Eduardo Gutierrez
New York,NY
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Wealth Analyst: Citi Investment Management
Citi
New York, NY
08.2025 - Current
- Worked with the Discretionary Alternatives (DAS) team to monitor performance across underlying funds, synthesizing an analysis into client-ready insights and commentary for portfolio reviews and investment updates.
- Developed client-facing and internal materials including presentations, fact sheets, one-pagers, FAQs, and marketing decks used in client calls and hosted on internal SharePoint.
Wealth Management Summer Analyst
Citi
05.2024 - 08.2024
- Worked with lending advisors and product partners within Wealth Lending to help develop marketing materials related to all product offerings.
- Utilized Salesforce functionality to help develop and incorporate a pipeline format and methodology to deepen and understand business momentum.
Launch Summer Intern
Ernst & Young
06.2023 - 08.2023
- 10-week summer internship with EY, focusing on a rotation between Audit and Tax.
- Conducted substantive testing on client's financial data to identify potential errors or misstatements, ensuring accurate financial reportings.
Virtual Insights Series
Goldman Sachs
05.2023 - 06.2023
- Gained access to expert perspectives, research findings, and networking opportunities with professionals from Goldman Sachs
Citi Early ID Leadership Program
Citi
01.2023 - 05.2023
- Virtual training program introducing Citi and access to an accelerated recruiting process for an internship aligned to the Global Wealth department
- Weekly meetings with mentors to network and discuss questions, current events, careers at Citi, etc.
Wealth Management Summer Analyst
Banco Sabadell
Miami, FL
05.2022 - 08.2022
- Deepened an understanding of market data and technical/fundamental skills used to advise clients for future movements in the markets
- Assisted on the development of a risk mitigation tool for measuring historical deviations and correlations of mutual fund strategies versus benchmarks and peers in order to determine exit levels when a strategy isn't performing.
Sales Associate
North Face
01.2022 - 05.2022
- Drove sales through engagement of customers, suggestive selling, and sharing product knowledge; acquiring customer service expertise.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Education
BBA - Finance
University of Miami
Miami, FL05-2025
Bachelor of Arts - Accounting And Finance
Eastern University
Wayne, PA12-2022
Skills
- Bilingual in Spanish and English
- Microsoft Office proficiency
- Team leadership and collaboration
- Time management and organization
- Analytical and critical thinking
- Client communication
Certification
Bloomberg Markets Concept Certification
Athletic Experience
Kendall Academy Men's Soccer:
August 2018 - May 2021
• Leader and captain of team 2020-2021 season.
• Led team to USDA Playoffs in 2019 and MLS NEXT Playoffs in 2021.
Eastern University Men's Soccer:
August 2021 - December 2022
• MAC Conference Freshman All-Team and Academic Honor Roll.
• Played 16 out of 17 games and led the team to a 10-5-2 record.
Timeline
Wealth Analyst: Citi Investment Management
Citi
08.2025 - Current
Wealth Management Summer Analyst
Citi
05.2024 - 08.2024
Launch Summer Intern
Ernst & Young
06.2023 - 08.2023
Virtual Insights Series
Goldman Sachs
05.2023 - 06.2023
Citi Early ID Leadership Program
Citi
01.2023 - 05.2023
Wealth Management Summer Analyst
Banco Sabadell
05.2022 - 08.2022
Sales Associate
North Face
01.2022 - 05.2022
BBA - Finance
University of Miami
Bachelor of Arts - Accounting And Finance
Eastern University