I am seeking remote roles in portfolio analysis or operations where I can apply market research and client-facing skills within a results-focused team that values process improvement and growth.
JM
Open to opportunities
Josue Mendez
@josuemendez
Experienced Portfolio Analyst with 5+ years in investment management, operations, and client relations.
El SalvadorWhat I'm looking for
I am a highly motivated, detail-oriented professional with over five years of remote experience supporting US-based companies in CEO support, stock market analysis, and portfolio management.
I have supported CEOs in managing diversified portfolios, performed daily market research, maintained detailed investment records, and sustained strong client and broker communication; previously I improved operations as a remote operations specialist and led recruitment and retention initiatives as an HR generalist. I hold an MBA in Management and adapt quickly to dynamic, results-oriented environments.
Experience
Work history, roles, and key accomplishments
WA
Current
Remote Portfolio Analyst
We Clean America
Jan 2020 - Present (5 years 9 months)
Supported the CEO in managing a diversified options trading portfolio, conducting daily market research and position analysis while maintaining accurate investment records and client/broker communications.
WA
Remote Operations Specialist
We Clean America
Jan 2018 - Jan 2020 (2 years)
Handled customer queries, developed strategies to achieve business goals, and implemented new technologies to improve operational efficiency and customer satisfaction.
IC
Human Resources Generalist
Ikono Communications
Jan 2015 - Jan 2018 (3 years)
Managed recruitment and selection, developed employee development plans, and maintained HR documentation, leading initiatives that increased employee engagement and retention.
Education
Degrees, certifications, and relevant coursework
ITIndiana Institute of Technology
Master of Business Administration, Management
Completed a Master of Business Administration with a focus in Management in 2023.
UD
Universidad Dr. José Matías Delgado
Psychology
Completed studies in Psychology, graduating in 2018.
Tech stack
Software and tools used professionally
Availability
Open to opportunities
Location
El SalvadorAuthorized to work in
Salary expectations
2k-2k USD
Job categories
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