Emilio Esteve

Consultant at NWorld Advisory, Tech & Operations
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Contact Information
us****@****om
(386) 825-5501
Location
ES
Languages
  • Ingles Full professional proficiency
  • Italiano Professional working proficiency
  • Español Native or bilingual proficiency

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5.0

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Lucas Rainieri

Emilio has a great potential and it is capable to manage and learn fast different tasks. He has an interesting knowledge about finances but above all, he is a great partner who cares about others. It was a pleasure to share a team with him.

Juan Rodríguez Fernández

Emilio is an excellent and professional worker who demonstrated a great management skills. He will make an excellent addition to any team.

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Credentials

  • Certified ESG Analyst (CESGA)
    EFFAS - The European Federation of Financial Analysts Societies
    Apr, 2022
    - Nov, 2024
  • Member
    Nova Talent
    Oct, 2021
    - Nov, 2024
  • Corporate Finance Course
    Afi Escuela de Finanzas
    Jun, 2021
    - Nov, 2024
  • EFA, European Financial Advisor
    EFPA Spain | European Financial Planners Association
    Jan, 2021
    - Nov, 2024
  • Cloud Computing, Azure and AI (MOOC)
    ICADE Business School
    Oct, 2020
    - Nov, 2024
  • Akademia
    Fundación Innovación Bankinter
    Oct, 2019
    - Nov, 2024

Experience

  • NWorld Advisory, Tech & Operations
    • Spain
    • Business Consulting and Services
    • 100 - 200 Employee
    • Consultant
      • Aug 2022 - Present

      -ESG: Taxonomy alignment for corporates and financial institutions (CS, DNSH, MSs). Functional definition of a sorting tool (aligned with EU Taxonomy) for a TIER 1 bank to avoid greenwashing in its lending operations. SPOs services development. ESG Ratings campaigns and response (DJSI, Sustainalytics, CDP, GRESB)ESG Commercial Offering for different proposal and services.-ASSET MANAGEMENT: Lead strategy pricing division to re-build the price parametrisation of a leader intermediation bank. Understand different IF and Hedge fund contracts in order to transfer the best data model approach.

    • Associate
      • Feb 2022 - Jul 2022

      -Price parametrization for asset management products in AFB.-Understanding of financial products pricing (rebates, IF) to develop price efficiency strategy implemented in the tool provided.-Re-design of accounting strategy to improve efficiency of revenues (payments and collections). - Re-definition of the Digital Platform for a Tier 1 Asset Management Platform to include the newESG characteristics of the financial assets, this include both regulatory requirements (SFDR, MiFIDESG, EU Taxonomy) and business requirements linked to the sustainability profile of the products.

  • CONSUL CAPITAL GESTORES XXI
    • Spain
    • Investment Banking
    • 1 - 100 Employee
    • Portfolio Management Analyst
      • Sep 2021 - Feb 2022

      Andbank principal boutique. -Choose assets for the portfolio offered to the clients. Portfolio creation. -Follow clients portfolio balancing it depending on the economic momentum. -Investment analysis and fundamental analysis for different investment vehicles including alternative assets. -Meet new fund manager in order to offer new investment opportunities. -ESG allocation and integration into portfolios managed. -Investment strategy definition for portfolio. -Funds research.

  • May Business Consulting
    • Spain
    • Business Consulting and Services
    • 1 - 100 Employee
    • Strategy & Operations Consultant
      • Mar 2021 - Aug 2021

      Operations Specialist in Openbank Argentina. -Participate in the definition and parameterisation of the banking CORE strategy. -Operational documentation of CORE banking products. -Monitoring and operational control of compliance standards through defined KPIs. -Control and document management of the ONB process for new clients. -Fraud detection in European cards. Daily contact with suppliers (Fiserv, VISA, Mastercard) to obtain data and analyze the fraud operations. -Rules creation to avoid fraud on Cards.

  • Bankinter
    • Spain
    • Banking
    • 700 & Above Employee
    • Private Banking Trainee
      • Feb 2020 - Jan 2021

      The traineeship provides me great knowledge about financial markets, investment banking and alternative vehicles. The daily tasks were related with portfolio management. We were creating portfolios for higher than €500.000 clients. Daily communication with compliance to investigate the provenance of fraudulent speculative cash flows. I attended to management meetings with clients proposing new investment vehicles and ideas. At the end of the year, I was doing capital gains and losses compensation, in order to save money to our clients. Operational documentacion for Bankinter Luxembourg.

  • Santander
    • Spain
    • Banking
    • 700 & Above Employee
    • Corporate Banking Analyst
      • May 2018 - Apr 2019

      Management and following the main Spanish and European companies. •Foreign and intervention departments. (currency exchange, syndicated loans, guarantees, data basis, Confirming payments). Elaborating essays about debt and rating. •Customer attention Management and following the main Spanish and European companies. •Foreign and intervention departments. (currency exchange, syndicated loans, guarantees, data basis, Confirming payments). Elaborating essays about debt and rating. •Customer attention

Education

  • UNIR - La Universidad en Internet
    Master en Economía Internacional, Economía internacional
    2023 - 2024
  • Universidad Pontificia Comillas
    Master in Finance, 8.0
    2019 - 2020
  • Universidad Complutense de Madrid
    Grado en Administración y Dirección de Empresas
    2013 - 2018
  • Università di Bologna
    Grado en Administración y Dirección de Empresas, Business
    2016 - 2017

Community

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