Austin, Texas, United States
As a Global Client Group Associate at Dimensional Fund Advisors, I’m passionate about delivering data-driven investment solutions. With a background in trading at HSBC in New York City, I bring a strong foundation in market dynamics and financial strategy. I earned my degree in Economics from the Wharton School of Business, with a concentration in Accounting and a minor in Hispanic Studies. Fluent in both English and Spanish, I apply a global perspective to support financial advisors with research-backed insights and a disciplined investment approach.
Delta One Trading • Trade total return swaps on US, Canadian and Latin American Equities • Hedge FX exposure and maintain adequate reserves • Price and trade reverse conversions, taking into account implied financing rates • Analyze composition of general collateral baskets, including liquidity, sector concentration, corporate actions and index inclusion • Optimize inventory to maximize revenues given internal cost structures
HSBC Campus Ambassador at the University of Pennsylvania. • Host information sessions about HSBC's history, services, career paths and internship programs. • Hold coffee chats with students to discuss their professional interests, career paths, and any questions they have about HSBC, their internship programs and recruitment process.
2023 Markets and Securities Services Summer Analyst • Run daily meeting with London-based emerging market traders to discuss economic developments in CEEMEA and client demand • Pitch an emerging markets rates trade that generated a 13% return over a 3-month time horizon • Shadow senior traders and salespeople across all asset classes to gain a broader understanding of the financial services industry
Develop and execute operational plan for the move-in of 15,000 conference and program guests. Manage team of 14 operations assistants and create operations schedule, train new employees. Oversee the inspection of summer accommodations and create summary reports for weekly management meetings. Analyze and optimize managerial and operational strategies for summer conferences and programs.
Spearhead development of standardized clinical milestone cycle times by interviewing stakeholders, calculating historic cycle times, and formulating cycle time proposals. Analyze risk to the clinical study lifecycle and streamline risk management strategies. Create reports and dashboards to aid with TMF oversight and metrics tracking of clinical trials. Optimize inspection readiness and clinical compliance strategies.