Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Patricia Ramirez

Las Vegas,NV

Summary

Results-driven project management professional with a proven track record of high productivity and efficient task completion. Expertise in strategic planning, risk management, and effective stakeholder communication. Demonstrates strong leadership, time management, and adaptability to ensure seamless project execution and achievement of objectives.

Overview

7
7
years of professional experience

Work History

Project Manager - Senior Implementation Associate (Commercial Bank)

JPMORGAN CHASE & CO.
Plano, TX
02.2023 - 04.2025
  • Managed an average of ~25 intricate implementation projects for complex & technical products across 15+ countries. Led tasks encompassing scope planning, including assessing the size, duration/scheduling, scope, and complexity of the project, document preparation, rigorous testing, billing, and successful go-live implementations.
  • Responsible for managing and resolving customer inquiries, feedback, and complaints to ensure a positive and efficient customer experience.
  • Ensure projects consistently adhere to established timelines and provide regular project status reports. Review and negotiate agreements for tailored solutions, such as cash management and liquidity services, ensuring offerings meet both international and local regulations as well as internal procedures.
  • Own implementation projects for new clients migrating from SVB (Silicon Valley Bank) and FRC (First Republic Bank), coordinating seamless integration and ensuring compliance with regulatory requirements.
  • Ensure project documentation (agendas, minutes, project plans, presentations, etc.) is complete, timely, accurate, and in accordance with standards and policies.

Project Manager - Associate (Private Bank)

JPMORGAN CHASE & CO.
Plano, TX
11.2021 - 02.2023
  • Performed comprehensive onboarding projects (averaging 15 per month) and product implementations for high-net-worth individuals, families, and institutions across the Latin American region, with the highest funding totaling $700 million.
  • Ensured that customers´ accounts were properly managed and maintained in accordance with JPMorgan's standards and regulatory requirements. Applied an understanding of the nuances of local markets, tax policies, and investment laws in different LATAM & US jurisdictions.
  • Successfully owned and drove the identification, transparency, escalation, and resolution of risks while collaborating with senior wealth management professionals, Sales, Compliance, Legal, and Engineering teams.

Senior Analyst - Operations

GOLDMAN SACHS
Dallas, TX
12.2020 - 05.2021
  • Company Overview: Operations (Corporate and Workplace Solutions)
  • Managed expense and operational processes, as well as sensitive projects involving highly confidential information, with internal and external stakeholders for the Americas region (U.S., Brazil, Mexico, Chile, Argentina, and Peru).
  • Led account migrations for post-acquisition onboarding initiatives (e.g., United Capital).
  • Successfully collaborated with Treasury, Engineering, and Legal teams to execute special projects that re-engineered the firm's processes for payments to clients, contractors, regulatory agencies, vendors, and others.
  • Initiated daily and monthly reports to track team metrics, improving communication and coordination with the customers.
  • Operations (Corporate and Workplace Solutions)

Analyst - Operations

GOLDMAN SACHS
Dallas, TX
07.2019 - 12.2020
  • Company Overview: Operations (Corporate and Workplace Solutions)
  • Ensured that all operational steps were completed accurately, in compliance with rules and regulations, when managing high-volume, high-dollar settlements (ranging from thousands to millions in value), with a focus on risk management.
  • Utilized strong interpersonal and communication skills, meticulous attention to detail, and time management skills when collaborating with different divisions/senior leadership (internal/external, treasury, audit, engineering, and legal).
  • I successfully completed key projects in emerging markets, including Chile's new process for regulatory payments and Peru's first vendor and employee transactions via SAP Concur.
  • Operations (Corporate and Workplace Solutions)

Investment Banking Summer Intern

UNION GAMING SECURITIES
Las Vegas, NV
05.2018 - 08.2018
  • Conducted extensive market research and led a team of 5 interns in developing the firm's market study deliverables.
  • Applied analytical thinking to complex project models and contributed to international and domestic market study reports, client reports, feasibility studies, economic impact assessments, and financial sustainability studies.
  • Utilized a range of soft and hard skills, including but not limited to aptitude in Excel, working with databases, reading financial statements, and composing professional reports for gaming corporations, as well as state and local legislatures.

Education

Bachelor of Science - Business Administration, Economics

UNIVERSITY OF NEVADA, LAS VEGAS: HONORS COLLEGE
Las Vegas, NV
05.2019

Summer Venture in Management Program - Boston, MA

HARVARD BUSINESS SCHOOL
Boston, MA
06.2018

Skills

  • Project management
  • Regulatory compliance
  • Risk assessment
  • Stakeholder coordination
  • Implementation planning
  • Customer relationship management

Languages

Spanish
Native/ Bilingual
English
Native/ Bilingual

Timeline

Project Manager - Senior Implementation Associate (Commercial Bank)

JPMORGAN CHASE & CO.
02.2023 - 04.2025

Project Manager - Associate (Private Bank)

JPMORGAN CHASE & CO.
11.2021 - 02.2023

Senior Analyst - Operations

GOLDMAN SACHS
12.2020 - 05.2021

Analyst - Operations

GOLDMAN SACHS
07.2019 - 12.2020

Investment Banking Summer Intern

UNION GAMING SECURITIES
05.2018 - 08.2018

Bachelor of Science - Business Administration, Economics

UNIVERSITY OF NEVADA, LAS VEGAS: HONORS COLLEGE

Summer Venture in Management Program - Boston, MA

HARVARD BUSINESS SCHOOL
Patricia Ramirez
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