Summary
Overview
Work History
Education
Skills
Trainings Skills Interests
Leadership And Community Involvement
Languages
Timeline
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Daniella Rodriguez

New York,NY

Summary

Finance graduate from Duke University with expertise in short-term credit products and liquidity solutions for Fortune 500 corporate clients. Experienced in credit risk assessment at Citibank, encompassing product approvals and portfolio analysis. Currently supporting global Treasury & Trade sales for major industrial corporations, providing client pitch assistance and market research. Proven skills in financial modeling, including DCF and LBOs, with a strong desire to further enhance analytical capabilities.

Overview

6
6
years of professional experience

Work History

Trade Finance & Coverage Banking Assistant Vice President – Treasury & Trade Solutions

Citibank
New York, USA
07.2022 - Current
  • Created and maintained a risk distribution model with sellable assets, investor pricing, and net revenue for Syndication Desk Head to guide traders on required net asset value of sales needed to meet month-end ROTCE hurdles (FY’23 Asset Sales = $100Bn)
  • Created a daily P&L model that was used to track Trade revenue based on daily accrual information for both interest revenues and fees & devised a framework to track Risk-Weighted Assets & measure in-business ROTCE to aid asset optimization initiatives
  • Wrote transaction summaries & credit review materials for new and existing facilities for the Risk Approval committee
  • Edited Loan Agreements, Standby/Financial LCs & Securitization Offering Documents based on transaction terms
  • Worked with coverage, risk, finance, operations & legal partners on closing process for transactions, including loan system set-ups
  • Pitched and advised on transaction services products for Industrials clients in the Institutional Clients Group portfolio
  • Select transaction experience includes:
  • $2Bn global receivable finance program for one of the world’s largest telecommunications networks
  • $700MM Bill of Exchange facility between a large aluminum manufacturer and a large aerospace company
  • $400MM Supply Chain Finance syndication for one of the largest paper products companies in the US

English Tutor

Ringle
02.2022 - 05.2022
  • Company Overview: a Korean startup that helps professional adults trying to establish themselves in the Western business market, as well as those trying to improve their written and spoken English
  • Worked as a tutor at Ringle, a Korean startup that helps professional adults trying to establish themselves in the Western business market, as well as those trying to improve their written and spoken English
  • Coached students about business practices in America and discussed financial topics
  • Worked with over 50 students and maintained a 4.7/5 overall rating
  • A Korean startup that helps professional adults trying to establish themselves in the Western business market, as well as those trying to improve their written and spoken English

Financial Aid Representative

Duke University Annual Fund
Durham, NC
08.2019 - 01.2021
  • Worked as a Financial Aid Representative in charge of calling alumni and parents to request Annual Fund contributions that benefit Duke students by providing financial aid awards, research programs, summer internship stipends, art exhibitions, etc.
  • Trained incoming Student Development Representatives regarding calling protocol as well as Duke Phonathon software usage

Education

Bachelor of Arts - Political Science

Duke University
Durham, NC
08-2022

Bachelor of Science - Economics, Finance Concentration

Duke University
Durham, NC
05.2022

Skills

  • Salesforce
  • PowerPoint
  • Excel
  • Python
  • STATA
  • Financial forecasting
  • Financial analysis
  • Relationship building and management

Trainings Skills Interests

Native Language - Fluent, Native Language - Fluent, Fluent, Beginner, Salesforce, PowerPoint, Excel, Python, STATA

Leadership And Community Involvement

  • C5 Georgia Foundation, Selected to be part of a 5-year leadership development program for high-potential teens from under-resourced communities; successfully completed the program and serviced as a counselor for incoming participants., 300, Created a suicide prevention campaign in Cobb County, GA
  • Citizen Redistricting North Carolina, Designed proprietary congressional maps that were fair based on specific criteria: Proportionality, Minority Representation, Compactness, etc., Won the statewide competition for the best overall map
  • Mass Incarceration Research, Investigated the extent to which people of different races are affected by mass incarceration and recidivism rates., Devised Markov Models to predict future trends in incarceration levels by race and utilized Python to create graphics and to calculate invariant distributions.

Languages

Spanish
Native/ Bilingual
French
Professional

Timeline

Trade Finance & Coverage Banking Assistant Vice President – Treasury & Trade Solutions

Citibank
07.2022 - Current

English Tutor

Ringle
02.2022 - 05.2022

Financial Aid Representative

Duke University Annual Fund
08.2019 - 01.2021

Bachelor of Arts - Political Science

Duke University

Bachelor of Science - Economics, Finance Concentration

Duke University

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Daniella Rodriguez