David Alvarez

Senior Portfolio Manager at Oeno Group
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
  • French Elementary proficiency

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Bio

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Credentials

  • Finance and Management Online Course
    EDUCBA
    Jun, 2019
    - Nov, 2024

Experience

  • Oeno Group
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager
      • Jul 2022 - Present

      - Develop and execute investment strategies to maximize returns on clients' portfolios.- Monitor and evaluate the performance of clients' investments and adjust strategies as needed to meet financial goals.- Develop and maintain relationships with industry professionals to stay informed of market conditions and identify potential investment opportunities.- Conduct due diligence on potential investment opportunities, including analyzing financial statements, market trends, and other relevant data.- Provide regular reports to senior management and clients on portfolio performance and investment strategies.- Represent the firm at industry conferences and events.- Management and development of in-house corporate events Show less

    • Junior Portfolio Manager
      • Nov 2021 - Jun 2022

  • AlphaSights
    • United Kingdom
    • Information Services
    • 700 & Above Employee
    • Consultant
      • Oct 2022 - Dec 2022

  • Noyz Events
    • United Arab Emirates
    • Events Services
    • Co-Head of Business Development | Spain
      • Aug 2021 - Oct 2021

  • CLUB LTL
    • Spain
    • Higher Education
    • English Tutor
      • Jan 2018 - Dec 2020

  • Layna
    • Madrid, Community of Madrid, Spain
    • Accounting Consultant | Internship
      • Jun 2020 - Nov 2020

      - Assisting with day-to-day accounting tasks, such as reconciling accounts, processing invoices, and managing accounts payable and receivable. Participated in internal accounting reviews to help identify potential areas of risk or improvement. - Assisting with day-to-day accounting tasks, such as reconciling accounts, processing invoices, and managing accounts payable and receivable. Participated in internal accounting reviews to help identify potential areas of risk or improvement.

  • Self-employed
    • English Tutor
      • Nov 2017 - Feb 2020

  • Pantín Surf Camp
    • Spain
    • Spectator Sports
    • Assistant Instructor (translator)
      • Jun 2014 - Sep 2016

      Summer job Summer job

Education

  • Wine & Spirit Education Trust
    Level II, Wine
    2022 - 2022
  • University of Westminster
    Bachelor of Arts - BA Honours, International Business
    2018 - 2021
  • Newcastle University
    Foundation degree, Accounting and Business Management
    2017 - 2018

Community

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