Matias Maragoto
Miami,FL
Summary
Highly-motivated entry-level employee with a desire to take on new challenges and responsibilities. Experienced in conducting business to business communication with suppliers and handling privileged financial information. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
Wealth Management Intern
GenTrust
Miami, FL
01.2024 - 03.2024
- Reconciled client information and profiles using salesforce software and Excel
- Delivered Spanish translated pitch decks for prospective clients
- Assessed a financial planning case study and provided recommendations about portfolio diversification and budgeting plans
- Operated a Bloomberg terminal to analyze and monitor potential investment decisions based on Bloomberg data and news
Financial Analyst
ABAM Cigars SRL
Santo Domingo
01.2022 - 05.2022
- Conducted research on industry trends and financial benchmarks to explain financial analysis and forecasting.
- Assisted in the development of financial statements and completed cost and revenue analysis.
- Assisted and translated investor presentations and other external communications from English to Spanish related to financial performance and strategy.
- Prepared report packages of key performance indicators and trends to assist monthly review meetings.
Education
BBA - Finance
Hult International Business School
Cambridge, MA05-2024
Skills
- Microsoft Excel
- Reporting
- Financial Forecasting
- Salesforce
- Critical Thinking
- Communication Skills
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Relevant Courses
- Corporate Finance (2022)
- Managerial Accounting (2022)
- Statistics and Data Analytics (2021)
- Economic Theory and Application (2022)
References
References available upon request.
Timeline
Wealth Management Intern
GenTrust
01.2024 - 03.2024
Financial Analyst
ABAM Cigars SRL
01.2022 - 05.2022
BBA - Finance
Hult International Business School