JOAQUIN ABOS
Ayegui,Navarra
Summary
Accomplished professional with expertise in financial analysis and investment banking, leveraging strong problem-solving and critical thinking skills. Proficient in Python, R, and Microsoft Office, with a proven ability to communicate complex financial concepts effectively. Currently holding the CFA Level I certification and preparing for the CFA Level II (May 2025). Eager to bring my expertise and passion to your team as I advance my career.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Open AI Freelance Contributor (Remote)
Outlier AI
Ayegui , Navarra
11.2024 - Current
- Helped train generative artificial intelligence models by assessing the factuality and relevance of domain-specific text produced such models.
- Crafted, answered, evaluated, and ranked questions and responses related to math, finance, and a variety of other topics.
Workplace Planning Consultant
Fidelity Investments
Dallas, Texas
11.2022 - 08.2024
- Used my brokerage licenses to help our high-net worth clients achieve better financial outcomes by providing strategic retirement planning and investment advice
- Helped build a book of clients and work alongside asset management and risk management teams, analysing financial markets and data trends, to develop the most accurate investment strategies for our clients
- Presented solutions and strategies using methods like Monte Carlo simulation
Financial Services Associate
Fidelity Investments
Dallas, Texas
09.2021 - 11.2022
- Rotational program for recent graduates where I experienced with different business units in the company, from client facing teams to operations and 'back office'
- Collaborated with leaders and peers to elaborate and improve the program in the present and future as well, and I also earned my FINRA licenses
Senior Independent Study Thesis
College of Wooster
Wooster, Ohio
08.2020 - 05.2021
- Worked on projects with datasets in R to develop relevant statistical conclusions with methods like regression analysis, analysis of variance and the least squares method
- Conducted a close study of game theory, its origins, and its applications to international relations
- Developed models to predict future outcomes by analyzing potential strategies and the probability that each strategy would be employed
Education
Bachelor of Arts - Mathematics, Data Sciences
College of Wooster
Wooster, Ohio 08.2018 - 5 2021
Skills
- Financial Analysis
- Problem Solving
- Python, R
- Microsoft Office
- Financial Modeling
- Communication
- Critical Thinking
- Derivatives
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Languages
English
Fluent
Spanish
Native
Certification
CFA Level I
FINRA Series 7, 66
Timeline
Open AI Freelance Contributor (Remote)
Outlier AI
11.2024 - Current
Workplace Planning Consultant
Fidelity Investments
11.2022 - 08.2024
Financial Services Associate
Fidelity Investments
09.2021 - 11.2022
Senior Independent Study Thesis
College of Wooster
08.2020 - 05.2021
Bachelor of Arts - Mathematics, Data Sciences
College of Wooster
08.2018 - 5 2021
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