Madrid, Community of Madrid, Spain
Analyzed financial contracts and product documentation to support corporate projects and ensure regulatory compliance. Managed data protection processes, prepared reports, and coordinated administrative filings to streamline operations and aid decision-making.
Supported institutional relationship managers through client reporting, performance analysis, and preparation of materials for strategic investment discussions. Assisted in the preparation of company valuation models and financial analyses, including reviewing key performance indicators, balance sheet data, and market trends.
Conducted in-depth analysis of clients’ financial assets and investment structures, evaluating risk-return profiles, diversification, liquidity, and time horizons, while monitoring portfolio performance and market trends to provide data-driven recommendations that optimized asset allocation and enhanced risk-adjusted returns.