ALEJANDRO CASABLANCA
Orlando,FL
Summary
Capital Market Analytical Research expert 7+ years of experience in collaborating with top-tier financial institutions to optimize trade settlements and asset management. Proficient in portfolio management, financial analysis, and CRM systems, demonstrating strong problem-solving and time management skills. Committed to leveraging analytical expertise and market research insights to drive client satisfaction and corporate growth.
Overview
7
7
years of professional experience
Work History
Operations Capital Market Analyst
Bank of America- Merrill Lynch
Jacksonville, FL, USA
09.2022 - Current
- Coordinate with brokers to settle trades, improve market efficiency and compliance.
- Oversee liquidation events, ensuring accurate and compliant processes.
- Transfer assets using software, optimizing client account management.
- Maintain email directory for team, enhancing communication flow.
- Lead complex trade settlements and monitor corporate actions, coordinating with major financial institutions while managing asset transfers and team communication.
- Process critical market reorganization events and oversee stock mergers, ensuring accurate asset transition between holding and client account.
- Partner with top-tier financial advisors to streamline trade settlements while maintaining operational excellence in asset services management.
- Drive operational efficiency through systematic monitoring of corporate actions, ensuring timely settlement of market transaction.
- Implement automated trade settlement protocols, reducing processing time while maintaining compliance standards for high-volume market transactions.
Brokerage Operations Coordinator
Casablanca Commercial Real Estate
Orlando, FL, USA
02.2018 - 08.2022
- Streamlined brokerage operations by implementing CRM systems and managing market packages resulting in successful execution of 50 commercial transactions.
- Orchestrated property showings and stagings across the Orlando market while developing strategic client referral systems through company directory optimization.
- Enhanced market intelligence by tracking trends, maintaining databases, and supporting contract documentation for commercial real estate transactions.
- Partnered with Managing Broker to streamline contract processes and client communications while maintaining comprehensive market analysis reports.
- Integrated multiple digital platforms including Client Look, Loop Net, and Crexi to modernize property listing management and client engagement.
Education
Bachelor of Science (B.S.) - Business Administration
University of Central Florida
Orlando, FL05.2021
Skills
- Market Research
- Data Pulling
- Statistical Analysis
- Team-Oriented
- Problem Solving
- Economic Trends
- Time Management
- Presentation
- Collaboration
- Operations
- Capital Market Analyst
Timeline
Operations Capital Market Analyst
Bank of America- Merrill Lynch
09.2022 - Current
Brokerage Operations Coordinator
Casablanca Commercial Real Estate
02.2018 - 08.2022
Bachelor of Science (B.S.) - Business Administration
University of Central Florida