Marcos - Financial & Investment Advisor with 5+ years in real estate and finance

Mérida, Yucatán, Mexicoen

Guided clients in selecting real estate investments, analyzing ROI and profitability.

Designed personalized financial strategies based on client profiles and managed portfolios.

Published on CazVid

Summary

A dedicated professional with over 5 years in real estate and financial advisory roles, specializing in investment analysis, client portfolio management, and real estate solutions. Skilled in providing tailored advice, financial analysis, and managing administrative workflows across finance,...

Key Achievements

Supported mortgage procedures, legal documentation, and facilitated sales through presentations and site visits.

Skills

Financial AnalysisIntermediate

Performed investment analysis and cash flow forecasting to inform investment decisions.

Advisory ServicesIntermediate

Provided personalized financial advice tailored to client needs and investment goals.

ManagementIntermediate

Managed client portfolios, coordinated tasks, and supported team operations across roles.

Accounting & BookkeepingIntermediate

Handled financial records, reconcilations, and supported audit and tax compliance processes.

Communication & Presentation

Experience

Financial and Investment Advisor

Vanter

02/2023 - 08/2024

Accompanied clients in selecting real estate projects as investment vehicles, providing tailored financial and asset advisory., Analyzed real estate products (capital gains, profitability, ROI)., Designed personalized investment strategies according to client profiles., Post-sale follow-up and...

Administrative and Accounting Assistant

CONSTRUCTORA MAP

01/2022 - 02/2023

Held a multitasking role combining administrative management with accounting control., Learned to solve problems in real-time and became a key internal support for office operations., Recorded and managed income, expenses, and bank transactions., Handled accounting files and tax documentation.,...

Accounting Assistant

AUDITORIAS RC

04/2020 - 10/2020

First professional experience in accounting., Learned from scratch about bookkeeping, reconciliations, and key accounting processes., Collaborated in basic audits, developing financial judgment and attention to detail., Solid foundation in tax compliance and use of accounting tools.