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Daniel
Operations Manager
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Competencies
Demonstrated experience with Investment Advisory.
Demonstrated experience with Wealth Management.
Demonstrated experience with Portfolio Analysis.
Demonstrated experience with Asset Allocation.
Demonstrated experience with Investment Strategy.
Education
Languages
Summary
Professional profile
Experience
Operations Manager
Lead and mentor a team of three Operations Associates, overseeing daily workflows, performance, delegation, and professional development.. Design, document, and optimize operational processes to improve efficiency, scalability, and service quality.. Coordinate cross-functional initiatives to ensure timely execution of client deliverables and operational objectives.. Monitor KPIs, identify process bottlenecks, and implement continuous improvement initiatives.. Support senior leadership with strategic planning, reporting, and operational decision-making.
Portfolio Manager & Client Coach
Applied quantitative arbitrage models to support the construction and management of client portfolios in U.S. markets.. Analyzed risk-adjusted returns and capital allocation across multiple investment strategies.. Supported clients with portfolio structuring, risk management, and capital preservation objectives.
Fintech Treasury Trader (Digital Assets)
Executed OTC trades involving USDC and USDT for institutional and high-volume clients.. Managed liquidity and monitored cryptocurrency market conditions to support trading and treasury operations.
Intern — RIA (Registered Investment Advisor)
Supported investment advisors with portfolio analysis, client reporting, and investment-related research.. Supported asset allocation reviews and performance tracking for high-net-worth client portfolios representing more than USD 90MM in AUM.. Conducted market research and prepared investment briefs on international financial markets and macroeconomic variables.
Facilitator & Interpreter — International Events
Coordinated logistics and simultaneous interpretation at international corporate events.. Served as an operational liaison between U.S. executives and international participants.
Co-Founder, CFO & Teacher
Led financial planning, budgeting, and pricing strategy for the venture.. Designed and implemented educational programs for schools and private clients in Bogotá and Cundinamarca.