Seville, Andalusia, Spain
Since September 2022 senior private banker at A&G. Twenty four years of experience in finantial markets From 2005 until 2022 Senior Asset Portfolio Manager at BBVA Asset Management Former Fund Manager and buy side analyst at Banco Popular Sell side equity analyst also at Banco Popular Credit analyst at Banco Central Hispano Focus on: investment strategies,asset allocation,finantial statements analysis,equity,fixed income,futures and alternative investment. Trustee of the Fundación Real Betis Balompié. Advisory board member of Rpow. Skills: reliable, capable and enthusiastic person.Responsible attitude and ability to keep calm under pressure.Strong relationship with clients. Since 2013 deep interest and co-investor in start-ups (health care,retail, digital identity, social impact and mobile payments solutions).
- Senior Asset Portfolio Manager (SICAV) Managing high net worth clients portfolios Responsible for the Asset allocation (equities,derivaties,fixed income,AI,cash) Focus on individual financial needs (key task:to establish risk/return profile) Working in a day to day close relationship with clients - Former Fonquivir Fund Manager (2007/2014) Features: Global Investment Fund (60% Global Index Stocks/40% Fixed Income) Strategy: Stock picking,trading and derivaties Results: Rent 40,85% vs 17,22% benchmark, volatility: 8,26, Sharpe: 0,35, Alpha: 2,35. - "Desafío Gestión" Portfolio Simulator Winner (BBVA Patrimonios 2008) Results 2008: Rent 10,86%, Sharpe: 0,64.
Long only investment funds and pension funds manager in Spain/Europe Basic materials,capital goods and retail sector specialist Member of the equity and asset allocation committe Active fund manager. Stock picking and investment level settlement Analisys and company valuations Strategic presentations to Banco Popular branches
Equity analyst inside the broker of Banco Popular Group Develop analysis, reports and recommendations of Spanish stocks Top down and botton up analysis through development of valuation model (DFC,Multiples) and analysis of fundamentals Sell side: Develop reports, notes, and presentation to institutional clients Initial analyst support from equity desk sales person and final presentation, calls, and visits to clients done by the analyst Sector covered: retail, steel, airlines, paper,toll roads Close relationship with institutional clients and Media
Follow-up of the Regional Policy,Transport,Tourism and Employment and Social Affairs commissions Producing reports on different European policies,policy analysis and oral and written questions.