Mario Mercado
Analyst - Trading at Natixis Investment Managers
- Role
- Trade Analyst at Natixis Investment Managers
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Mario Mercado
I am a finance professional focused on bridging the gap between quantitative analysis and strategic decision-making. My career spans diverse roles in credit risk, financial consulting, and investment operations.
Experience
Trade Analyst
Jan 2025 — Present · San Francisco, CA, US
Optimized portfolio performance by reconciling hundreds of equity and fixed models to identify variances and provide data-driven insights for risk-adjusted rebalancing.• Streamlined the end-to-end execution of a ~2,400-request tax-loss harvesting cycle, implementing process improvements that increased operational throughput.• Spearheaded daily financial controls and drift analysis to enable tax-efficient transitions, utilizing Vestmark to scale rebalancing frameworks across multi-strategy portfolios.
Education
High Point University
Bachelor of Science of Business Administration (B.S.B.A.), Finance and minor in Accounting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.