Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Diego Caseras

Diego Caseras

Montevideo,MO

Summary

I consider myself a resourceful associate who knows how to balance efficiency and effectiveness and is always keeping an eye on detail. I feel comfortable working independently as well as with other people.

I have much experience working with many software tools (listed below) collecting financial information, manipulating databases and preparing client presentations.

I have become acquainted to the fast-paced development of new AI tools, managing to adapt and incorporate them into my workflow and make the most useful use of them.

I also have much experience in being a team leader, coordinating projects and people as well as being responsible for the outputs that are delivered.

Overview

7
7
years of professional experience

Work History

Lead Associate

WTW
Montevideo, MO
01.2018 - Current
  • Collect and analyze financial market data obtained from different private financial sources, such as Bloomberg, Dow Jones, and Markit.
  • Prepare and update monthly reports detailing market movements of equities, bonds, and other financial instruments.
  • Elaborate report presentations are to be submitted to professionals for review and use with clients.
  • Collect and analyze pension fund data (at company and market level) based on public information, such as 10-K reports and public databases (IMF, OECD, and country central banks, etc.).
  • Document information in internal databases, manipulate them with software tools such as Excel, Power BI, Stata, and SPSS.
  • Topic-related research and unstructured investigation (usually pension related).
  • Team Leader: coordinate project teams by training new hires, develop internal procedures, handle communications with clients, ensure deadlines are met and ensure that expected quality is achieved. Created and implemented strategies for the enhancement of process efficiency, accuracy, and sometimes full automation of tasks.
  • Enhance and/or automate processes with the use of AI tools, along with coding in Python.
  • Manager of Junior Employee: introduce junior hire to the company's internal procedures and best practices, train for project work, track performance, maintain feedback meetings and adhering to formal process of performance review.

Education

Bachelor's Degree in Economics - Economics

Facultad De Ciencias Económicas y Administración
Montevideo
02-2020

Skills

  • Microsoft Office (Teams, Outlook, Excel, Power BI, etc)
  • Statistical softwares (Stata, SPSS)
  • Financial analysis and data collection (Bloomberg, Dow Jones, Markit, Research based on public information)
  • Adaptability and flexibility with the use of AI tools and coding (Copilot, Chat GPT, Phyton)
  • Team leading and project coordination
  • Advanced English (very used to communicating professionally both in Spanish and English)

Languages

Spanish
First Language
English
Upper Intermediate (B2)
B2

References

References available upon request.

Timeline

Lead Associate

WTW
01.2018 - Current

Bachelor's Degree in Economics - Economics

Facultad De Ciencias Económicas y Administración

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Diego Caseras