Ana Paulina Alvarez Rodriguez
Toronto,Canada
Summary
I'm a dedicated finance student with a keen interest in wealth management, driven by a deep understanding of financial markets and strategic investment planning. My academic journey has been marked by a fascination with the blend of traditional and innovative finance strategies, especially in portfolio management and risk assessment. I'm actively seeking opportunities to engage with industry experts to enrich my knowledge and contribute to the field.
Overview
6
6
years of professional experience
Work History
Barista
Pilot Coffee Roasters
02.2023 - Current
- Increased repeat business by providing exceptional customer service and building rapport with patrons.
- Contributed to a positive team environment through effective communication and collaboration with colleagues.
CFA Student Ambassador
CFA Society Toronto
02.2023 - Current
- Duration: 1 year 1 month
- I am honoured to represent the prestigious CFA Institute within my academic community, advocating for highest standards of education, integrity, and professional excellence in finance and investment sector
Administrative Accountant Assistant
Judicial Branch of the Federation
04.2019 - 03.2021
- Duration: 2 years 5 months
- Assisting in financial recordkeeping, data analysis, and supporting the accounting team in delivering accurate financial insights
Intern for Budget and Grants Management
Museum Of Frida Kahlo
05.2018 - 04.2019
- Duration: 11 months
- Supporting the financial operations of the museum, including tasks related to budgeting, financial analysis, grant application and tracking, as well as possibly assisting with financial reporting and audits
Education
Bachelor of Commerce - Finance -
Humber College Institute of Technology & Advanced
Toronto, ON04.2025
Diploma - Private Equity
London Business School
London, United Kingdom. 11.2021
Diploma - Mathematics and Financial Analysis
University of Panama
Panama, Panama.10.2020
Skills
- Excel proficient for advanced analytics and proactive problem-solving
- Effective communicator, ensuring clarity in oral and written interactions
- Experienced in precise financial reporting and balance sheet reviews
- Team-oriented, enhancing collaboration and workplace harmony
- Detail-oriented, guaranteeing task precision
- Strategic in planning and execution for success
- Resilient, maintaining performance under pressure
Languages
English
Spanish
French
German
Extracurricular Experience/ Certifications
- Financial Education Coordinator, Humber College International Students Program:
Designed and led workshops on financial literacy and wealth management tailored to international students. Covered budgeting, saving, and investment basics. - CFA level 1; Expected completion in April.
- Fixed Income Portfolio Management Granted by the New York Institute of Finance (NYIF)
- Women Making History: Ten Objects, Many Stories" Granted by Harvard
- French Certification - Level B2 (Upper Intermediate)
- German Certification - Level A2 (Elementary)
- Microsoft Excel Certification in Financial Modeling and AnalysisOp.
Timeline
Barista
Pilot Coffee Roasters
02.2023 - Current
CFA Student Ambassador
CFA Society Toronto
02.2023 - Current
Administrative Accountant Assistant
Judicial Branch of the Federation
04.2019 - 03.2021
Intern for Budget and Grants Management
Museum Of Frida Kahlo
05.2018 - 04.2019
Bachelor of Commerce - Finance -
Humber College Institute of Technology & Advanced
Diploma - Private Equity
London Business School
Diploma - Mathematics and Financial Analysis
University of Panama
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