Highlights:

Skills:Analyst, Investment, Accounting, Financial

Investment Analyst 05/2023 - current
Willis Towers Watson, CDMX, Distrito Federal Mexico
Industry: Global risk advisory, insurance brokerage and consulting solutions
As an investment analyst, I am in charge of preparing reports for monthly and quarterly pension plans such as the 401(k), for this I need to be in constant communication with the different managers (BlackRock, Fidelity Invesco, Prudential, Vanguard, etc.) Currently, I manage a client portfolio of >30 from companies in the US and Canada.
My main activities are: - Preparation of monthly and quarterly reports for pension plans of United States and Canadian companies. - Direct communication with different fund managers internationally for the calculation of returns and verification of assets per plan.--
Financial Analyst 12/2021 - 05/2023
Equity Partners GROUP SA de CV, Guadalajara, Jalisco Mexico
Industry: Consulting
As a financial analyst, I carried out all the financial consulting in M&A transactions in which I participated in company sales for more than >130 million dollars. I also participated in weekly meetings with the shareholders of different family businesses where the main objective was strategic planning to achieve short, medium and long-term objectives.
My main activities were: - Advisory and follow up in M&A processes. - Analysis and interpretation of corporate information, financial statements and ratios. - Advisory to shareholders of family businesses. - Valuation of public and private companies--
Finance AP Intern 10/2020 - 09/2021
Jabil Inc., Guadalajara, Jalisco Mexico
Industry: Manufacturing
As an intern, I mainly carried out the registration and administration in SAP of all accounts payable at the San Jose, California plant.
Main activities: - Processing and follow up of invoices in SAP. - Creation and implementation of dynamic tables. - Preparation and interpretation of weekly reports.--

Lourdes Catholic School 08/2014 - 06/2017
Nogales, Arizona, United States
Degree: High School Or Below
Major:High School Education
I studied in the US from Kindergarden all the way to High School and decided to get my bachelors degree in Mexico.

Dario Lopez Puerta Robles Finance, Analyst, Accounting, Investments, M&A