Diligent Client Associate organized in handling clients, project management and data analysis. Skilled in enhancing research with accuracy and precision. Dedicated to executing protocols to meet project objectives and requirements.
lead and manage multiple client projects. Collaborating closely with private equity firms and hedge funds, tailoring expert network solutions to meet specific research needs. Building and maintained strong client relationships, facilitating regular communication, and coordinated with internal teams to match clients with relevant industry experts. Analyzing project outcomes, prepared detailed reports, and presented findings to support clients' investment decisions and strategies.
Conducting primary research for the world's largest financial institutions, hedge funds, consulting firms; Assisting with client's research by facilitating expert interviews, industry research, business consulting and business surveys; Responsible for success/management of entire scopes of projects; Interacting with current and potential industry experts on network platforms; Focus on listed equities performance, market-related events, merger activities, and due diligence of operational, strategic, financial and technological trends; Onboarding, training, and development of new analyst classes across multiple divisions
Analyzed and developed statistical analysis about clients financial positions; Developed and enhanced Country and Relationship Excellence presentations with concise and meaningful information; Scheduled and attended multiple client/prospect meetings; Researched vast quantities of data on LATAM economies, industries, and regulation; Attended weekly partner led meetings discussing current market trends, business relationships and new opportunities; Translated and summarized country's foreign investment regulations and policies
Collaborated with the visual merchandising team, by working with internal visual merchandising tools; Used internal company tools to track over 1,000 article numbers and develop seasonal presentations; Established a sample store with merchandise using visual tools to gain insight into the new season's aesthetic; Managed a video development by organizing outfits by strategically using visuals