Guadalupe Cabrera Email & Phone Number

New York City

New York City

• 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.
• 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.
• Analyzed client portfolios and brokerage statements, pinpointing areas for enhancement and diversification. Designed tailored investment strategies aligning with individual client objectives.

New York City

• 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.

New York City

• 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

New York City

• 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• Analyzed and updated outdated article internal links using Screaming Frog SEO Spider