Fernando Zelada Maguiña Email & Phone Number

San Diego, California, United States

• Support portfolio managers in liquidity management, risk analysis, and pacing for evergreen funds by constructing tailored portfolios to meet diverse client needs and risk/return profiles.
• Develop automated reporting tools in Python, R, Excel, and SQL to streamline insights and enhance data-driven decision-making.
• Collaborate on projects leveraging Generative AI models and cutting-edge tools to streamline processes and enhance operational efficiency within the organization.
• Enhanced question-answering accuracy for Request for Proposal (RFPs) reports from 40% to 85% by utilizing LLM and embedding models.
• Conducted rigorous testing of generative AI models, employing prompt engineering techniques to increase in-house chatbot accuracy utilizing Python.

San Diego, California, United States

• Gathered and analyzed unstructured private markets data (1M+ rows) from various internal sources using MySQL, Excel, R and Python.
• Performed portfolio analysis using R and Python, identifying significant trends and recommendations for allocation targets over time.
• Created Power BI dashboards using Django API data, applying DAX formulas and Power Query for portfolio fund performance tracking.
• Enhanced Pacing cash flow forecasting model, fine-tuning parameters across 40+ investment strategies, and boosting performance by 10%.

San Diego, California, United States

• Analyzed transaction-level customer purchase data to identify and predict B2B customers' purchase patterns, enhance the pricing algorithm, and effectively employ the findings during deal renewal negotiations to.
• Engineered Random Forest and XGBoost Machine Learning models to forecast monthly ink and toner cartridge purchases within B2B deals, achieving notable prediction metrics of 85% accuracy for the XGBoost Classifier and 8.
• Levered purchase predictions to conduct sensitivity analysis on discounts and assess the effect of providing higher discounts to customers with a propensity for consistent but smaller purchases, enhancing the B2B.

San Isidro, Lima, Perú

• Designed and implemented continuous improvement initiatives related to market, structural, and counterparty risk processes, in coordination with other areas: Finance, Global Markets, and Corporate & Investment Banking.
• Managed and led a squad team to create the Center of Excellence of Reporting in the Risk Area, through implementing informational processes optimization of all the teams using Python and SQL to automate data.
• Led a cross-functional analytics team to review the E2E process of developing credit risk analytic models, identified and developed initiatives to reduce in 6 months the time-to-market to implement a risk analytical.

San Isidro, Lima, Perú

• Led and implemented continuous improvement initiatives in collection, recovery, and risk monitoring processes; through automation, process reengineering, productivity, and demand management models. As a result.
• Designed and automated Dashboards using Google Data Studio and Google Apps Script to measure the impact of the improvements in productivity, quality, time-to-market, and risk control indicators. Before the KPIs.
• Supported and developed the transformation model that looks for implementing an Operational Center of Excellence into the Risk Area, working with agile methodologies. In order to measure the evolution degree, a.
• Led an interdisciplinary team of 7 people across the bank in order to work on projects that developed, implemented, and reformulated processes related to risk management and measurement with an end-to-end vision. A.

San Isidro, Lima, Perú

• Created a new Monitoring Dashboard with information about the controls within the Wholesale Credit Risk Department: delegation use, rescheduling, and enterprise rating. As a consequence, the controls’ alerts decreased.
• Evaluated critical risks and supervised action plans based on the Sox and No-Sox control model. As a result, the control framework in the different risk teams improved; thus, it was possible to correct 20 observations.
• Coordinated and implemented initiatives developed in Holding (Spain), all within the scope of the Governance of Committees celebrated in the Peruvian Risk Area. These initiatives improved the internal organization in.

Miraflores, Lima, Perú

• Developed, automated, and implemented efficient ETL processes in order to generate monitoring and control reports for credit risk and collection indicators of the microfinance loans portfolio. They were made by.
• Monitored the commercial team collection management and identified strategies to solve clients' monthly default problems presented in Collection and Mitigation Committees. The strategies implemented helped more than.
• Supervised data quality from different information sources (SQL tables, Access databases, etc.). As a result, the number of reports with errors was reduced to zero in two months.
• Provided support in the design, calibration, and monitoring of scoring and collection models for the Microfinance loans portfolio.

Miraflores, Lima, Perú

• Designed and automated credit risk monitoring and control indicators reports and dashboards for the microfinance loans portfolio, using SQL, Visual Studio, and Visual Basic for Excel. The automation allowed commercial.
• Led and supervised pilot project implementations in the Microfinance Credit Risk Department, including collection management of SMEs credits. One of the pilot projects was implementing a collection team in 6 of the.
• Developed strong data quality rules and analyzed information that improved credit risk and provision expenses monitoring of the microfinance loans portfolio and quickly identified data quality errors. After 3 months of.
• Improved a tool developed in Java that controlled the adequate granting of credit exceptions requested by the commercial. The percentage of observations and alerts reduced by more than 50% in the three months after the.
• Supported in the Microfinance statistical score models development and monitoring.

Miraflores, Lima, Perú

• Internship in the different areas of the bank and the companies of Pichincha Group (Diners Club, Crecer Seguros and Carsa).
• Supported in the different activities developed in each area, in constant coordination with the Managers and Heads.
• Generated project proposals that made a positive impact on the organization.
• Developed an allocation of provisioning expenses model among the bank's Microfinance agencies as part of my work in the Microfinance Risks area.
• Redesigned the treasury fit management model, and elaborated its respective manual.

Av. El Derby 055 Torre 3, Santiago De Surco, Lima, Perú

• Supported the Investment Risks Internal Control area, responsible of the following activities:
• Investment process operations control: - Previous records of investment orders. - Operations between funds. - Trading autonomies between funds. - Pending trades. - Calls listening from the investment desk and the Back.
• Fixed income and equity investment prices control.
• Eligible instruments list updating.
• Intermediaries and trading counterparts evaluation.
• Risk and Investment policies and norms data base updating.

Rímac, Lima, Perú

• Led the Events and Public Relations area, which has the purpose to develop and organize workshops, trainings, conferences, debates, and other activities that look for the development and integral growth of.

Rímac, Lima, Perú

• Created economic key performance indicators using STATA software, as part of a consulting work for the National Technical Direction for Territorial Demarcation (Presidency of the Council of Ministers).

Lima, Perú

• Course: Econometrics I
• Supported with teaching classes, making exams, and qualifying them.

Master Of Science, Business Analytics, 3.9 / 4.0

Activities and Societies: Co-Director Events and Operations | Rady Data Analytics Club (2022 - 2023).• Coursework: - Business Analytics in.

Diploma Of Education, Data Science: Machine Learning & Deep Learning With Python

Bachelor Of Science - Bs, Economic Engineering, 4.0 / 4.0

Activities and Societies: Head of the academic area of the Student Center of the Economic and Statistical Engineering Faculty (2013.