulatory guidelines. •Analyze individual account transactions as part of conducting a full compliance on public funds and separate accounts. •Work with and develop a knowledge of a variety of complex financial instruments including options, futures, forwards, swaps, TBAs, MBS, and ABS. •Research and address adhoc requests related to account exposure levels, ratings qualities, process developments, scenario analysis and technology testing. •Prepare monthly, quarterly, and annual compliance reports to send out to account managers and clients. •Research investment strategies and regulatory requirements using internal and external databases.
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Netsuite Consultant At Saas Consulting GroupSaas Consulting Group Aug 2019 - Apr 2020Austin, Texas, Us•Gained experience in a fast-paced, start-up environment and assisted in establishing operations and marketing strategies. •Met with clients to discuss operational needs in order to provide them with a more effective and efficient ERP solution. -
Fso Tax StaffEy Jul 2018 - Jul 2019London, Gb•Professional services experience in tax quarterly provision work, research and compliance for PE clients•Prepared both federal and state Schedule K-1 forms and tax returns for Partnerships (Form 1065) and Corporations (Form 1120)•Worked on developing and testing firm tools and technology to increase work efficiency and effectiveness•Updated and rolled forward Excel analyses supporting taxable income and apportionment calculations, respective state modifications, and book-to-tax differences, facilitating the overall tax preparation process during compliance season•Prepared quarterly state tax payments and estimates workbooks for both partnership and corporate entities; and any vouchers associated with these, in order to summarize potential payments that may be required•Researched various state tax rules, regulations, and deadlines using Checkpoint, IntelliConnect, and official state government websites to support estimated payments and filing decisions.•Organized and led internal weekly engagement status calls for a $2M client, took clear and detailed notes, and updated the entire 40+ member engagement team.•Spoke with state revenue agents and drafted tax memos as response resolutions addressing notices received by clients -
Senior Manager - Development Center - Nd ListensNd Listens Aug 2017 - May 2018Notre Dame, Indiana, Us•In charge of overseeing student managers, callers, and alumni relation objectives during each shift•Lead the Statistics and Analytics Operations team to track relevant engagement data throughout the year•Pulled daily and weekly stats to analyze individual and team performance, and presented relevant data in spreadsheets•Set weekly fundraising metrics based on calling lists and previously analyzed data and statistics -
Fso Tax InternEy Jun 2017 - Jul 2017London, Gb• Worked with the Morgan Stanley, BMO, and City of Chicago engagements preparing tax returns and tax relateddocuments• Prepared risk-analysis and exposure workbooks as checks to verify where clients held tax liabilities• Oversaw communication with Chicago’s Department of Finance as well as the transferring of confidential documents• Engaged in projects and assignments that required attention to detail, critical thinking, and effective time management
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Student ManagerUniversity Of Notre Dame Sep 2015 - May 2017Notre Dame, In, UsStudent Manager: -In charge of overseeing student callers and fundraising during shift -Train callers and assist them with any questions they may have during calls-Marketing work with Notre Dame to increase donor and student interest -Use leadership skills to motivate callers and create a dynamic fundraising atmosphereStats and Analytics Operations Team:-Pull daily and weekly stats to analyze individual and team performance, as well as present the data on excel spreadsheets -
Fso Launch InternshipEy Jun 2016 - Jul 2016London, Gb• Developed accounting related skills and competencies by gaining experience across the different service lines• Worked with the Grosvenor Tax engagement on various projects such as a Budget to Actual sheet and a PE Waterfall• Worked with the Northern Trust Assurance engagement preparing fund workbooks and corresponding evidence sheets• Worked with the CBS Business Development engagement preparing work order forms, pivot tables, and presentations• Engaged in Advisory and TAS work summarizing comments from letters, creating a company overview, and searching for discrepancies in company valuation information.
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Assistant Camp Director And Camp CounselorOmni Hotels & Resorts May 2014 - Aug 2015Dallas, Tx, UsAssistant Camp Director:-Organized and oversaw activities for the ten weeks of camp -Handled the paperwork and payment of camp attendants-Worked in a fast pace environment with deadlines and tasks that were required to be met daily-Utilized marketing techniques to make the resort more attractive for guests and members-Handled large responsibilities and was in charge of completing multiple tasks at onceCounselor:-Assisted camp directors with camp activities -Worked in the cabana taking orders and serving resort guests and members -Offered to be rehired the following summer as an assistant camp director due to excellent performance and leadership skills -
Student CallerUniversity Of Notre Dame Sep 2014 - May 2015Notre Dame, In, UsStudent Caller:-Developed strong public relations-Worked on fundraising, increased communication, and marketing -Selected as a top caller to make priority Sorin calls -Was promoted and selected to be a student manager for the following year
Daniel Luque Skills
Leadership
Microsoft Excel
Communication
Public Speaking
Spanish
Management
Fundraising
Powerpoint
Social Media
Microsoft Office
Statistical Data Analysis
Customer Service
Event Planning
Daniel Luque Education Details
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University Of Notre DameAccounting And Political Science
Frequently Asked Questions about Daniel Luque
What company does Daniel Luque work for?
Daniel Luque works for Dimensional Fund Advisors
What is Daniel Luque's role at the current company?
Daniel Luque's current role is Regional Director.
What is Daniel Luque's email address?
Daniel Luque's email address is dluque@nd.edu
What is Daniel Luque's direct phone number?
Daniel Luque's direct phone number is +157428*****
What schools did Daniel Luque attend?
Daniel Luque attended University Of Notre Dame.
What skills is Daniel Luque known for?
Daniel Luque has skills like Leadership, Microsoft Excel, Communication, Public Speaking, Spanish, Management, Fundraising, Powerpoint, Social Media, Microsoft Office, Statistical Data Analysis, Customer Service.
Who are Daniel Luque's colleagues?
Daniel Luque's colleagues are Dan Cervino, Annamaria Vasile, Ernesto Valdez, Jake Murphy, Michael Driscoll, Margaret N., Darren White.
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