Juan Pelayo Andreu-Urra L-V
Senior Consultant - Capital Markets - Wealth & Asset Management at NWorld Advisory, Tech & Operations- Claim this Profile
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Alemán Limited working proficiency
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Inglés Full professional proficiency
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Francés Limited working proficiency
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Español Native or bilingual proficiency
Topline Score
Bio
Credentials
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Introduction to Corporate Finance
Corporate Finance Institute® (CFI)Jun, 2020- Nov, 2024 -
Accounting Fundamentals
Corporate Finance Institute® (CFI)May, 2020- Nov, 2024 -
Reading Financial Statements
Corporate Finance Institute® (CFI)Apr, 2020- Nov, 2024 -
Método BusinessADN
BusinessADNMar, 2020- Nov, 2024 -
First Certificate Exam (FCE)
University of CambridgeApr, 2015- Nov, 2024
Experience
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NWorld Advisory, Tech & Operations
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Spain
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Business Consulting and Services
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100 - 200 Employee
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Senior Consultant - Capital Markets - Wealth & Asset Management
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May 2023 - Present
.- Business Development in the Investment Funds Industry, looking for new partnerships and growth opportunities..- Accompanying one of the leading companies in the W&A Management sector in its growth and consolidation of new services and markets.
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Senior Consultant - Capital Markets - Wealth & Asset Management
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Sep 2022 - Apr 2023
.- Leading the functional definition of a solution for one of the top WealthTech platforms for the funds industry listed on the Stock exchange..- Creating the Target Operating Model (TOM) for the different teams involved: Finance, Billing, Legal, Investment, Operations and Data Departments..- Managing a team of 5 people, reporting directly to top management of both client and internal directors..- Helped in the development of opportunities through the definition of proposals to clients. Show less
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Consultant - Capital Markets - Wealth & Asset Management
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Sep 2021 - Aug 2022
.- Led the definition and implementation of an application that has guided the largest funds migration in Europe (> €320bn) which involved more than 70 stakeholders at the same time..- Coached on-site and off-site different teams from Poland, UK and Spain taking part in the Corporate Action..- Managed a team of 10 people taking care of both the application and the BAU tasks (after transferring the assets), reporting to both sides of the deal..- Involved in all steps of the migration from the strategic to the reporting of the migrated assets, including the preparation and execution. Show less
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Associate Consultant
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Feb 2020 - Aug 2021
.- Analysed and defined functional requirements and processes prior to the kick off of one the biggest assets relocation in Europe..- Led a team of 3 people defining the Target Operating Model (TOM) for a New Internal Onboarding Process for new joiners.
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MP Lifts - Ascensores
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Spain
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Industrial Machinery Manufacturing
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200 - 300 Employee
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Becario en el Departamento de Calidad y Medio Ambiente
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Sep 2017 - Mar 2018
.- Collaborated in the implementation of a New Project management system, elaborating the new procedures. .- Managed and solved the incidences and elaborating reports for the clients throughout the world, at national and international level. .- Collaborated in the implementation of a New Project management system, elaborating the new procedures. .- Managed and solved the incidences and elaborating reports for the clients throughout the world, at national and international level.
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Education
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2018 - 2020
Universidad Loyola Andalucía
Master, Máster en Ingeniería Industrial (MUII) -
2018 - 2020
Universidad Loyola Andalucía
Master of Business Administration - MBA -
2014 - 2018
Universidad Loyola Andalucía
Grado, Ingeniería Electromecánica (Mención Eléctrica)
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