Open to opportunities

Santiago Luna

@santiagoluna

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Finance professional with experience in trading and treasury.

Panama

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What I'm looking for

Looking for a challenging role that leverages my skills in finance and technology to drive growth and innovation.

I am a driven finance professional with a strong background in trading and treasury. Throughout my career, I have gained valuable experience in supporting liquidity and treasury teams, conducting financial reporting, and providing financial advice to clients. My expertise in Python, Power BI, and Bloomberg has enabled me to build models for investment decision making and analyze portfolio metrics.

I am a team player with excellent communication and interpersonal skills, having led a team in the preparation of an annual publication report and organized conferences with professionals from the financial sector. I am a high-performance athlete and enjoy taking on challenges that drive growth.

I hold a Bachelor of Finance from ICESI University and a Bachelor in Business Administration from Excelia Group Business School. I am fluent in Spanish, French, and English, and proficient in various computer skills including Bloomberg, Refinitiv, Python, SQL, and Power BI.

Experience

Work history, roles, and key accomplishments

Current

Trading Desk Analyst

Current

Bancolombia Panamá

Mar 2023 - Present (2 years 3 months)

Supported the Liquidity and Treasury team in Capital Markets processes, reported results in Power Bi, built models with Python for investment decision making, and reviewed fixed income portfolio metrics.

Power BI Python Investment Corporate Finance

Financial Planning and Treasury Intern

Davivienda Panamá

Nov 2022 - Feb 2023 (3 months)

Supported the Financial Planning and Treasury team in Capital Markets processes, conducted financial reporting, corporate presentations, analysis and market research.

Financial Reporting Presentation Market Research Capital Markets

Investment Banking Department Manager

FIC (Finance & Investment Club, IFSA Network)

Jan 2021 - Jun 2022 (1 year 5 months)

Led the team for the preparation of annual publication report in the global network, organized conferences with professionals from the financial sector and Investment Banking.

Investment Banking Team Management Financial Reporting

Trader Junior

Capital Market Group

Jun 2019 - Jun 2022 (3 years)

Managed SME and corporate segment customer files, negotiated and provided financial advice, and negotiated discounted invoices based on liquidity needs and approved risk quotas.

Financial Advice Risk Management Customer Relationship Management Negotiation