Esteban Q.

MBA Summer Consultant

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Milan, Italy

Experience

May 2025 - Sep 2025
5 months
Milan, 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 months
Bogotá, 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 months
United 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 months
São 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 month
Bogotá, 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 months
Bogotá, Colombia

Private Equity & Alternative Investments Intern

Porvenir Pensiones y Cesantias

Jan 2016 - Dec 2017
2 years
Bogotá, Colombia

Assistant Professor

Universidad de los 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
Native
English
Advanced
Italian
Advanced
Portuguese
Advanced

Education

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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