Ana Sofía Castillejos

CFA Certificate in ESG Investing.

• Part of the Blackrock´s Americas Coverage Team.
• Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
• Ensuring timely delivery of services and maintaining strong professional relationships.

AMIB Certification - Figure 3.

• Resolved 96% of customer inquiries and complaints thanks to effective daily communication with Clients, Advisors, Custodians and the internal areas as: Back Office, Billing, Legal & Compliance. Resulting in long-term loyalty and expanded client base.
• Successfully managed Cash, Trading, Reporting and Compliance needs of a +200M AUM group of demanding clients of the Nature Conservation Sector.

• Implemented and executed daily trading controls (equities), account reconciliation (front/back activity), and discrepancy analysis for +40 international banks (fx & cash operations).
• Supported the validation of quarterly reports for CNBV compliance purposes.

Successfully owned the Cash & Banking account conciliation reporting for GE Lighting Mexico.

Reduced the duration of the FCPA (Foreign Corrupt Practices Act) 2017 & Sabarnes Oaxley annual Audit in 20% less time.