About
Xochitl C. Maldonado is a Research Analyst at Sage Advisory in Austin, Texas, where she is a key member of the Responsible Investing team. In this capacity, she focuses on environmental, social, and governance (ESG) integration, values-based investing, and impact bond research for institutional and high-net-worth client portfolios, emphasizing fixed income strategies that adhere to rigorous ESG criteria. Her responsibilities also extend to supporting Sage’s Diversity, Equity & Inclusion Committee, and contributing to original, comprehensive ESG and financial market research.
Before joining Sage Advisory in 2022, Xochitl built a diverse professional background as an ERP Software Developer and Instrument Technician at Thermo/Probes, Inc., where she developed analytical, quantitative, and technical problem-solving skills that now enhance her investment research work. Her interdisciplinary experience gives her a unique perspective in evaluating both quantitative data and qualitative sustainability metrics within investment analysis.
Xochitl holds a Bachelor of Science in Mathematics from Texas A&M University, with minors in Statistics and Economics. As a dedicated math enthusiast, she demonstrated advanced research skills as part of the university's Fractals Research Team. She is in the process of attaining her Series 65 credential, further evidencing her commitment to professional development in financial analysis and responsible investment advisory. Her notable contributions include enhancing Sage Advisory's ESG and responsible investment research capabilities in the institutional fixed income sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sage Advisory | Research Analyst | Feb 2022 to Present | — |
| Thermo/Probes, Inc. | ERP Software Developer | May 2020 to Oct 2022 | • Trained and developed a course for co-workers to adapt and learn the basic coding elements • Developed and computed algorithms for job costs, quotes, and other sales records with the use of Excel an... |
| Thermo/Probes, Inc. | Instrument Technician and Office Assistant | Dec 2018 to May 2020 | • Operated in the sales department to create quotes, sales orders, and purchase orders • Improved and re-designed sales catalog to maximize sales as well as improve the shipping system • Assembled sen... |
| Texas A&M University | Undergraduate Research Assistant | Aug 2020 to May 2021 | • Create an updated reference to guide researchers who investigate spectral aspects of the Sierpinski gasket. • Present weekly updates over python code that facilitates the accuracy of the mathematica... |
| Texas A&M University | Vice President of Dean Student Association Panel | Aug 2018 to May 2021 | • Organize recruitment activities, complete forms required for volunteering event and submit for approval. • Update and track records for all members by verifying participation and volunteering hours ... |
| Reads & counts | Tutor | Aug 2019 to Jan 2021 | • Tutored elementary students virtually and face-to-face in subjects including reading and mathematics. • Translated material covered in class to facilitate and enhance learning for bilingual children... |
Education
Texas A&M University
Bachelor of Science - BS, Mathematics
2018 — 2021
Skills & Expertise
Others at Sage Advisory Services, Ltd.co. (12)
| Name | Role | Location |
|---|---|---|
 | Vice President Portfolio Management | United States |
 | VP, Senior Research Analyst | Austin, TX , United States |
C Christina Criswell | Associate Portfolio Manager | United States |
 | Vice President, Quantitative Research | Austin, TX , United States |
 | Vice President, Responsible Investing Research | Austin, TX , United States |
 | Managing Partner | Austin, TX , United States |
M Michael Walton | Managing Partner | Austin, TX , United States |
 | Vice President, Portfolio Management | Austin, TX , United States |
R Ron Zboril | Trader and Asst. PM | Austin, TX , United States |
 | Associate | Austin, TX , United States |