Summary
Economist with 12 years of experience in asset management, equity investments, financial analysis, and advisory services. For the past 7 years, I have served as an Equity Portfolio Manager, leading teams of financial analysts across multiple countries. I recently completed my MBA at a leading French institution.
My expertise lies in evaluating long-term investments and developing targeted portfolio strategies. I have a strong background in investment management, risk management, asset valuation, finance, fund due diligence and compliance, trading, and capital markets. I am skilled in creating impactful commercial presentations, engaging with the media, and fostering effective team dynamics.
Throughout my career, I have invested in a diverse range of sectors, including energy, commodities, materials, financial institutions, retail, real estate, construction, transportation, salmon, and food and beverage. I am fluent in Spanish and English, with a high-intermediate proficiency in French.
I am authorized to work in France.
Professional experiences
Business development, mba project
GEOCEAN , Cassis - Thèse / Doctorat
From January 2024 to July 2024
Created international expansion plan for a high potential new business unit, including assessment of potential clients,
competitors, suppliers, and partners. Built go-to-market plan and decision-making model to prioritize investments.
Assessment of the technical and financial requirements, followed by a commercial proposal for clients.
Vice president. equity portfolio manager
Credicorp Capital Asset Management , Santiago - CDI
From August 2019 to July 2023
Managed equity investment strategies (MMUS 50 AUM) and directed seven analysts across Latin America. Achieved
cumulative 22% overperformance compared to IPSA Index and positioned in 1st quartile of performance among 40 peer funds.
Designed investment propositions for Latin American and Global Strategy funds (MMUS$ 240 AUM) as a member of the
Investment Committee.
Led the integration of ESG metrics into the asset valuation process to ensure compliance with the Principles for Responsible
Investment (PRI), enhancing the sustainability and ethical standards of investment practices.
Acted as spokesperson in commercial campaigns and press presence.
Equity portfolio manager
BICE Inversiones , Santiago - CDI
From September 2016 to June 2019
Directed Chilean Equities strategies and co-managed Small Cap Fund (MMUS$ 700 AUM, long-term profile), while mentored
five analysts. Spearheaded the enhancement of commission fee strategies, resulting in significant improvements to the business
value proposition and the restructuring of the funds offering.
Analyzed and invested in IPO operations of Real Estate developers and Salmon producers in Chile.
Senior investment analyst
BICE Inversiones , Santiago - CDI
From July 2015 to August 2016
Senior Investment Analyst for Small Cap Chile, Mid Cap Chile, All Cap Peru and All Cap Colombia Equity funds.
Co Portfolio Manager All Cap Colombia Equity Fund.
Sectors: Financials, Construction, Utilities, Real Estate.
Senior analyst
Drake Capital , Santiago - CDI
From January 2015 to June 2015
Led Special Situations section of MMUS$ 1.250 AUM portfolio and covered Andean stock trading.
Managed international investment through Funds and ETFs as a counterpart of global brokers and research providers.
Analyst
AFP Provida , Santiago - CDI
From January 2011 to December 2014
Conceived investment research and equity valuation in financial, construction, commodities, beverage, and health care industries.
Conducted local small caps fund selection for MMUS$ 1.200.
Defined daily stocks trading strategy, within a MMUS$ 4.500 AUM fund, as a client of local brokers.
Analyzed European macroeconomics and developed Risks Analysis and Asset Allocation models.
Connection between Sales and Investment teams, providing advice to high-net-worth clients and sales force.
Additionals trainings
MBA
emlyon business school - Business and Administration
2023 à 2024
Master's Degree in Business and Administration.
The programme incorporates studies in economics, finance, accounting, presentation skills, reporting, marketing, human resources, investments, strategic and leadership skills. I focused my electives in Business Development, Project Management and Finance.
Master's in Finance
University of Chile, Faculty of Economics and Business - Finance and Investments
2013 à 2013
Master's Degree in Finance. The programme lasts 1 academic year, and incorporates skills dedicated to financial analysis, accounting, financial forecast, asset valuation, capital markets, stock trading. After that, i have dedicated most of my career to Asset Management.
CFA Level 1
CFA Institute - Finance, Accounting, Ethics
2014 à 2014
CFA is a program that incorporates specific trainning to become an expert in Financial Analsysis. The program incorporates studies of finance, investments in equity, fixed income and private assets, accounting, ethics, IFRS and US GAAP, capital markets.
It is contemplated as a certification, with no classes, just personnal study during a period of 6 months, without stopping working.
Bachelor's Degree in Economics
University of Chile, Faculty of Economics and Business - Economics and Econometrics
2005 à 2010
The first two years are focused on the basics of marketing, finance, human resources, statistics and accounting, while the next three years are focused exclusively in economics: business economics, labor economics, econometrics, financial economics.
My electives where entirely focused on finance, asset management, asset valuation and capital markets, subjects that were needed to complete the Master's degree in Finance in the future.
Associations
Degree
Languages
Anglais - Courant
Français - Technique
Espagnol - Langue maternelle
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