Santiago Lossada
Analyst at AV Financial Group- Claim this Profile
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Spanish Native or bilingual proficiency
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English Full professional proficiency
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Bio
Experience
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AV Financial Group
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Panama
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Financial Services
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1 - 100 Employee
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Analyst
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Jul 2023 - Present
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Junior Analyst
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Mar 2022 - Jun 2023
- Performed operational reviews for investments in mutual funds and ETF’s by conducting due diligence reviews, drafting assessment reports of managers, and making presentations for research committees.- Monitored existing fund investments through their investment lifecycle. Wrote monthly commentaries detailing fund results to date.- Prepared performance reports and other data for clients that may involve evaluating account performance and investment portfolio holdings.
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IESA
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Venezuela
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Education Administration Programs
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400 - 500 Employee
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Assistant Professor
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Apr 2021 - Mar 2023
- Quantitative Techniques Invited Professor - Achieved 4.63/5 on student survey assessment. - Provided lectures on: Probability Theory, Bayes Theorem, Continuous and Discrete Distributions, Statistics, Confidence Intervals, Hypothesis Test, Multiple Linear Regression. - Quantitative Techniques Invited Professor - Achieved 4.63/5 on student survey assessment. - Provided lectures on: Probability Theory, Bayes Theorem, Continuous and Discrete Distributions, Statistics, Confidence Intervals, Hypothesis Test, Multiple Linear Regression.
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Grupo Fivenca
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Venezuela
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Financial Services
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1 - 100 Employee
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Technology and Processes Manager
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Mar 2021 - Mar 2022
- Developed Grupo Fivenca CRM- Automated processes for assignments and commissions- Implemented Microsoft 365
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Web Developer
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Aug 2020 - Mar 2021
- Developed Fivenca Portfolio Manager (FPM), system for the visualization of the portfolio and metrics of clients
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TuSeguro.com
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Venezuela
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Insurance
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1 - 100 Employee
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Project And Process Specialist
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Nov 2019 - Aug 2020
- Maintain the functional processes and standards of the different departments- Support in the planning, development and execution of new projects- Coordinate and supervise activities related to the analysis, investigation and diagnosis of administrative processes in order to optimize and simplify them
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Functional Analyst
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Sep 2019 - Nov 2019
- Maintained the functional processes and standards of the Development Department- Gathered and analyzed system requirements from other departments- Created the necessary documentation to support systems in the department- Guaranteed the operation of the systems according to the requirements
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Shell
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United Kingdom
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Oil and Gas
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700 & Above Employee
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IT Analyst
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Oct 2018 - Jul 2019
- Developed an inventory system and asset destruction plan - Migrated data from Q&E service to Sharepoint - Supported users of different departments of the company and externals - Developed an inventory system and asset destruction plan - Migrated data from Q&E service to Sharepoint - Supported users of different departments of the company and externals
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Camp La Llanada
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United States
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Recreational Facilities
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1 - 100 Employee
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Project Intern
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Apr 2018 - Oct 2018
- Developed a platform for staff management inside the company - Adapted and implemented a new classification mechanism for counselors - Developed a platform for staff management inside the company - Adapted and implemented a new classification mechanism for counselors
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Education
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IESA
Master's degree, Finance -
Universidad Metropolitana (VE)
Bachelor's degree, Systems Engineering -
Universidad Simón Bolívar
Industrial Engineering