Osvaldo De Los Santos
Woodbridge Township,NJ
Overview
3
3
years of professional experience
Work History
Investment Operations Analyst
Prudential Financial
08.2022 - Current
- Supported Prudential Financial business partners and corporate controllers to consolidate and manage enterprise-wide Assets Under Management (AUM) on a monthly basis and publish to stakeholders during earnings release on a quarterly basis
- Prepared and analyzed 25+ Investment Policy Investment monitoring reports on a monthly basis, which allowed for Global Portfolio Management to review investment exposure in various asset classes and sectors
- Formed part of the Employee Quotient Committee to increase and maintain a high employee retention rate through the creation of events and surveys (e.g., Game day, Picnics, Public Speakers)
Risk & Financial Advisory Analyst
Deloitte
01.2022 - 08.2022
- Supported a tier 1 bank to determine their planning approach, operating structure to manage and task the delivery of the programs / milestones / deliverables
- Created/ maintained a master tracker which provided a holistic view of project statuses
- Supported with the Quality Review of major milestones and deliverables across three checks: syntax, capability category, risk reduction flag
- Responsible for weekly status reporting to monitor the progress of programs based on stakeholder's management strategies.
Risk & Financial Advisory Intern
Deloitte
06.2021 - 08.2021
- Supported a broker-dealer client in the triage and assessment of customer complaints regarding their securities business and operational issues, including service level response times, trade execution discrepancies, and account servicing as required by FINRA rule 4530
- Maintained project status reports and provided client status updates on deliverables and open requests
- Developed an increased knowledge of wealth management business models, specifically the fintech wealth management landscape.
Education
Bachelor of Science - Finance -
Kean University
Union City, NJ12.2021
Skills
- Bilingual (English & Spanish)
- Proficient/ Skilled in Microsoft Office (Excel, Word, Powerpoint)
- Tech Savvy
- Critical Thinker
- Emotional Intelligence
- Attention to detail
Timeline
Investment Operations Analyst
Prudential Financial
08.2022 - Current
Risk & Financial Advisory Analyst
Deloitte
01.2022 - 08.2022
Risk & Financial Advisory Intern
Deloitte
06.2021 - 08.2021
Bachelor of Science - Finance -
Kean University
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