Booked trades in internal systems and ensured proper operational follow-up
Sent trade confirmations to counterparties (BXT/SXT via Bloomberg Terminal)
Executed Cross trades (Cash vs Spread)
Maintained daily interaction with brokers across Paris, London, Madrid, Monaco, and Milan
Collaborated closely with Back Office and key departments (CRM, Risk, Compliance)
Developed monitoring and reporting tools to support desk efficiency
Contributed to commercial activities with sales teams and clients, in coordination with the desk credit analyst
Drafted daily earnings reports and fundamental analyses to support strategic decision-making on the desk
Private Wealth Management - Intern
ORIGEEN CAPITAL
08.2024 - 01.2025
Developed the client portfolio by identifying, onboarding, and managing new clients, actively contributing to the firm's business growth
Achieved a record-high conversion rate within the company, with a strong impact on revenue generation
Conducted in-depth wealth audits and implemented tailored investment strategies, incorporating Private Equity, structured products, real estate, and a wide range of diversified investment solutions
Participated in all client meetings alongside the Senior Associate Private Manager
Education
Master in Management - Programme Grande École - Specialization in Banking and Financial Engineering
ESSCA School of Management
Paris
06.2026
Exchange Semester - undefined
Tecnologico de Monterrey
Monterrey, NLE
06.2023
Skills
CFA Candidate
Bloomberg Terminal
Visual Basic in Excel (Wall Street Prep Certification ID : 100395483)
Python
Yale University - Financial Markets Certification
Pack Office
LANGUAGES
French: Native
English: TOEIC : 920/990
Spanish: Advanced
Russian: A2
Timeline
Fixed Income Sales Trader Assistant - Intern
BCG GROUP (Aurel BGC)
01.2025 - 07.2025
Private Wealth Management - Intern
ORIGEEN CAPITAL
08.2024 - 01.2025
Master in Management - Programme Grande École - Specialization in Banking and Financial Engineering
ESSCA School of Management
Exchange Semester - undefined
Tecnologico de Monterrey
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