Nick Valencia Montoya
Toronto,ON
Summary
Dynamic marketing professional skilled in data analysis, client engagement, and strategic content creation. Proven track record in optimizing campaigns and driving growth using insights from tools like Power BI and PowerPoint. Experienced in managing marketing assets, tracking performance, and enhancing client relationships to boost engagement. Adept at market research and trend analysis to inform and execute effective marketing strategies.
Overview
3
3
years of professional experience
Work History
Wealth Management Analyst (Rotational)
ScotiaBank
Toronto, Ontario
12.2023 - Current
- Managed client relationships and ensured accurate documentation for offshore tax reporting, achieving a 98% accuracy rate. Utilized Power BI to analyze data trends and enhance reporting efficiency.
- Leveraged negotiation and relationship-building skills to engage with high-net-worth clients and private bankers, boosting client retention by 25% through targeted engagement strategies.
- Applied expertise in tax regulations to minimize client tax liabilities with a 95% success rate. Created PowerPoint presentations to communicate complex regulatory information clearly and effectively.
- Collaborated with private bankers on strategic consulting to optimize client accounts, resulting in up to 20% tax savings. Used data analysis to develop actionable insights and strategies for marketing and client outreach.
Global Banking & Markets Derivatives Analyst
ScotiaBank
Toronto, Ontario
12.2022 - 08.2023
- Surpassed sales targets consistently, driving a 15% increase in overall revenue through data-driven sales strategies.
- Managed and grew a collateral client portfolio, resulting in a 20% increase in clientele by leveraging data analysis to enhance client engagement and retention.
- Secured favourable deal terms through strong negotiation, improving deal terms by 15% and increasing cross-product sales by 12% through targeted cross-selling strategies.
- Conducted market analysis to identify trends, informing the development of targeted sales strategies and expanding product knowledge for more effective client advisement.
Senior Marketing Specialist
Ryerson Markering Assosiation
Toronto, Ontario
08.2021 - 12.2022
- Coordinated marketing assets and managed ad agency and design teams at Ryerson, ensuring the on-time delivery of Lighthouse campaigns. Successfully streamlined processes, leading to a 20% improvement in campaign launch efficiency and adherence to deadlines.
- Researched and analyzed digital marketing trends, presenting actionable insights that led to a 15% increase in departmental strategy effectiveness. Enhanced the team's understanding of market dynamics and informed strategic adjustments.
- Conducted in-depth analysis of competitors' ad spending and delivered detailed reports to Executives. The insights from these reports enabled a 10% increase in the efficiency of our own ad spend by reallocating resources based on competitive benchmarks.
Digital Marketing Intern
SOS Zones
Oakville, Ontario
05.2021 - 09.2021
- Developed and executed SEO-optimized social media marketing campaigns for Instagram, LinkedIn, and Twitter, using data analytics to shape strategies. Achieved a 30% increase in LinkedIn engagement within two months, boosting online visibility and connection metrics.
- Implemented data-driven marketing campaigns by performing detailed analysis and applying targeted strategies. Leveraged performance metrics and KPIs to achieve a 25% improvement in overall campaign ROI.
- Contributed to early prediction reports and trend analysis, applying historical data and predictive modeling to enhance forecasting accuracy. This approach facilitated strategic adjustments and improved campaign effectiveness.
- Provided analytical support to the Marketing Manager and Chief Marketing Officer, helping to increase departmental efficiency by 20% through data-driven insights and process improvements.
Education
Bachelor of Commerce - Global Business Management
Ryerson University
Toronto, ON04-2023
Skills
- Process Improvement
- Data Collection and Analysis
- Marketing Strategy Development
- Campaign Performance Tracking
- Client and Stakeholder Engagement
- Research and Market Analysis
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Affiliations
- Passionate for Sports – Ryerson Rugby Team, Competitive Swimming.
Timeline
Wealth Management Analyst (Rotational)
ScotiaBank
12.2023 - Current
Global Banking & Markets Derivatives Analyst
ScotiaBank
12.2022 - 08.2023
Senior Marketing Specialist
Ryerson Markering Assosiation
08.2021 - 12.2022
Digital Marketing Intern
SOS Zones
05.2021 - 09.2021
Bachelor of Commerce - Global Business Management
Ryerson University
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