Alejandra Palacios Cavalieri

Experience

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  IC Consultant

  Oct 2016 - Dec 2018

  Operations Analyst

  • Prepare sell’s proposals and issuance of insurance policies.• Manage renewal portfolio.

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  Citi

  Jun 2019 - Feb 2020

  Treasury Intern

  • Analyze and monitor money market development, in terms of financial indicators and new policies’implementation.• Support bank’s liquidity management and REPO transactions.• Prepare treasury department’s corporate presentation for Senior Management.

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  IC Consultant

  Feb 2020 - Jan 2021

  Operations Manager

  • Advise new and actual clients in the choice of the insurance plan as a part of the personal financial plan. • Review business strategic and financial plans. Coordinate agency process. Supervise and train staff.• Ensure business alliances with wealth management firms and travel agencies.• Monitor insurance policies’ issuance.• Monitor insurance policies’ renewals.

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  Magna Capital

  Mar 2021 - Jun 2023

  Senior Analyst

  • Develop and review aggressive portfolio’s strategies and proposals. AUM growth 32% between 2021-2022.• Prepare market quarterly reports. Analyze macroeconomics indicators; risks and geopolitical factors and cryptomarket news. Follow indicators such as inflation, employment, commodities and real estate market.• Analyze financial instruments. Develop benchmarks for specific industries’ analysis and valuation.• Plan, organize and budget a company project specialized in NFTs projects. Show less

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  Mercantil Banco

  Jun 2023 - now

  CoE Finanzas

  - Development and implementation of dashboards for financials monitoring and analysis.- Business plan's development and analysis for holding's companies.- Analysis and monitoring of the investment portfolio's goals, benchmarks and strategies.- Reporting for different committees.