Esteban Q.
MBA Summer Consultant
Experience
May 2025 - Sep 2025
5 monthsMilan, Italy
MBA Summer Consultant
BTS
- Supported sales transformation projects for global IT and pharma clients, mapping best practices and defining pricing methodologies to improve go-to-market efficiency
- Delivered analytical insights that informed business playbooks and improved strategic decision-making
Mar 2023 - Sep 2024
1 year 7 monthsBogotá, Colombia
Portfolios Specialist
Precia PPV SAS
- Led a digital transformation initiative for a major pension fund, coordinating cross-functional teams across Brazil and Colombia to integrate investment management systems and automate client reporting
- Reduced operational turnaround time by 30% by redesigning core workflows and connecting investment analytics to a new software platform
- Acted as a key liaison between financial institutions, engineers, and product managers to deliver scalable digital solutions
Nov 2021 - Dec 2022
1 year 2 monthsUnited States
Head Of Investments
Insights Wealth Management
- Built and launched the company’s first automated investment advisory platform, integrating traditional and crypto asset classes
- Managed $13M AUM and developed segmented strategies for 3,000+ clients across LATAM, improving client retention by 20%
- Created data dashboards to track churn, NPS, and acquisition metrics, driving data-informed product decisions
Jan 2020 - Nov 2021
1 year 11 monthsSão Paulo, Brazil
Senior Investments Product Analyst
Nomad Fintech Inc
- Directed product lifecycle of a new multi-asset investment platform, from ideation and testing to launch
- Partnered with banks and engineers to resolve payment bottlenecks, designing a queue-based tracking system that improved transaction reliability by 25%
- Scaled onboarding and user segmentation processes, ensuring seamless experience during high-growth phases
Dec 2017 - Dec 2019
2 years 1 monthBogotá, Colombia
Finance And Mathematical Senior Analyst
Alkanza Inc
- Programmed quantitative financial analytical tools, AI and statistical algorithms in matlab and python to estimate and measure risk and return for equity and fixed-income securities for partners in Latam, Taiwan, the UK and the US
- Traded, run and optimized investment portfolios for nearly 50 high-net-worth individuals in North America
- Prepared and presented of various performance, budget, accounting and financial reports to high management monthly
Dec 2016 - Jun 2017
7 monthsBogotá, Colombia
Private Equity & Alternative Investments Intern
Porvenir Pensiones y Cesantias
Jan 2016 - Dec 2017
2 yearsBogotá, Colombia
Assistant Professor
University of the Andes
- Planned and taught Decision Support Systems course to a class of 30 students
Summary
Multilingual Strategic and results-driven professional with international experience leading digital transformation and product innovation across fintech and investment management. Proven track record designing and scaling financial platforms, managing cross-functional teams, and delivering data-driven solutions that improve efficiency and user experience. Passionate about building the future of finance, my goal is to become a global reference in the transformation of fintech and digital financial services.
Languages
Spanish
NativeEnglish
AdvancedItalian
AdvancedPortuguese
AdvancedEducation
Oct 2024 - Jun 2025
Polimi Graduate School of Management
Master of Business Administration · Business Administration · Italy
Oct 2013 - Jun 2018
Universidad de los Andes
Bachelor's degree · Industrial Engineering · Bogotá, Colombia
Certifications & licenses
Padi Divemaster
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