Overview
Work History
Education
Skills
Certification
Leadership and Involvement
Timeline
Generic

DANIEL RAMIREZ

New York,NY

Overview

8
8
years of professional experience
1
1
Certification

Work History

Trade Analyst

Honeywell International Inc.
Morris Plains, NJ
01.2024 - Current
  • Coordinated with external stakeholders such as banks, brokers, and traders for obtaining required documentation and completing transactions.
  • Supported complex deals relating to government, defense, manufacturers, oil refineries, for the execution of day-to-day letters of credit, Risk Management for Surety Bonds, among other financial instruments.
  • Developed new strategies to mitigate risks associated with trade financing activities.

Research Analyst, Financial Services

Insider Intelligence
New York, NY
07.2020 - 11.2022
  • Analyzed and organized research data from various sources, including industry reports, institutional reports, financial statements, and internal databases to produce reports, newsletters, and company/industry analysis for domestic and international clients.
  • Proficiently analyzed diverse companies and industries, such as Banking and Asset & Wealth Management. Additionally analyzed investments, including fixed income securities, ESG, and alternative investments.
  • Provided clients with the latest industry news, earning releases, and comprehensive explanations for investments, including financial performance and market conditions.
  • Demonstrated proficiency in creating dynamic and engaging PowerPoint presentations for private clients and business leaders.

Analyst, Asset & Wealth Management

JPMorgan Chase & Co
New York, NY
07.2018 - 10.2019
  • Provided client documentation, investment management services and due diligence to the Wealth Management team.
  • Led the organization to open client accounts from multiple markets, including Latin America, North America, Europe, and Asia, resulting in millions of revenue for the bank.
  • Researched and analyzed background information of the clients through public record databases, including negative media and sanctions to find derogatory information that assisted the private bank team.

Intern, Corporate and Investment Banking

BBVA
Bogota, Colombia
01.2016 - 07.2016
  • Provided financial modeling and financial analysis by creating in-depth spreadsheets detailing trends and forecasts for revenue, profitability, and expenses from major companies operating in Latin America, to assist in valuation analysis and research reports
  • Completed numerous public stock offering and takeovers including Isagen, one of the largest power generators in the country, that raised over $2 billion.

Education

Master's - Economics

Universidad De Los Andes
2019

Bachelor's - Economics

Universidad De Los Andes
Bogota
2016

Skills

  • Financial modeling
  • Financial analysis
  • Advanced Microsoft Excel (VLOOKUP, PivotTables, Index Match)
  • Advanced Microsoft PowerPoint
  • SQL, Stata, Microsoft Power BI, Bloomberg Terminal
  • Fluent in Spanish

Certification

Columbia Business School | New York, 2020
International Certificate in Corporate Finance (ICCF)

  • Financial Analysis, Corporate Valuation, Investment and Funding decisions.

Investment Banking Institute | New York, 2018
Intensive 4-week financial modeling and valuation training program

  • Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis.

Leadership and Involvement

 Valuation Analyst, IBI

  • Served as lead analyst for determining market value of Tata Consultancy Services and other similar companies through Company Comparable Analysis.

Timeline

Trade Analyst

Honeywell International Inc.
01.2024 - Current

Research Analyst, Financial Services

Insider Intelligence
07.2020 - 11.2022

Analyst, Asset & Wealth Management

JPMorgan Chase & Co
07.2018 - 10.2019

Intern, Corporate and Investment Banking

BBVA
01.2016 - 07.2016

Master's - Economics

Universidad De Los Andes

Bachelor's - Economics

Universidad De Los Andes

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DANIEL RAMIREZ