Python
Mauricio Anaya Avalos
Financial Engineer
Zapopan,Jalisco
Summary
Committed and ambitious Financial Engineer with a background in accounting, programming software and business intelligence, as well as expertise regarding management and risk assessment in equity portfolios. Proactive and avid quick learner with a solid set of intangibles, a goal-driven mind and great communication, social and team skills.
Overview
5
5
years of post-secondary education
1
1
year of professional experience
Work History
Financial Analyst
A&O Associates
Zapopan, Jalisco, Mexico
01.2018 - 04.2019
- Approached clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client's individual needs.
- Participated in conference calls and meetings and interacted with key clients.
- Curated a daily written report providing financial and economic insights, as well as the markets most relevant news and trends.
- Helped clients plan and achieve diverse financial goals using mutual funds and other options to manage, customize and diversify portfolio.
Education
Bachelor's Degree - Financial Engineering
ITESO
Tlaquepaque, Jalisco, México 01.2016 - 12.2020
Skills
Financial Analysis and Acumen
undefinedSoftware
Tableau
Microsoft Excel
Timeline
Financial Analyst
A&O Associates
01.2018 - 04.2019
Bachelor's Degree - Financial Engineering
ITESO
01.2016 - 12.2020
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