Julio Mejia
Financial, Risk & Data Analyst
- Role
- Associate at Morgan Stanley
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Julio Mejia
I am a collaborative, quality-focused professional with experience producing business and senior-level reports, analyzing risk, calculating metrics, and conveying complex details to technical and non-technical audiences.Utilizing in depth data and financial analysis experience, I have been successful in conducting business case plans to assess the feasibility of certain proposals and delivering projects that drive process efficiencies and align with changing business needs.A listing of my core competencies includes:– Data and Risk Analysis– Credit, Market, and Operational Risk– Portfolio Analysis – Risk & Financial Reporting– PowerPoint Presentations– Business Case Analysis– Querying Data in SQL– Drive Process Improvements– Excel (Macros / VBA & Pivot Tables)– Visio, Python, JIRA, & Tableau
Experience
Associate
Jan 2020 — Present · New York, NY, US
Create Wealth Management credit risk reports detailing focus and criticized Security Based Loans, Mortgages, Commercial Real Estate loans and other credit products, providing status updates on these products, and presenting exposure trends. Provide commentaries on causes of variance movements for senior management and regulators
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Finance, Economics
2004 — 2009
Skills
- Credit Risk
- Securities
- Sql
- Microsoft Word
- Operational Risk
- Derivatives
- Financial Analysis
- Business Objects
- Microsoft Excel
- Powerpoint
- Reporting & Analysis
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