Juan Del Boccio Email & Phone Number

Boca Raton, Fl, Us

Coral Gables, Florida, United States

• Provide exceptional client service and support by assisting with account opening, responding to inquiries, proactively address and resolve client issues or concerns, demonstrating strong problem-solving skills and a commitment to client satisfaction.• Collaborate with Relationship Managers & Senior Financial Advisers to develop personalized investment strategies and financial plans for clients, conducting regular portfolio reviews and preparing performance reports.• Ensure… Show more • Provide exceptional client service and support by assisting with account opening, responding to inquiries, proactively address and resolve client issues or concerns, demonstrating strong problem-solving skills and a commitment to client satisfaction.• Collaborate with Relationship Managers & Senior Financial Advisers to develop personalized investment strategies and financial plans for clients, conducting regular portfolio reviews and preparing performance reports.• Ensure compliance with regulatory requirements, process trade orders accurately, and stay up-to-date with industry trends to provide informed insights and recommendations to clients. Show less

London, England, United Kingdom

• Supported Moelis & Company's exclusive financial advisory role to Steinhoff International N.V. on the €11.9bn restructuring deal of the year in Europe. Assisting with transaction execution, analyzing financial data, conducting market research, and creating presentations to support client decision-making, during a 10-week summer internship with the firm.• Conducted financial analysis and developed 15 pitch books, using Microsoft Excel to create detailed company valuations and financial… Show more • Supported Moelis & Company's exclusive financial advisory role to Steinhoff International N.V. on the €11.9bn restructuring deal of the year in Europe. Assisting with transaction execution, analyzing financial data, conducting market research, and creating presentations to support client decision-making, during a 10-week summer internship with the firm.• Conducted financial analysis and developed 15 pitch books, using Microsoft Excel to create detailed company valuations and financial models for new business and client relationship management, while contributing to the aforementioned project.• Generated insights on over 30+ market trend analyses and performed 3+ financial modeling analyses in 10 weeks to support transaction execution. Collaborated on 1 major project with analysts and associates at Moelis & Co., gaining experience in valuation and financial modeling for a publicly traded company. Show less

Manchester, England, United Kingdom

• Conducted experiments consisting in collecting, analyzing data, and interpreting results for the Manchester Economic Theory Group (led by Dr. Michal Krol, Head of the Department of Economics).• Simplified experimentation process with research tools and techniques, such as lab equipment, data analysis software (e.g., R, SAS, Stata, Excel), and statistical analysis.• Designed and optimized the model used in previous academic publications using Structured Query Language (SQL)… Show more • Conducted experiments consisting in collecting, analyzing data, and interpreting results for the Manchester Economic Theory Group (led by Dr. Michal Krol, Head of the Department of Economics).• Simplified experimentation process with research tools and techniques, such as lab equipment, data analysis software (e.g., R, SAS, Stata, Excel), and statistical analysis.• Designed and optimized the model used in previous academic publications using Structured Query Language (SQL), resulting in an increase in the productivity of the databases by 20%.• Operated and delivered presentations using Tableau and developed over 17 spreadsheet models using Excel VBA & macros supporting the research of the department’s macro-econometrics/micro-econometrics empirical fields. Show less

Master Of Science - Ms, Data Analytics

Bachelor Of Arts - Ba, Economics, 2.1 Upper Second Class

Activities and Societies: MANMUN, MUTIS, University of Manchester Golf Club