Skills:
Budgeting, Financial, and Business Analysis (Quantitative/Statistical), Client Servicing, Microsoft Excel (Vlookups, Macros, Modeling), Microsoft Access, PowerPoint, Word, Outlook, SharePoint, Lotus Notes, CRM systems, DTCC, Euroclear, Visio, Database Knowledge, SQL (basic knowledge), Inventory Management, Data Mining, Report Building and Maintenance, Compliance, KYC Knowledge, KPI and KOP reporting, Spanish Fluency, Investment Banking (Back and Middle Office) Operations and Investment servicing, Global Relationship Management, Account Officer, Project Management, Client On-boarding, LATAM, Professional Presentations