Santiago Lossada

Analyst at AV Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Venezuela, VE
Languages
  • Spanish Native or bilingual proficiency
  • English Full professional proficiency

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Experience

    • Panama
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jul 2023 - Present

    • Junior Analyst
      • 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.

    • Venezuela
    • Education Administration Programs
    • 400 - 500 Employee
    • Assistant Professor
      • 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.

    • Venezuela
    • Financial Services
    • 1 - 100 Employee
    • Technology and Processes Manager
      • Mar 2021 - Mar 2022

      - Developed Grupo Fivenca CRM- Automated processes for assignments and commissions- Implemented Microsoft 365

    • Web Developer
      • Aug 2020 - Mar 2021

      - Developed Fivenca Portfolio Manager (FPM), system for the visualization of the portfolio and metrics of clients

    • Venezuela
    • Insurance
    • 1 - 100 Employee
    • Project And Process Specialist
      • 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

    • Functional Analyst
      • 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

    • United Kingdom
    • Oil and Gas
    • 700 & Above Employee
    • IT Analyst
      • 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

    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Project Intern
      • 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

Education

  • IESA
    Master's degree, Finance
    2019 - 2021
  • Universidad Metropolitana (VE)
    Bachelor's degree, Systems Engineering
    2016 - 2018
  • Universidad Simón Bolívar
    Industrial Engineering
    2013 - 2015

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