R
Julen Alonso Merelles
Bachelor Degree In Financial Administration
Mexico City
Summary
Dynamic investment professional with a proven track record at Allianz México, excelling in problem-solving and administrative leadership. Enhanced team productivity through effective communication and streamlined processes, achieving significant efficiency improvements. Proficient in MS Office, with a strong focus on continuous improvement and meticulous attention to detail in investment operations.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Investment Coordinator
Allianz México
05.2022 - Current
- Head of the investment back office.
- Head of policy loans.
- Head of investment accounting, RR7 and RR5 regulatory reporting.
- Enter data, generate reports and follow-up documents for the investment director.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Participation in the investment committee.
Investment Analyst S.
Allianz México
08.2021 - 05.2022
- Settlement of operations at custody..
- Voluntary and mandatory corporate actions.
- Settlement of dividends.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
- Daily liquidity distribution between portfolios.
- Policy loan administration.
Investment Analyst P.
Allianz México
03.2020 - 08.2021
- Settlement of operations at custody..
- Voluntary and mandatory corporate actions.
- Settlement of dividends.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
- Created precise and accurate models, charts and reports.
- Daily liquidity distribution between portfolios.
Investment Analyst Jr.
Allianz México
03.2019 - 03.2020
- Settlement of operations at custody..
- Voluntary and mandatory corporate actions.
- Settlement of dividends.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
Education
CERTIFICATION - Figure 3 Investment Strategies Consultant.
AMIB
Mexico City, Mexico07-2022
MBA - Sports Management.
UNIVERSIDAD EUROPEA DE MADRID
Spain08-2021
Financial Administration.
ITESM - TECNOLOGICO DE MONTERREY
Mexico City, Mexico05-2018
CERTIFICATION - Creative Economy And Creative Law
THE COLLEGE OF CENTRAL EUROPE.
Czech Republic06-2017
Skills
Problem-solving
Attention to detail
MS office
Adaptability and flexibility
Administrative leadership
Work Planning and Prioritization
Task prioritization
Conflict resolution
Continuous improvement
Software
BLOOMBERG
REFINITIV
SAP
ACSEL
Timeline
Investment Coordinator
Allianz México
05.2022 - Current
Investment Analyst S.
Allianz México
08.2021 - 05.2022
Investment Analyst P.
Allianz México
03.2020 - 08.2021
Investment Analyst Jr.
Allianz México
03.2019 - 03.2020
CERTIFICATION - Figure 3 Investment Strategies Consultant.
AMIB
MBA - Sports Management.
UNIVERSIDAD EUROPEA DE MADRID
Financial Administration.
ITESM - TECNOLOGICO DE MONTERREY
CERTIFICATION - Creative Economy And Creative Law
THE COLLEGE OF CENTRAL EUROPE.
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