Summary
Overview
Work History
Education
Skills
Certification
Classprojects
Coursework
Timeline
Generic

Marco Juarez, MBA,MA

San Antonio,TX

Summary


Recent graduate with foundational knowledge in data analyst and hands-on experience gained through academic projects and internships.

Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Highly skilled and tech-savvy innovator with a passion for continuous improvement

Overview

7
7
years of professional experience
1
1
Certification

Work History

Wealth Management -Investment Servicing Senior Specials II

JP Morgan Chase
06.2022 - Current
  • Completed FINRA Series 7 and 63 exams within a 90-day time frame
  • Built strong relationships with clients through regular communication, understanding their issue

IMS Business Support Services Intern

UT health San Antonio
01.2020 - 05.2020
  • Completed reports for the business intelligence team using power Bi Visualization
  • Gathered data from multiple sources like Excel, SQL then imported into Power Bi
  • Cleaned data imported to power Bi in Power query using DAX language

Teaching -Substitute Teacher (K-9)

Self Employment
06.2017 - 12.2017
  • Worked with student to help them better understand complex materials
  • Communicated and taught students subject like math, history, and sciences
  • Modified lesson plan and assigned homework
  • Carefully balanced multiple course work simultaneously while making sure to be adaptive when needed

Education

Master of Arts - Economics-Business Data Analysis & Forecasting concentration

The University of Texas-San Antonio
San Antonio, TX
12.2020

Master of Business Administration -

Texas A&M San Antonio
San Antinio
12.2018

Skills

  • R-Studio
  • Python Jupiter Notebook
  • Microsoft Word
  • PowerPoint
  • Excel
  • Power Bi
  • DAX
  • SAS
  • SQL

Certification

  • Securities Industry Essentials
  • Series 63 (Uniform Securities State Law Examination)
  • Series 7 (General Securities Representative)

Classprojects

  • Lead and organized a team of four students to construct an HR scorecard for a case study within a 4-month period. We developed a seven-step strategy to improve cost, hiring, and turnover.
  • Completed case studies in management, organizational behavior, and performance management.
  • Completed projects in merged data from cryptocurrency to transformation graphs using matplotlib, panda, and nymph in python.
  • Completed projects in molding a mortgage-back securitization to project the future cash collection from mortgage loans based on different default risk assumptions and then allocates cash available to MBS certificate holders using SAS.
  • Lead and organized a team of four students to gather credited data from Kaggle. We cleaned the data and merged two tables to be able to predict only a few variables that will predict a candidate should get credit using RStudio. We tested different modeling methods for example the lasso, elastic, ridge regression. The lasso method gave us a test error of .16 and output just 3 variables out of 20 that were significantly related.
  • Completed small projects predicting google daily return using the time series method using RStudio.

Coursework

  • Applied Econometrics (with R)
  • Computer Technology & Its Applications (with SAP)
  • Data Analytics with Python
  • Statistical Learning/Data Mining in R
  • Managerial Business Statistics (with Excel)
  • Advanced Business Policy
  • Advanced R Programming
  • Econometrics & Business Forecasting (with R)
  • Advanced Programming in SAS
  • Time Series Analysis and Applications (with R)

Timeline

Wealth Management -Investment Servicing Senior Specials II

JP Morgan Chase
06.2022 - Current

IMS Business Support Services Intern

UT health San Antonio
01.2020 - 05.2020

Teaching -Substitute Teacher (K-9)

Self Employment
06.2017 - 12.2017

Master of Arts - Economics-Business Data Analysis & Forecasting concentration

The University of Texas-San Antonio

Master of Business Administration -

Texas A&M San Antonio
Marco Juarez, MBA,MA