Ana Paulina Muñoz Vadillo
Mexico City,CMX
Summary
Versatile and results-driven professional with 4 years of experience across diverse areas, including markets, client service, and sales for financial institutions. Proven track record in delivering exceptional client satisfaction and driving revenue growth. Strong background in finance and a demonstrated ability to navigate complex markets and foster lasting client relationships. Strategic thinking, effective communication, and a commitment to exceeding sales targets. Ready to contribute expertise and drive success within a dynamic and prestigious financial institution.
Overview
4
4
years of professional experience
Work History
Corporate Investment Banking Sales Analyst for Financial Institutions
JP Morgan Analyst
03.2023 - Current
- Increased sales efficiency by streamlining data analysis and reporting processes.
- Identified new market opportunities through comprehensive industry research and analysis.
- Developed strong relationships with clients, ensuring their needs were met and promoting repeat business.
- Supported sales team performance by creating effective tracking tools and systems for monitoring progress.
- Client onboarding, KYC and Implementation request submissions
- Strong understanding of financial products and services
- Assist Payments Sales Managers with pipeline management and cross-functional/regional deals
- Familiarity with the regulatory environment and compliance standards in the financial industry
- Identify potential new business opportunities and analyzing transactional data to identify risks and inefficiencies
- Coordinate with internal partners to develop solutions, teams such as TSFX, product, liquidity, channels & client service
- Understand billing, pricing and profitability models
- Prepare client research, and support Product Sales Managers with pitch materials
- Execution of payout rates approvals and setup in internal systems
- Escalation where necessary in order to meet client needs while managing expectations
- Experience with AML Call Reports and preparing information for internal committees presentations
Corporate Investment Banking Transactional Services
JP Morgan Analyst
04.2022 - 03.2023
- Analyze client behavior and trends to propose service efficiencies
- Direct relationship with clients and internal service providers
- Build and maintain strong relationships with clients
- Central point of resolution and escalation for service issues and provide assistance in the day to day treasury operations
- Full ownership regarding problem solving to ensure timely solution
- Identify and address product/ service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
- Ensure client's compliance with risk policies/ practices and educates clients on new legal/ regulatory/ cyber changes
- Streamlined internal processes for efficiency, leading to faster response times and improved client relations.
Corporate Investment Banking Back Office Markets
JP Morgan Intern
11.2019 - 04.2022
- Intraday support for the different products traded: Options, IRS, Forwards, Futures, Money Markets and Repos
- Settlement tracking with foreign and local clients
- Fails transactions management and reporting for any transaction not settled
- Participation in internal/external audits and analysis of the information required from a Back Office perspective
- Monitoring cash and securities reconciliations
- Management of the paper availability of the bank to comply with the needs and obligations of the bank optimizing its use and cost through the correct use of the paper, Valpre and strategies of the business
- Improvement in processes through automation and programming tools that decrease manual intervention and better controls
- Collateral management and reconciliation for the CME/ASIGNA positions of the derivatives portafolios
- Regulatory reporting to central bank and CNBV
- Reconciliation and settlement of the trades from the Bond's auction traded by the Front Office
- Ensure compliance with control and regulatory requirements
Education
Bachelor's Degree in Finance -
Instituto Tecnológico De Monterrey
Mexico City, Mexico12.2022
Skills
- Teamplayer
- Robust communication skills
- Ability to manage multiple priorities
- Data Management & Sharp Data Analysis
- Growth-mindset
- Leadership & Committed Attitude
- Ability to balance speed with precision
- Tenacity and willingness to learn
- Good writer & effective Speaker
- Updated observer of technological innovations
Certifications
- Adobe Illustrator Certification (2016)
- Adobe Photoshop Certification (2017)
- Bloomberg Market Concepts (2020)
- TOEFL IBT Certification (2022)
- AMIB - Figure 3 (2022)
Languages
Spanish
Bilingual or Proficient (C2)
English
Advanced (C1)
Timeline
Corporate Investment Banking Sales Analyst for Financial Institutions
JP Morgan Analyst
03.2023 - Current
Corporate Investment Banking Transactional Services
JP Morgan Analyst
04.2022 - 03.2023
Corporate Investment Banking Back Office Markets
JP Morgan Intern
11.2019 - 04.2022
Bachelor's Degree in Finance -
Instituto Tecnológico De Monterrey
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