María Fernanda Pérez Castilla Email & Phone Number

Madrid, Comunidad De Madrid, España

• Market research for tier 1 markets in Spain for PBSA, Senior Living, Co-living and Social Housing. • Monitoring and assisting in the asset management of the an operational PBSA asset in Sevilla with 242 beds. • Producing reports for a Social Housing platform in Valencia. • Synthetizing legal reports for the Senior Management team at Urbania, • Modeling debt servicing costs for an asset located in Pamplona.• Leading the creation of all corporate materials for all asset… Show more • Market research for tier 1 markets in Spain for PBSA, Senior Living, Co-living and Social Housing. • Monitoring and assisting in the asset management of the an operational PBSA asset in Sevilla with 242 beds. • Producing reports for a Social Housing platform in Valencia. • Synthetizing legal reports for the Senior Management team at Urbania, • Modeling debt servicing costs for an asset located in Pamplona.• Leading the creation of all corporate materials for all asset classes within the investment department. Show less

Ciudad De México, México

• Direct relation with independent financial advising companies and family offices, fostering strategic partnerships to drive business development. • Executing customer transactions (Equity, Fixed Income, FX, and Money Deposits and Withdrawals). • Generated business opportunities through effective cross-selling strategies contributing to client and lead growth. • Fixed income operations manager, having direct relationship with more than 30 different counterparts in Mexico. … Show more • Direct relation with independent financial advising companies and family offices, fostering strategic partnerships to drive business development. • Executing customer transactions (Equity, Fixed Income, FX, and Money Deposits and Withdrawals). • Generated business opportunities through effective cross-selling strategies contributing to client and lead growth. • Fixed income operations manager, having direct relationship with more than 30 different counterparts in Mexico. -Open architecture for trading public and private fixed income assets for clients in IPO´s and secondary markets. -Applied quantitative skills to identify market trends, ensuring efficient execution of profitable trades. - -Capital raising for both in-house and third-party placements.• Performed routine closings, upheld meticulous record-keeping, and monitored transaction updates quarterly. • Actively participated in financial forums, events, and financial products presentations.• Worked with the product development and marketing team to organize and execute product presentations. • Supervised, forecasted, and controlled area budgets and objectives, ensuring optimal financial performance. • Performed banking, business administration and financial tasks to guarantee five-star service for clients.• Supported financial director with special projects, business strategy definition, and additional job duties.• Trained and coached junior bankers through onboarding processes providing required technical knowledge and skills. Show less

● Business and financial valuation: constructed financial modeling, forecasts, risk management and analysis for Mexican companies, analyzing client´s financial situation, and offering solutions to improve current performance. ● Organized and prepared education and financial seminars for clients, most in accounting regulations and OTC derivatives market (Imparted around 5 courses).● Devised and organized management, human resources, marketing, and accounting needs, meeting all… Show more ● Business and financial valuation: constructed financial modeling, forecasts, risk management and analysis for Mexican companies, analyzing client´s financial situation, and offering solutions to improve current performance. ● Organized and prepared education and financial seminars for clients, most in accounting regulations and OTC derivatives market (Imparted around 5 courses).● Devised and organized management, human resources, marketing, and accounting needs, meeting all regulations, compliance, and identification guidelines. ● Responsible for supervising client relationship and building a loyal customer base resulting in a growth of 100% in first 6 months. Show less

México

● General knowledge and comprehension in OTC derivatives, especially SWAPS and Forwards. ● Created and improved internal process controls for day-to-day operations, helping increase productivity and business development. ● Acquired strong relationships with brokers and counterparts. ● Embraced team-working spirit, critical thinking, and strong problem-solving skills.

Imba Candidate 2022

• Completed professional development in sustainability and ESG practices. • Member of Finance and Capital Markets Club, Women in Business.

Licenciatura, Business Administration And Management, General