Business Execution Analyst | Feb 2024 – Jul 2024• Drove strategic initiatives for the Private Bank by reducing expenses and increasing revenues through headcount optimization and analysis of business spending, resulting in efficiencies across key areas.• Performed scenario analysis on client profitability which improved investment flows and reduced client Risk-Weighted Assets (RWA) by $3BN, increasing Return on Tangible Client Equity (RoTCE).Foreign Exchange, Commodities, and Structured Rates Analyst | May 2023 – Feb 2024• Priced hedging strategies using FX forwards and options and modeled payout profiles in Excel; developed educational materials on Dual Currency Linked Investments as a yield enhancement strategy.• Developed expertise in structured rates by manually pricing interest rate swap trades, further deepening knowledge of swaptions and cross-currency swaps to identify and source client hedging opportunities.Investment Portfolio Analyst | Jul 2022 – May 2023• Analyzed client portfolios and brokerage statements, pinpointing areas for enhancement and diversification. Designed tailored investment strategies aligning with individual client objectives.• Championed new business development to drive growth in AUM. Engaged with existing and potential Law Firm clientele, strengthening client relations across New York City, Miami, and Mexico.

• Conducted a competitive analysis for WorldLink, pinpointing unique market advantages and suggesting actionable improvements; findings were showcased to team and senior leadership.• Undertook in-depth research into freelance and influencer marketing sectors, culminating in the development of financial models that gauged potential revenue from prospective WorldLink collaborations.• Explored global payment trends, assessing the influence of alternative payment methods on emerging markets, which informed strategic recommendations for market entry.

• Created a Dashboard for the Corporate Segment FP&A team using IBM Planning Analytics Workspaceto give P&L insights to my team and senior leadership in order to manage risks and opportunities• Analyzed expense lines of P&L statement and variance of Actual Results vs. Forecasts, implemented visuals• Attended many enriching webinars while networking extensively and enhancing my analytical skills

• Implemented long-form content updates through website’s content management system in order to comply with SEC advertising regulations, in preparation for radical company changes• Performed on-page search engine optimization, and added a plethora of strategic internal site links• Analyzed and updated outdated article internal links using Screaming Frog SEO Spider