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Daniel Montañar Lobo

Daniel Montañar Lobo

None | Brooklyn, NY

Technologies

No grandiose headline here, I just really enjoy working with data and finding interesting patterns.

My Work

Take a look at my latest work.

course

Data Manipulation with pandas

course

Introduction to Python

course

Intermediate Python

course

Data Manipulation with pandas

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

TripleTen Data Science

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Intermediate SQL
Intermediate Python

My Work Experience

Where I've interned and worked during my career.

JPMorgan Chase & Co. | Mar 2022 - Jan 2024

Treasury Sales

➔ Developed and executed strategic client initiatives to grow revenue within the For-Profit HCS portfolio, helping increase annual sales by 8%. ➔ Interfaced with the senior leadership team to develop and execute strategic plans for pitching debt and digital treasury solutions, increasing the conversion rate by 15% for prospective clients. ➔ Tracked key performance indicators for treasury officers and senior sales management, improving portfolio profitability. ➔ Monitored and tracked deal pipeline information, ensuring accurate and up-to-date records of all prospects, driving increases in deal conversion rates. ➔ Team lead on special projects for the group’s technology, control and process enhancements.
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JPMorgan Chase & Co. | Feb 2020 - Feb 2022

Vice President

➔ Drove the DCM global wallet share initiative by transforming legacy systems into decision-making Tableau dashboards, improving client management, wallet share accuracy and allocation. ➔ Coordinated with senior bankers to conduct thorough analysis of bond and loan economics across Wall St. to challenge and identify wallet share inconsistencies. ➔ Built and refined town hall presentations, quarterly business materials, and executive memos for senior DCM leaders, ensuring clear communication of key strategic updates to a team of 150+ employees. ➔ Managed the deal pipeline and projections in collaboration with bankers and product controllers, strengthening booking efficiency by 10%. ➔ Coordinated and facilitated high-volume weekly meetings of the North and Latin America CIB balance sheet committee, ensuring effective communication and alignment with lending portfolio objectives. ➔ Acted as a key liaison between public and private stakeholders, providing strategic guidance and expertise on lending products and loan return model, maximizing loan approval rates. ➔ Created comprehensive client materials to explain the firm's capital, liquidity, and lending returns framework, significantly increasing client understanding and engagement. ➔ Implemented a new training program that augmented bankers' understanding of lending model mechanics and balance sheet committee logistics. ➔ Crafted presentations for senior LCS executives, highlighting key performance indicators and sector trends, facilitating decision-making for balance sheet optimization and capital allocation across the portfolio. ➔ Developed a competitor intelligence tracking system, analyzing bank earnings and financial statements to identify trends, potential market threats and strategic opportunities for FP&A leaders. ➔ Managed a team of associates, analysts, and interns, providing guidance and support in their daily tasks and long-term career development. ➔ Enhanced training materials and conducted workshops for junior-level employees, boosting job performance.

Goldman Sachs | Jul 2015 - Jan 2020

Associate

➔ Conducted recurring analysis of global financial institutions, identifying strategic opportunities and levers which influenced long-term commercial decisions and resulted in a 12% increase in lending revenue. ➔ Advised and guided the Investment Banking and Global Markets division through the calculation of expected returns for complex banking transactions, ensuring accuracy and efficiency. ➔ Guided the firm through the multilayered impacts of new regulatory rule guidance from the Federal Reserve through analytics, senior-level summaries and cross-divisional partnerships. ➔ Developed a comprehensive Tableau dashboard, sourcing and cleaning data from internal lakes, warehouses, and relational databases, providing real-time visibility into key performance indicators to the firm’s Chief Accounting Officer. ➔ Maintained a large scale database of peer industry analytics, bolstering senior leaders across the firm in identifying areas for growth and potential threats. ➔ Communicated the quarterly earnings of global systemically important banks through strategic, firm-wide summaries, insights and analytics. ➔ Restructured and streamlined the Pillar 3 regulatory disclosure governance framework, reducing processing time and improving overall efficiency. ➔ Provided guidance and support to 10 interns for a Tableau project, receiving a high satisfaction rate and positive feedback from the interns and senior management alike.

Moody's Investors Service | Apr 2014 - Jul 2015

Financial Data Analyst

➔ Analyzed and cross-referenced large datasets from multiple sources to ensure the integrity of credit research and ratings reports, contributing to a 25% improvement in data accuracy. ➔ Executed a rigorous quality assurance process resulting in a 99% turnaround rate for 340 publications reviewed within a tight deadline of 3 weeks. ➔ Identified the key trends and patterns of global financial institutions through in-depth Bloomberg Terminal research and analysis, leading to strategic recommendations for improving credit and research reports. ➔ Coordinated with credit officers and lead analysts to ensure timely and accurate publishing of market-moving information. ➔ Formed structured processes for the data validation team, boosting efficiency and reducing audit review time by 23%.

My Education

Take a look at my formal education

Bachelor of Business Administration, Financial Analysis and ValuationThe University of Texas at El Paso | 2013
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), MedicineTexas Tech University | 2010

About Me

Daniel Montañar Lobo

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