, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: portfolio manager,
Occupation: Business and Finance
Degree: Bachelor's Degree
Career Level: Qualified
Languages: Spanish; English
Highlights:
Skills:
Investment Consultant 04/2017 - 07/2018
Colliers International Colombia, Bogota, Colombia
Industry: Real Estate
Real Estate investment Consultant, Institutional clients, Mutual Funds, and Private equity funds. Retail Clients. Experiences in Sale and Leaseback. Leased Assets, BTS
- Development of the Investment Division called REI at Colliers
- Design and construction of process of REI
- Design and Launch of Real Estate Investment Market Research Report
- Market Research of Office segment in different cities in Colombia
- Feasibility projects analysis--
Senior Analyst Investment Mixed Assets 08/2013 - 03/2017
Credicorp Capital Colombia, Bogota, Colombia
Industry: Capital Markets
Asset Management, trader of portfolios in differentes financial markets such as Fixed Income, Equities, Derivatives, and alternative investments.
I had promoted several times in this company
- Analysis and management of currency hedge of the mutual funds.
- Management of Equities and Alternative investments under advisory (5MM USD AUM´s 2016)
- Asset Management Family Office International mandates, (9 MM USD AUM´s 2016)
Experience in use of Financial instruments such: ETF´s, Mutual funds, Bonds, TD, options, futures, forwards, structured notes, warrants, and others
- Knowledge in platforms such Pershing, Robeco, Allfunds, Correval Panamá
- Asset allocation model in Excel (made it)
- Supervision of Junior Analyst and operative staff of the mutual funds--
Sergio Arboleda University 06/2008 - 12/2013
Bogota, , Colombia
Degree: Bachelor's Degree
Major:Finnce
Finance and Foreign Trade Degree
Achievements:
- Degree Honors “Magna Cum Laude” – GPA 3.43 (Weighted Average 4.43/5)
- Scholarship of Academic Excellence
- Honor Roll of Sergio Arboleda University
- Promotions in my professional career,
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