Santiago Corredor Camargo

Contributed to the analysis and ongoing servicing of portfolios for expatriate and international clients, assessing financial objectives, risk profiles, and cross-border considerations to support appropriate portfolio structuring and advisory recommendations. Supported the client services function by monitoring client activity, preparing documentation and analysis for reviews, and ensuring timely, accurate communication aligned with long-term investment strategies and planning outcomes. Worked closely with senior advisors in the preparation and coordination of client meetings, portfolio reviews, and follow-ups, contributing to the management and oversight of client portfolios exceeding $25M in assets under management (AUM).

Working closely with a senior investor to assist in actively monitoring, strategically reviewing, and rebalancing a $2M+ private multi-asset portfolio, achieving consistent 24% YoY growth over five years. Through a hands-on, mentorship-based approach, I developed skills in equity screening, asset allocation, macroeconomic analysis, and disciplined long-term investment management. This experience has strengthened my understanding of portfolio construction strategies and the practical application of market research in driving portfolio performance.

During my time as an Operations Intern at Hult International Business School in Boston, Massachusetts, I supported various administrative tasks, organized events, and managed logistics to ensure smooth departmental operations. I developed strong project management, communication, and problem-solving skills while gaining valuable experience in higher education operations.

As a Nonprofit Consultant at PwC, I had the opportunity to partner with nonprofit organizations, focusing on financial sustainability and operational efficiency. My work involved conducting financial health assessments, optimizing budgeting processes, and developing strategic recommendations to improve both operational and financial performance. I also collaborated with teams to analyze funding streams, implement cost-saving initiatives, and enhance financial reporting frameworks. This role strengthened my skills in financial analysis, strategic planning, and data-driven decision-making, while allowing me to contribute to the long-term success of mission-driven organizations.