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Anna de ErraztiAE
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Anna de Errazti

@annadeerrazti

Financial Advisor at Kutxabank who managed a 400-client portfolio and originated over €1M in mortgages.

Spain
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At Kutxabank, I managed and followed up a portfolio of around 400 clients, analysing their profiles and needs to propose tailored financial solutions. I originated mortgages totalling over €1M and attracted deposits from other institutions.

At Fluidra, I built cash flow forecast models and supported the M&A team in analysing acquisition transactions. I also prepared financial materials for quarterly results presentations and the Capital Markets Day.

At PricewaterhouseCoopers (PwC), I organised and consolidated financial data and corporate documentation in Excel for investigations and due diligence. I also reviewed and improved client reports and presentations.

I studied Economics at Universitat Pompeu Fabra (UPF) and completed a Certificate in Advanced Quantitative Methods there. I’m preparing for the CFA Level I exam scheduled for February 2027.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Institut Químic de Sarrià logoIS

Institut Químic de Sarrià

CFA Program Level I, Finance

2026 -

CFA Program Level I preparation course, with exam scheduled for February 2027.

Universitat Politècnica de València logoUV

Universitat Politècnica de València

LCCI, Real Estate Law

2026 - 2026

LCCI certification in Spanish Real Estate Credit Contracts Act.

AF

Afi

MiFID, Financial Regulation

2025 - 2025

MiFID certification from Afi.

Universitat Pompeu Fabra logoUF

Universitat Pompeu Fabra

Bachelor of Science, Economics

2021 - 2025

Grade: 9.6/10 (thesis)

BSc in Economics with a thesis on co-creation for the launch of a new product, achieving a grade of 9.6/10.

Universitat Pompeu Fabra logoUF

Universitat Pompeu Fabra

Certificate, Quantitative Methods

Certificate in Advanced Quantitative Methods (MQA) from Universitat Pompeu Fabra.

AI

Asociación ICEA

Insurance Distributor Level II, Insurance

2025 - 2025

Insurance Distributor Level II certification from Asociación ICEA.

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