Juana Diez de Onate
New York,NY
Summary
Results-driven Investment Specialist recognized for productivity and efficiency in portfolio construction and market analysis, consistently aiming to enhance portfolio performance and resilience. Skilled in strategic thinking, communication, and problem-solving, with a proven ability to navigate complex financial landscapes and deliver targeted investment recommendations.
Overview
3
3
years of professional experience
Work History
Investment Specialist, Analyst
J.P. Morgan
New York, USA
12.2022 - Current
- Key contributor to the Investment Solutions team, collaborating with strategists, asset class leaders, and product specialists to deliver tailored portfolio construction and asset allocation solutions that align with clients' investment goals.
- Leverages the entire investment universe across managed and brokerage assets, partnering with financial advisors to deliver a holistic approach of the J.P. Morgan platform.
- Translates the firm's market and economic insights into actionable solutions, conducting in-depth assessments of client allocations and proactively identifying opportunities to optimize portfolio performance and help advisors grow their book of business.
Business Growth Strategy Associate
Wells Fargo Advisors
St. Louis, USA
05.2022 - 12.2022
- Played an instrumental role in launching the Wealth & Investment Management Vision Investing group, delivering firmwide ESG services and implementing impactful sustainability practices.
- Delivered daily advisory support to financial advisors and clients driving increased engagement, deepening client trust, and expanding opportunities for growth in ESG-focused products and services.
- Developed a market analysis tool, the 'Looking-Ahead' report, which delivered weekly summaries of market trends and economic themes to enhance advisor-client communications.
Wealth and Investment Management Analyst
Wells Fargo Advisors
St. Louis, USA
07.2021 - 05.2022
- Executed comprehensive ESG portfolio analyses utilizing Morningstar and Sustainalytics data, strategically aligning client portfolios with sustainability objectives to drive growth in ESG-focused products and services.
- Engaged in frequent advisor and client meetings to explain ESG metrics and portfolio alignment strategies, strengthening understanding of ESG investments and building advisor capabilities in sustainable investing.
Education
Bachelor of Science - Environmental Engineering
University of Michigan
Ann Arbor, MI05.2021
Skills
- Fluent in Spanish
- Investment Strategy & Product
- Excel
- Factset
- Morningstar Direct
- Aladdin
Professional Licenses
- CFA Program Level 1, 06/01/24
- FINRA Series 66, 02/01/23
- FINRA Series 7, 09/01/21
- FINRA Securities Industry Essentials Credential (SIE), 08/01/20
Interests
- Field Hockey
- Scuba Diving
- Yoga
Timeline
Investment Specialist, Analyst
J.P. Morgan
12.2022 - Current
Business Growth Strategy Associate
Wells Fargo Advisors
05.2022 - 12.2022
Wealth and Investment Management Analyst
Wells Fargo Advisors
07.2021 - 05.2022
Bachelor of Science - Environmental Engineering
University of Michigan