Luisa Gastambide

Improvement of our Investment Platform through enhanced functionality and streamlined development processes. My role involved collaborating with Developers to implement quicker cycles and escalating platform improvements. I introduced agile methodologies for team collaboration, integrated stakeholder feedback for increased customer satisfaction, and played a pivotal role in consistently generating crucial investment data, including Composites data adhering to GIPS standards. These initiatives showcase my commitment to driving efficiency, innovation, and customer-centric solutions within our platform

As a freelancer Financial Analyst, I contributed significantly to business development through market research and competitive analysis, providing crucial insights. Achieved client satisfaction by delivering precise and timely financial information tailored to their specific needs. Played a key role in executive decision-making by offering data-driven insights into revenue trends and cost drivers. Additionally, conducted pivotal valuation analyses in M&A transactions to secure favorable deal terms. Utilized NPV, IRR, and other financial metrics to assess project ROI, prioritizing high-value initiatives. Employed advanced financial models and tools for intricate trend identification and forecasting in revenue, profitability, and expenses. This demonstrated commitment to elevating forecasting accuracy and driving strategic financial decisions.

Collaborated with internal teams to formulate innovative investment strategies, enriching client portfolios and nurturing growth. Enhanced customer experience by proactively following up, swiftly addressing concerns, and upholding transparent communication. Played a key role in creating investments and financial data for marketing materials, showcasing the firm's sector expertise. Led thorough quality assurance and testing on our internal investment platform. Worked closely with developers to refine and optimize the platform, ensuring enhanced performance.

Strategically managed private wealth and portfolios, specializing in asset allocation, product selection, and market analysis. Tailored investment portfolios to provide customized financial solutions. Drove business development through meticulous market research, competitive analysis, and valuable insights. Enhanced stakeholder satisfaction by delivering precise financial information tailored to unique needs. Identified and capitalized on new investment opportunities through comprehensive due diligence. Mentored junior analysts, improving overall team performance in financial modeling. Proactively monitored industry trends, facilitating swift adaptation strategies to changes impacting business performance.

Facilitated asset allocation and conducted proactive scouting for investment opportunities. Conducted comprehensive reviews of products and markets, leading to informed selection decisions. Administered assets trading and managed investment accounts for optimal performance. Provided training and oversight for junior team assistants to ensure skill development and adherence to best practices.

Handled end-to-end account administration tasks, including new account openings, maintenance, card administration, transfers, and transactions. Executed trading of investment products. Maintained meticulous records for regulatory compliance, addressing potential issues proactively to prevent escalation. Successfully managed multiple high-profile accounts concurrently with a strong focus on detail and organization.