Summary
Overview
Work History
Education
Skills
Websites
Coursework
Certification
Languages
Timeline
Generic
Rodrigo Valero Ortega

Rodrigo Valero Ortega

Mexico City,CMX

Summary

Graduate in Financial Administration with a passion for Capital Markets, Investment Banking, and Private Equity. Strong knowledge and interest in financial markets, derivatives, and tools such as Bloomberg and AI. Proven ability to lead teams with a goal-oriented focus and openness to international opportunities.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Analyst

Minsait
06.2024 - Current
  • Design and development of dashboards in Looker Studio to provide strategic visibility of projects to the CTO Office of CIBanco, facilitating data-driven decision-making
  • Implementation of a capacity study for the Electronic Banking Projects area, optimizing resource allocation and improving operational efficiency in the project development cycle
  • Project management in the Electronic Banking area
  • Support as an analyst in the acquiring area

Business Development Manager

Fair Play Consulting
01.2022 - 11.2023
  • Assisted in the development of various projects across different areas of the consulting firm

Digital Trainee

Fair Play Consulting
05.2021 - 01.2022
  • Intern work such as transferring documents and information, filling out databases, and assisting with consulting documents

Education

Bachelor's Degree - Financial Administration

Instituto Tecnológico Y De Estudios Superiores De Monterrey
Mexico City, Mexico
06.2024

Bachelor's Degree - Financial Administration

Lingnan University
Hong Kong
06.2023

High School Semester Abroad - Junior High Education

International Centre De Valbonne
Valbonne, Francia
06.2019

Skills

  • Artificial Intelligence
  • Capital Markets
  • Data Analysis
  • Leadership
  • Problem-solving
  • MS Excel
  • Work under pressure
  • Creativity
  • Quick learner
  • Analytical Thinking

Coursework

  • Project Management
  • ChatGPT/AI for Finance Professionals: Investing & Analysis
  • Complete introduction to Looker Studio
  • Generative AI for Beginners
  • Fundamentals of Capacity Planning and Analysis

Certification

Project Management

ChatGPT/AI for Finance Professionals: Investing & Analysis

Complete introduction to Looker Studio

Generative AI for Beginners

Fundamentals of Capacity Planning and Analysis

Languages

Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Beginner (A1)

Timeline

Analyst

Minsait
06.2024 - Current

Business Development Manager

Fair Play Consulting
01.2022 - 11.2023

Digital Trainee

Fair Play Consulting
05.2021 - 01.2022

Bachelor's Degree - Financial Administration

Instituto Tecnológico Y De Estudios Superiores De Monterrey

Bachelor's Degree - Financial Administration

Lingnan University

High School Semester Abroad - Junior High Education

International Centre De Valbonne
Rodrigo Valero Ortega