Summary
Overview
Work History
Education
Languages
Timeline
Generic
Lorena Salazar

Lorena Salazar

Geneva

Summary

A challenge-driven professional with over 10 years of experience. A committed team player who strives to go the extra mile and is enthusiastic about learning and developing new skills. Looking to restart my professional career in Switzerland.

Overview

14
14
years of professional experience

Work History

Investor Relations & Business Development Manager

Angel Ventures Mexico
08.2019 - 08.2021
  • Managed relationships with stakeholders (Institutional, Corporate, and UHNW) for Fund I & Fund II.
  • Managed daily operations such as capital accounts, payments, banking transactions, capital calls, and follow-ups for all investors.
  • Facilitated regular communication and provided operational support to investors to ensure their needs were met, queries were promptly resolved, and issues were fixed; Fostered long-lasting relationships built on trust and mutual respect.
  • Performed onboarding of investors while screening them against financial crime databases by undergoing KYI checks to ensure that their initial investments were coming from legitimate sources.
  • Co-organized Re-Think series 2020, AV Investor Day 2020 (virtual events), and AV Investor Day 2021 (in-person event) and represented AV in various meetings/events.
  • Crafted and organized ad-hoc marketing materials, quarterly reports, and operational documentation. Ensuring all documents were in the right place, available for the team, and up-to-date.
  • Supported the investment team in analizing potential investment opportunities, including due diligence efforts, negotiations, and closing procedures.

Investment Advisor /Associate Banker

BBVA Mexico
04.2016 - 07.2018
  • Executed the private banking strategy for high-net-worth Individuals (US$5 million) in the northeast region of Mexico.
  • Met with clients to generate new businesses and provide proactive attention to their families, and their companies.
  • Analyzed market trends and economic data to make informed recommendations for clients'' portfolios; tailored to their risk profiles.
  • Coordinated and promoted cross-selling activities with BBVA's corporate banking, investment banking, and sales desks.
  • Performed daily banking operations (payment orders, international transfers, stock market orders, among others).
  • Monitored and tracked the performance and asset allocation of each client/family (non-discretional portfolios).
  • Onboarding and KYC of new clients.

Investment Advisor /Associate Banker

BBVA Mexico
06.2014 - 04.2016
  • Attracted new clients (US$250 thousand) for the private banking department, working together with BBVA's retail banking department.
  • Developed strong relationships with clients (regular contact with clients by phone and/or visits), resulting in increased trust and long-term business growth.
  • Performed diverse banking and administrative duties
  • Onboarding and KYC for new clients.

Senior Analyst

BBVA Mexico
02.2010 - 06.2014
  • Advised, structured, and defined hedging strategies for large corporations and middle-market companies, (interest rates, forwards, options, swaps, caps, and collars, among others).
  • Coordinated the promotion of the derivatives products offered by BBVA and advised relationship managers on strategies for their clients.
  • Operational and administrative duties and onboarding of new clients (legal framework review, controlling, accounting, among others).

Analyst

Scotibank
11.2007 - 01.2009
  • Monitored compliance and filing requirements in conjunction with staff and management.
  • Supported the credit approval process and transactional product offerings such as cash management, FX transactions, online banking solutions, among others.
  • Prepared monthly and quarterly reports related to sales goals.

Education

Bachelor of Arts - Management And Finance

Universidad Panamericana
Guadalajara, Mexico
01.2008

Bachelor of Arts - Student Exchange Program

Fachhochschule Wiener Neustadt
Wiener Neustadt, AUT
06.2007

Languages

English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
French
Intermediate (B1)

Timeline

Investor Relations & Business Development Manager

Angel Ventures Mexico
08.2019 - 08.2021

Investment Advisor /Associate Banker

BBVA Mexico
04.2016 - 07.2018

Investment Advisor /Associate Banker

BBVA Mexico
06.2014 - 04.2016

Senior Analyst

BBVA Mexico
02.2010 - 06.2014

Analyst

Scotibank
11.2007 - 01.2009

Bachelor of Arts - Management And Finance

Universidad Panamericana

Bachelor of Arts - Student Exchange Program

Fachhochschule Wiener Neustadt

Similar Profiles

CREATE PROFILE
Lorena Salazar