Looking for a job

Jesus Coneo

@jesusconeo

Financial operations specialist bridging clients and fund managers to deliver compliant, efficient investment processing.

Spain

Message

What I'm looking for

I’m looking for roles in financial/investment operations where I can own client onboarding, fund administration, and MiFID/MiFID II + CNMV compliance. I bring strong Excel/BI reporting skills to improve accuracy and operational efficiency—immediate availability and open to relocation.

I’m a financial operations specialist with experience across banking and investment operations, and logistics

Experience

Work history, roles, and key accomplishments

Investment Facilitation Specialist

Banco Inversis

Oct 2023 - Apr 2025 (1 year 6 months)

Liaised between global banking clients and fund managers, using Inversis technology to update client fund statuses and support seamless transaction processing. Coordinated segregated account onboarding, supported CNMV/CNMV-facing compliance for collective investment schemes, and helped distribute investment funds via the platform.

Client Onboarding Fund Administration CNMV Compliance MiFID II Due Diligence Asset Allocation Stakeholder Management

International Ops Specialist

Sitel Group

Mar 2021 - May 2023 (2 years 2 months)

Supported international financial operations management, focusing on accurate processing and operational workflow. Coordinated day-to-day logistics and operations to maintain smooth service delivery.

Operations Management Process Coordination Logistics Operations Reporting Workflow Management Operational Controls

Logistics & Operations Coordinator

Lean Staffing Solutions

Sep 2019 - Feb 2021 (1 year 5 months)

Coordinated logistics and operational activities while supporting staffing and workflow management. Ensured information flow across teams to keep daily operations running smoothly.

Logistics Coordination Operations Coordination Workflow Management Scheduling Stakeholder Management Process Follow Through Team Coordination

Investment Support Intern

Seguros Bolívar S.A.

Jun 2018 - Dec 2018 (6 months)

Managed and improved the accuracy of national and local sales closing reports for the Colombian market while supporting daily portfolio management. Coordinated with internal teams and processed/analyzed life insurance policies to streamline operations and reporting.