Francisco Rojas

Worked directly with the business owner to understand operational, digital and commercial needs, research alternatives, recommend approaches and implement agreed solutions across different areas of the company. Mapped and documented the company's operating model through a structured business manual, SOPs and supporting documentation.

Conducted strategic research and innovation analysis for corporate clients, primarily within Banking & Payments, covering markets, competitors, technologies, products and services, business models and emerging developments. Managed part of the ongoing delivery relationship for selected clients, presenting findings and interacting with senior stakeholders.

Supported strategic research and innovation analysis for corporate clients, primarily within Banking & Payments, covering markets, competitors, technologies, products and services, business models and emerging developments. Structured research assignments from definition of the business question through evidence gathering, analysis, conclusions and recommendations.

Supported construction-business owners in the United States and Canada through recurring client interaction and practical work across marketing, recruitment, workflows, research and operational support. Adapted and implemented existing PFC processes and templates according to individual client needs, including sales, recruitment and operational workflows using ClickUp, forms, automated communicati

Sourced, cleaned, structured and lightly qualified company information to support Sales and Marketing, using Excel and existing data-extraction tools to prepare data for commercial use. Managed Salesforce activities including record creation, enrichment, data cleaning, field updates, bulk uploads and CRM hygiene.

Developed financial-market, company, sector, fund and portfolio analysis across US and international markets, translating quantitative and qualitative research into investment views and recommendations. Managed portfolio-analysis work within the firm's investment framework, assessing holdings, performance, risk, concentration, client objectives and existing exposures to develop client-specific rec

Developed financial-market, company, sector, fund and portfolio analysis across US and international markets, translating quantitative and qualitative research into investment views and recommendations. Worked regularly with sales representatives and clients to explain market developments, investment ideas and portfolio recommendations.

Developed financial-market, company, sector, fund and portfolio analysis across US and international markets, translating quantitative and qualitative research into investment views and recommendations. Supported senior analysts in preparing analytical presentations and materials for internal and external audiences.

Completed the Learn SQL course on Codecademy in 2026.

Completed an MBA at Universidad Autónoma de Madrid in 2022.

Completed a course in Design Thinking at Universidad Autónoma de Madrid in 2021.

Completed a course in Leadership in Organizations at Universidad Autónoma de Madrid in 2021.

Completed a Bachelor's Degree in Economics at Universidad Central de Venezuela in 2018.

Completed the Bloomberg Market Concepts certification in 2016.