Annette Acosta

Experience

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  Grupo Financiero Interacciones

  Jun 2006 - Jun 2007

  Analyst of International Treasury

  Funded International Treasury (bank and brokerage house accounts 50M & 120M) monitored and forecasted the company’s needs for short term funding and found appropriate investment opportunities for excess cash. Traded Eurobonds, futures, and commercial paper. Analyzed companies’ risk profiles and assessed their credit ratings in order to purchase commercial paper or treasury bills, allocating the instruments to clients according to their profile. Introduced and explained Structure Notes to the institution by creating presentations for management, operations, sales force, and clients. Designed a catalog system and built a report tool for the instrument. Show less

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  Accival Citigroup

  Jun 2007 - Sept 2009

  Equity Trader

  Traded short term and intraday Mexican equity for the proprietary position. Conducted fundamental research in companies traded by the team to produce briefs, as well as technical analysis for trading. Intraday equity arbitrage of American Depositary Receipts (ADRs) and International Quotations System (SIC) between US and Mexico, helping to make it the leading brokerage house in the country.US/MXN currency trading to cover positions of arbitrage, averaging 30M a day up to 220M. Oversaw intraday bookkeeping for arbitration desk between Mexico and US with ADRs and SIC. Monitored expenses and oversaw new requirements for the team. Show less

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  Pacific Pride

  Jan 2012 - Jul 2012

  Finance Consultant

  Analyzed financial statements and projected cash flows with different capital structures to advise on short term funding strategy. Devised and implemented strategy to improve management of sales and inventories, thereby improving tools for decision-making.

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  Bolt Markets

  Nov 2012 - Mar 2013

  Research Analyst

  Responsible for handling distressed investments and directed extensive due diligence activities. Drafted and delivered investment pitches to investors, including creation of investment teasers, daily news and market analysis. Prepared presentations covering different industries and companies for internal managing directors.

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  Pichardo Asset Management

  Mar 2014 - Aug 2015

  Jr Portfolio Manager/ Head of Analyst Team

  Headed team of analysts overseeing research of 50+ companies listed in the Mexican Stock Market using an internal Growth & Value Investing model to support the firm’s highly diversified and de-indexed long only strategy. Tracked current events and macroeconomic developments and reported relevant information to the investment committee. Delivered quarterly presentations on the MXE’s results and Mexican Market Overview to the Fund’s Board of Directors and major shareholders; presented at Capital Link Annual Closed End Fund Forum in support of firm’s marketing activities Show less

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  Tecnológico de Monterrey

  Jan 2015 - May 2015

  Professor

  Mentored students on building and executing investments strategies in the Bancomer Portfolio Management competition at the University Tec de Monterrey.

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  Agenda 28, Project Barakat Bundle

  Aug 2015 - Nov 2015

  Pro-Bono Consultant

  Utilized Human Centered Design while conducting field work in under-developed urban and rural areas, analyzing behaviors, attitudes and emotions through observation, focus groups and interviews, and gathering first hand information. Developed a design strategy to increase the impact of an initiative to reduce preventable infant and maternal mortality.Conducted presentations on and facilitated Human Centered Design Workshops at two universities in India.

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  The Business Innovation Consulting Group

  Jan 2016 - Jun 2017

  Senior Consultant

  Analysis and developing strategies of new ways of working, change management and innovation. Working in a project to build a new operating model in a financial institution focused on serving the population at the bottom of the pyramid.

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  IDEX Accelerator- Global Fellows Program (IDEX Fellowship)

  Jul 2017 - Dec 2017

  IDEX Fellow
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  Patamar Capital

  Jul 2017 - Jul 2018

  Impact Investing

  Patamar Capital (formerly Unitus Impact) is a venture capital firm that seeks to unlock better economic opportunities for South Asia and South East Asia's low income communities by engaging the working poor, addressing market inefficiencies and maximizing social and financial return. Patamar invests in and supports visionary entrepreneurs solving South and Southeast Asia’s most pervasive problems at scale.

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  UNLEASH - Innovation lab for SDGs

  Apr 2018 - Jun 2018

  Unleash Talent for 2018

  Selected talent for UNLEASH, a global initiative that brings together top talent from all over the world to work on real, scalable solutions to the United Nation Sustainable Development Goals (SDGs)

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  UNIDROIT - International Institute for the Unification of Private Law

  May 2019 - Dec 2019

  Researcher on Human-Centred Business Model

  Research on current frameworks and indicators to evaluate environment, social and ethical impacts in businesses and supply chains, as well as SDGs indicators to cross-check them with the Human-Business Centered Model, a model that looks to create an economically sustainable business with a holistic approach taking into consideration social, environmental, and integrity objectives through a set of guiding principles.

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  Grameen Foundation

  Nov 2019 - Apr 2022

  Coaching

  Finance coaching in various programs throughout emerging countries. Colombia-finance coach in a one-week accelerator program for young coffee entrepreneurs. Philippines- Risk Management consultant for a cacao cooperative. Built a risk management framework for the micro-lending arm of the cooperative to mitigate risks of non-performing loans.Guyana- finance coach with entrepreneurs in a local accelerator programDominican Republic- worked with different farmers to build a strategy on different ways to increase their sales Show less

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  Verdesania

  Oct 2020 - now

  Co-funder

  We help design, source, and sell unique products that elevates the status of women owners of small artisanship workshops by building their capacity in design and ecological sustainability while helping them expand the commercial reach of their products