Diana García Marañón
Dublin
Summary
Finance specialist with 5 years of experience in the stock market sector, focused on the administrative area of the different investment instruments, process monitoring and data management (both numerical and qualitative data).
I have worked diligently to continue acquiring qualifications to develop my professional and interpersonal skills, complement the knowledge acquired in my previous jobs, using the necessary tools and resources to have a satisfactory result from document management to projections for decision making using machine learning and deep learning if required.
Overview
5
5
years of professional experience
Work History
International Tax Specialist
Mexican Stock Exchange
Mexico City
10.2021 - 03.2023
- Revision of dividend payments for investors holding shares listed in foreign countries, mainly in the USA.
- Follow-up on process updates with international custodians and brokerage firms
- Analysis of the tax benefits (derived from FATCA) for investors with W9 and W8 forms, for paying taxes to the IRS in the United States and issuance of 1042 and 1099.
- Implementation of qualified intermediary status for S.D.Indeval to offer withholding tax services in the United States.
- Database management for withholding tax administration
Market Data Specialist
Mexican Stock Exchange
Mexico City
07.2020 - 10.2021
- Follow-up of contract openings with clients interested in market data products of the Mexican Stock Exchange (Equity, Derivatives, Global Market and some Debt market products).
- Negotiation and development of products related to client needs.
- Management of national and international client portfolios.
Debt Market Analyst
Mexican Stock Exchange
Mexico City
05.2018 - 06.2020
- Registration of Debt Market Instruments in the domestic market (Short and Long Term Financial Bonds, Promissory Notes, Debentures and Structured Notes).
- Calculation and review of interest payments, coupons, partial, total or scheduled amortizations
- Follow-up of meetings of the common representative.
Intership Student
AMIB (Asociación Mexicana de Instituciones Bursátiles)
Mexico City
09.2017 - 05.2018
- Preparation, review and writing of publications related to the stock market, such as newsletters, regional reports of brokerage firms, accounting capital, stock market meetings.
Education
Master of Science - Data Analytics
CCT College Dublin
Dublin01-2024
Universidad Del Valle De México (UVM)
Mexico City04.2024
Investment Strategy Consultant -
AMIB (Asociación Mexicana de Instituciones Bursátiles)
09.2022
High School Diploma -
Escuela Bolsa Mexicana
Mexico City09.2021
BBA - International Business
ESCA-IPN
Mexico City05.2018
Skills
- Initiative and Problem-solving
- Customer Relations
- Analytical
- Attention to Detail
- Networking
- Resilience
- FATCA
- Microsoft Office
- Python
- Deep learning
- Power BI
Websites
Languages
Spanish
First Language
English
Advanced (C1)
C1
Italian
Upper Intermediate (B2)
B2
Timeline
International Tax Specialist
Mexican Stock Exchange
10.2021 - 03.2023
Market Data Specialist
Mexican Stock Exchange
07.2020 - 10.2021
Debt Market Analyst
Mexican Stock Exchange
05.2018 - 06.2020
Intership Student
AMIB (Asociación Mexicana de Instituciones Bursátiles)
09.2017 - 05.2018
Master of Science - Data Analytics
CCT College Dublin
Universidad Del Valle De México (UVM)
Investment Strategy Consultant -
AMIB (Asociación Mexicana de Instituciones Bursátiles)
High School Diploma -
Escuela Bolsa Mexicana
BBA - International Business
ESCA-IPN
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