Jose Portilla
New York,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Operations Analyst
HR Block
New York, New York
11.2022 - 05.2023
- Analyzed operational performance to identify pain points and provided actionable solutions to management.
- Identified operational and performance issues and worked with managers to resolve concerns.
- Compared business performance and operating policies against benchmarks.
Investment Banking Summer Analyst
JP Morgan Chase
New York, New York
06.2022 - 07.2022
- Facilitated and managed business development plan based on market and industry research.
- Conducted market research to compile competitor data and identify new potential revenue streams.
- Developed financial models in support of new business development and scaling.
Personal Trainer
Blink Fitness, Equinox Holdings
New York, NY
08.2019 - 05.2022
- Communicated with clients to determine goals and performed client assessments.
- Built and established lasting relationships using encouragement and personal support.
Real Estate Analyst
Di Lorenzo Family Office
New York, New York
06.2020 - 08.2021
- Used strong research skills to improve understanding of local areas and properties.
- Maintained up-to-date understanding of trends in sales prices and construction costs to keep assessments accurate and current.
- Negotiated contracts for improved pricing and terms of business with suppliers.
- Standardized fair, equitable and uniform systems of assessing different types of properties.
Education
Bachelor of Science - Business
University of Phoenix
06.2023
Skills
- Project Management
- Organizational Skills
- Microsoft Office
- Price Negotiation
- Financial Planning
- Market Trends Analysis
- Trading Strategy
- Prospecting and networking
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Italian
Limited
Certification
- J.P Morgan ABP/AHL Investment Banking Fellowship Program.
- University of Pennsylvania - Introduction to Finance and Accounting.
- University of Pennsylvania - Finance & Quantitative Modeling for Analysts Specialization.
- Yale University - Financial Markets.
- Harvard University - Time Management.
- Harvard University - Business Case Development.
Timeline
Operations Analyst
HR Block
11.2022 - 05.2023
Investment Banking Summer Analyst
JP Morgan Chase
06.2022 - 07.2022
Real Estate Analyst
Di Lorenzo Family Office
06.2020 - 08.2021
Personal Trainer
Blink Fitness, Equinox Holdings
08.2019 - 05.2022
Bachelor of Science - Business
University of Phoenix
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