Alejandro Esquivel
Milwaukee,WI
Summary
Accomplished Consultant drives organizational improvements through leveraging expertise in research and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems negatively affecting business operations. Dedicated to cost, process and resource optimization. Versatile Portfolio Management Analyst with advanced knowledge of financial, business development and technological areas. Steps into new areas with adaptable approach. Practiced project manager and problem-solver with 5 years of experience in Financial Services Industry.
Overview
5
5
years of professional experience
Work History
Portfolio Management Analyst
Northwestern Mutual Wealth Management
Milwaukee, WI
11.2021 - Current
- Analyze, graph and model client's positions for a tax efficient and seamless transition.
- Evaluate current market environments to deploy capital at opportune times.
- Help leaders understand how to effectively manage risk, technology and product offerings.
- Recommend behavioral and strategic advice to high net worth clients.
Financial Technology Teaching Assistant
Rice University
Houston, TX
01.2022 - 06.2022
- Worked hands on with students to correct their logic in systematic coding.
- Partnered with teacher to plan and implement lessons surrounding financial technology. `
- Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes
- Tutored struggling students individually and in small groups to reinforce learning concepts.
Financial Technology Teaching Assistant
University Of Minnesota - Twin Cities
Minneapolis, MN
06.2021 - 12.2021
- Worked hands on with students to correct their logic in systematic coding.
- Partnered with teacher to plan and implement lessons surrounding financial technology. `
- Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes
- Tutored struggling students individually and in small groups to reinforce learning concepts.
Quantitative Analyst
Securian Asset Management
St. Paul, MN
12.2019 - 11.2021
- Facilitated portfolio performance review and gave suggestions to new strategies.
- Communicated market developments, portfolio changes and annual performance information to key stakeholders.
- Recommended investment and technological strategies to meet financial objectives.
Credit Analyst Intern
BOK Financial
Wauwatosa, WI
02.2019 - 12.2019
- Assessed credit risk and analyzed financial statements of issuing entities.
- Gathered loan documentation for underwriting.
- Conducted presentations to upper management and executive teams for bond sales.
- Reviewed economic files on regular basis to make sure tax bases were up to date and documented.
Education
BBA - Econometrics And Quantitative Economics
University of Wisconsin - Whitewater
Whitewater, WI12.2019
Skills
- Strategic Vision
- Quality Standards
- Impact Assessment
- Business Tracking
- Feasibility Studies
- Source and Version Control: Git, GitHub
- Transforming Data
- Database Schemas
- SQL Server Integration Services (SSIS)
- Software Testing and Validation
- Databases: Oracle, MongoDB
- Strong Communication and Interpersonal Skills
Websites
Pilot
The Economics of Everything is an organization dedicated to challenging the world to see through an economic lens. We study top decision makers through conversations and research to develop articles, podcasts, and research.
Languages
Spanish
Professional Working
Timeline
Financial Technology Teaching Assistant
Rice University
01.2022 - 06.2022
Portfolio Management Analyst
Northwestern Mutual Wealth Management
11.2021 - Current
Financial Technology Teaching Assistant
University Of Minnesota - Twin Cities
06.2021 - 12.2021
Quantitative Analyst
Securian Asset Management
12.2019 - 11.2021
Credit Analyst Intern
BOK Financial
02.2019 - 12.2019
BBA - Econometrics And Quantitative Economics
University of Wisconsin - Whitewater
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