Bogota, D.C., Capital District, Colombia
AI applied for portfolio management and decision making. Experience in Banking industry in transactional services for Corporate clients, Financial Institutions Market Management and Deposits Balance Sheet Management globally, with great multicultural sense. Persistent, highly focused, proactive, analytic and motivated, goal oriented team player with a track record of consistently exceeding objectives and contributing to the area’s success. Excellent communication and relationship building skills, motivator of others, and great ability to influence. Fluent in English and Portuguese.
1. Responsible for Corporate client portfolio in Latam onshore and offshore. 2. Responsible of USD NY and Latam pricing asks for Corporate Latam clients for incremental deposits or repricing of existing ones. 3. Responsible for RFPs in Latam from a liquidity revenue and offering stand point. 4. Client face pitch of liquidity management products across Latam. (IB accounts, TD, MMF, Cash concentration, ECR, Token services) 5. Resolution of client and sales/banker inquiries related to Liquidity product offering, CRM guide, financials. 5. Portfolio analysis on controllable and non controllable variables to identify actions to be taken driven by actual numbers. 5. Responsible for the organization of Liquidity material, workshop, videos for the Treasury and Finance Conference hosted in Miami. 6. Responsible of submissions for regional awards I.e euromoney. 7. Responsible for developing case studies with clients.
Responsible for Capital across the world from liquidity side (TCE, RoTCE), RWA and BSLM.
1. Responsible of Latam local USD Hedge strategy. 2. Latam Onshore portfolio Alpha (controllable) & Beta (Non Controllable) tracking (portfolio & client level), discussing results with Latam LMS head and each cluster to define strategies. 3. Balance Sheet Constraints tracking. 4. CoF optimization (CoF transfer & 360 client view). 5. Latam LMS onshore Forecast cycle review & challenge. 6. RLAP (operating %) client tracking to discuss and define strategies to improve metrics.
Graduate trainee at CIB doing a rotational programme in the areas of Business intelligence, Institutional sales at Global markets, and part of the Thinktank team in order to create new business models based on big data management. Domain lead of all the Data projects at CIB (Data governance, Trascendence, Datio)
Member of the 10 finalists in Colombia among 3000 people where I developed assessment cases with CEO problems to be solved and social media - personal campaigns in order to prove leadership capacity.
Responsible of doing international payments for Brazil, Chile, Argentina, Bolivia, Mexico and Trinidad & Tobago, also working together with treasury and finance areas in order to solve payment incidents. Achieved the successful migration of Accounts Payable process from Brazil to Colombia, implemented productivity tool (Staffing Model) improving performance, and participated in a global video challenge “Our Transformation” where with my team formed by 3 people we obtained the Bronze award, gaining funds for the area USD 4K. Due to this achievements I was named rookie of the year for 2016.
Responsible of doing quality audits to calls from agents belonging to the Mass Marketing and General Queue campaigns at AIG Colombia’s Contact Center and perform audit of claims from FNOL Colombia, creating monthly and weekly reports, and doing weekly coaching to agents in order to help them improve their performance. Successful migration of Contact Center Colombia from AIG Colombia to AIG Shared Services LATAM, and implementation of marketing campaign “Ponte la camiseta” improving client satisfaction levels KPI’s. Due to performance results I was named the area’s employee of the year.
Responsible of supporting Team leaders in administrative duties and delivery of reports. Implementation and management of the area’s productivity tool (Staffing Model) improving employee’s performance; also made the automation of BAU reports and of one process reducing its execution time from 1 week to 13 hours.