Investment Professional with proven portfolio management (equity and asset allocation), sustainable investments and global macro research experience
Extensive marketing and sales experience including digital strategies
Recognized as a creative and conceptual thinker with superior analytical ...
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Investment Professional with proven portfolio management (equity and asset allocation), sustainable investments and global macro research experience
Extensive marketing and sales experience including digital strategies
Recognized as a creative and conceptual thinker with superior analytical and people management skills.
Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth knowledge of a wide variety of investment strategies (traditional and alternative),
instruments (including derivatives), capital market environments, and client types
• Sustainable/ESG investment research and portfolio management approaches
• Capital market assessment, asset allocation structuring, and corresponding implementation
strategy
• Modeling and evaluation of securities and broad asset classes from both a fundamental and
quantitative perspective
• Communication of salient investment strategy points (written and oral forms)
• Designing, implementing, and representing new investment capabilities and strategies
• Building, managing, and motivating teams of investment professionals
Fluent in Spanish and English. Hispanic background.
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