Marcos Hernandez Email & Phone Number

Boston, Massachusetts, United States

Executes operational tasks required for deal closings and post close activity, on-going compliance monitoring and external vendor oversight for Baring's Portfolio Finance team

Analyzed income documentation, credit risk, and overall financial picture in determining client loan eligibility for mortgage investors

Fielded College of Management academic questions, scheduled advisor appointments, and engaged with incoming visitors in a client-facing role. Validated check-in data for students and created blog posts to educate campus community of upcoming business events

Guided team of 20+ financial analysts in achieving 12% returns on all-equity student-led portfolio via facilitating communications, creating stock pitches, and operating within prospectus. Led Bloomberg terminal training in educating all members on conducting financial markets research.

Xi Phi Chapter

Organized strategic planning sessions and oversaw communications in ensuring brothers were up-to-speed on all chapter updates. Facilitated logistics in order to complete space requests, deadline tracking, and semester goals.

Supported liquidity team through daily monitoring of Bloomberg inputs, Excel formulas, and potential breach updates sent to the Federal Reserve. Designed Excel historical dashboard utilizing large datasets in visualizing the market values of bank's securities.

Xi Phi Chapter

Liaison between collegiate affairs and chapter alumni network. Maintained, collected, and organized contact information of 200+ chapter members. Devised 10+ alumni newsletters, conducted fraternal interviews, and pioneered the first annual Alumni Panel on behalf of the Xi Phi chapter.

Boston

Supported internal audit of bank's business units through refining data quality of various issues to ensure correct categorizations for regulatory report purposes. Analyzed client closing documents to determine if remediation plan given addressed key issues, risks, and procedural controls. Documented walkthroughs with internal bank units to determine risks, end-to-end processes, and controls. Produced slide deck for Chief Accounting Officer highlighting regulatory report filings and issue categorizations categorized by risk level

Boston

Aided office operations through responding to inquiries and collecting sensitive alumni data for university database. Composed physical mailing notices for 2,000+ recent graduates on new alumni status privileges.

Ensured principal Foreign Exchange (FX) guidelines aligned with Global Codebook and Volcker Rule. Cross checked data of client IDs to ensure 100% of active and non-active partners were accounted

Coordinated with referees to ensure accuracy among players and coaches of inner city youth basketball league. Maintained court facilities through preparing seating, disposing trash, and tracking equipment inventory.

Performed administrative duties through spreadsheets, filing, and scanning financial reports. Received legal industry insights through litigator mentorship and supported human resources.

Visualized startup company of “the Snapstand”, a device which serves as both a smartphone prop up and card holder. Presented pitch deck to a panel of judges for JA Leadership Summit and was awarded “Company of the Year”

Produced articles interviewing teenage students within the Boston Public Schools district for commentary on issues such as LGBT rights, fashion, and crime

Bachelor’S Degree, Accounting And Finance

High School