ALEJANDRO BUENO
Miami
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
UBS Financial Services
Miami
03.2025 - Current
- Supported a two-advisor team that raised over $250M in new client assets within one year, contributing through targeted investment research, client outreach, and execution of strategic business development initiatives.
- Conducted in-depth analysis on equities, fixed income, and alternative investments such as private equity funds to inform tailored asset allocation strategies for high-net-worth and ultra-high-net-worth clients.
- Partnered with multiple areas of the bank—including the Investment Bank to structure M&A opportunities for clients, the Trading Desk to execute investment orders, and the Lending Team to deliver customized financing solutions ranging from real estate to aircraft—ensuring comprehensive, client-specific strategies.
- Served as a daily client-facing liaison, delivering exceptional service, managing inquiries, and ensuring timely follow-ups in a fast-paced environment that demands precision, responsiveness, and strong relationship management skills.
Registered Client Associate
Insigneo Securities
New York
11.2023 - 11.2024
- Supported financial advisers in developing and managing diverse investment portfolios through analytical skills and attention to detail.
- Streamlined client onboarding processes and record-keeping practices to enhance efficiency and accuracy in financial transactions.
- Resolved complex client inquiries using problem-solving abilities and effective communication, ensuring high standards of customer service.
Private Equity Summer Analyst
Rainmaker Group
Miami
06.2022 - 08.2022
- Structured capitalization tables and new issuance of shares worth €6 million for a software and communication company.
- Managed the restructuring plan of a portfolio company to decrease its burn rate and reach the breakeven point within a 6-month target.
- Developed fundraising and research material for prospective investors, such as market opportunity, addressable market, management, economic potential upon exit, and current valuation, getting one firm to invest in one of our portfolio companies.
Hedge Fund Summer Analyst
Arbion Limited (Previously Signia Wealth Limited)
London
07.2021 - 08.2021
- Conducted performance overviews where I collected, monitored, and analyzed hedge fund performance and risk information
- Analyzed financial statements, researched market data, and conducted screenings on hedge funds to identify potential investment opportunities, resulting in 8 high-quality prospects that were presented to and approved by Investment Committee
- Met with the C-Suite of Dara5, a project of the fund in which it holds stake, to review company performance and future plans
Education
Bachelor of Science - Business
NEW YORK UNIVERSITY, LEONARD N. STERN SCHOOL OF BUSINESS
NEW YORK, NY05.2023
Skills
- Financial modeling and analysis
- Portfolio management
- Business development and market research
- Risk assessment and mitigation
- Effective communication skills
- Problem-solving abilities
- Attention to detail
- Time management expertise
- Alternative investments: Private equity and real estate
- Technical analysis proficiency
- Microsoft Excel and PowerPoint expertise
- Intermediate Python, SQL, and Tableau skills
- Fluent in Spanish; Intermediate in Portuguese
Certification
- Bloomberg Market Concepts
- Securities Industry Essentials
- Series 7
- Series 66
Timeline
Wealth Management Associate
UBS Financial Services
03.2025 - Current
Registered Client Associate
Insigneo Securities
11.2023 - 11.2024
Private Equity Summer Analyst
Rainmaker Group
06.2022 - 08.2022
Hedge Fund Summer Analyst
Arbion Limited (Previously Signia Wealth Limited)
07.2021 - 08.2021
Bachelor of Science - Business
NEW YORK UNIVERSITY, LEONARD N. STERN SCHOOL OF BUSINESS
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