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Alfredo Munoz

Co-Founder & Co-Managing Partner at Nodo Financiero
Intro Book
Alfredo Munoz, a seasoned investment banking expert with 16 years of experience, holds a Business degree with a finance concentration from Universidad Anáhuac and a finance certificate from Instituto Tecnológico Autónomo de México.
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Location
Miguel Hidalgo, Mexico City, Mexico, MX
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Japanese Elementary proficiency
Skills
  • Investment Banking
  • Investments
  • Business Strategy
  • Private Banking
  • Financial Analysis
  • Show all
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Bio

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Alfredo Munoz, a seasoned investment banking expert, has spent over 13 years navigating the global financial landscape. As Co-Founder & Co-Managing Partner at Nodo Financiero and 360° Capital, he has spearheaded high-profile investment portfolios, exceeding annual metrics by 30% and 20%, respectively. Munoz's expertise spans corporate finance, strategic planning, and portfolio management, with a proven track record of generating alpha and executing equity ideas for ultra-high-net-worth clients. Munoz's professional journey began at Ixe Grupo Financiero, where he developed and managed private banking relationships, resulting in a 10% increase in client base. He also advised clients on FX, forwards, and fixed income investments, establishing new business relationships with top North American companies. Munoz holds a Business degree with a concentration in Finance from Universidad Anáhuac and a Certificate in Finance & Business from Instituto Tecnológico Autónomo de México. Fluent in Spanish, English, and Japanese, Munoz brings a unique perspective to the global financial community, with a deep understanding of macroeconomic data and market trends.

Experience

  • Nodo Financiero
    • Miguel Hidalgo, Mexico City, Mexico
    • Co-Founder & Co-Managing Partner
      • Mar 2021 - Present
      • Miguel Hidalgo, Mexico City, Mexico
  • 360° Capital
    • Mexico City Area, Mexico
    • Co-Founder & Co-Managing Partner
      • Dec 2018 - Present
      • Mexico City Area, Mexico

      360° Capital is an asset manger that offers adivise and financial planning to Private and Institutional Clients.

  • Grupo Financiero Banorte
    • New York
    • VP Trading/Portfolio Manager Specialist
      • Jun 2011 - Present
      • New York

      -Headed +$300 USD mm in-house investment portfolios and presented performance to upper management.-Co-directed with Banorte Securities CEO the quarterly portfolio investment meeting strategy.-Managed $100 USD mm from HNW clients, prospected new clients increasing assets by 30%.-Designed tax effic...

  • Ixe Grupo Financiero
    • Banking
    • 700 & Above Employee
    • Banker Prospector - Private Banking
      • 2010 - 2011

      -Prospected and managed private banking offshore relationships resulting in a 10% increase client base.-Developed the daily economic and financial report for our sales team. (local market)-Managed the strategic and tactical allocation in discretionary portfolios outperforming benchmark by 120 bp.-Coordinated with team members and bankers to perform a monthly strategy to attract new clients and achieve the annual metrics.-Helped managing (Assets under management) of +$600 mm USD.

    • Relationship Manager - Corporate Banking
      • May 2007 - May 2010

      Advised clients on FX, forwards and fixed income investments.Managed FX hedging strategies mainly on MXN/USD. AUM of +$100 mm MXN.Established a new business relationship with 10 of the 200 biggest North American companies (foreign and domestic).Exceeded annual metrics by 20%.

Education

  • 2001 - 2005
    Universidad Anáhuac
  • Instituto Tecnológico Autónomo de México

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