Board Member

• Apr 2022 - Present

CEO and Chairman of the Board

• Sep 2014 - Present

Reporting to the Executive Director of Inversis Bank, I am the CEO of the Asset Management Company (800 million Euro under management and 6 billion Euro under administration; supervising 30 people) • Integration of Sigval processes and people to Inversis (2009); operational process improvement and team building leadership • Implementation of the ESG strategy at company and product level • Participation in client and prospect meetings with relationship managers • Representing the company within national regulator, industry organizations and external parties • Head of the Manager Selection Department; design and implementation of the investment research process; team builder; currently responsible for detecting new product trends and ESG strategy at company level Show less

Portfolio Advisor

• Nov 2008 - Aug 2014

• Portfolio manager of multi asset multi manager unit linked sold in the Italian and Spanish markets by different private banking institutions. • Conducting analysis and selection of investment strategies for traditional asset classes • Portfolio construction and management • Managing relationship, communication and meetings with portfolio managers and private bankers • Actively involved in all the team project outside Spain for development and implementation of new products • Portfolio manager of multi asset multi manager unit linked sold in the Italian and Spanish markets by different private banking institutions. • Conducting analysis and selection of investment strategies for traditional asset classes • Portfolio construction and management • Managing relationship, communication and meetings with portfolio managers and private bankers • Actively involved in all the team project outside Spain for development and implementation of new products

Head of Equity Research Department

• Sep 2006 - Oct 2008

• Responsible for coordinating a team of 4 people • Evaluation of emerging market equity mutual funds and separate accounts (global and single country) • Monitoring the adherence of the fund performance to the investment philosophy and attribution analysis • Providing recommendations for institutional clients, mostly Spanish, and for internal portfolio managers • Responsible for coordinating a team of 4 people • Evaluation of emerging market equity mutual funds and separate accounts (global and single country) • Monitoring the adherence of the fund performance to the investment philosophy and attribution analysis • Providing recommendations for institutional clients, mostly Spanish, and for internal portfolio managers

Fund Analyst

• Jan 2001 - Sep 2006

• ConductIng evaluation of both mutual funds and separated accounts on their investment process and their philosophy following a strict proprietary methodology. • Investment strategy selection based on quantitative tools and qualitative analysis • Intensive portfolio manager interviewing all over the world • Rotation of asset class coverage inside the team • Providing recommendations for our internal portfolio management team • Contribution to conceive, develop and implement an on-line portfolio manager rating system for the selection of the Third Party Managers, which was used by Nextra itself and other Investment Companies Show less

Researcher

• Oct 2000 - Jul 2001

Researcher in charge of collecting financial data on European Asset management companies to study trends on the market. Researcher in charge of collecting financial data on European Asset management companies to study trends on the market.