Henry J. Hernández

Junior Portfolio Manager at Clarien Bank Limited
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Contact Information
Location
Bermuda, BM
Languages
  • Español Native or bilingual proficiency
  • Inglés Professional working proficiency
  • Francés Elementary proficiency

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Bio

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5.0

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Carlos L. Klemprer Rodríguez

Henry is a very talented professional with impeccable operational and analytical skills. I had the opportunity of working with him during his tenure at ACM as a trader and demonstrated great practices while covering important order flows together with timely accounting standards. Henry never hesitated to get around his chores to help anyone in the team contributing with extensive financial knowledge. I would really enjoy being on the same team in the future.

Daniel Urdaneta, CFA

Henry is a force to be reckoned with and an outstanding individual. His career in the venezuelan private financial sector shaped his strong analytical skills and operational efficiency; traits which turned out to be essential in shaping the workflow of the trading desk at Bancaribe Curacao to this day. I shared responsibilities with Henry for over a year in BCB's Treasury department and looking back, I can proudly say that we grew together exponentially as finance professionals. Synergies in our day-to-day activities were key: Henry understood and mastered medular activities of the desk (such as real-time portfolio Mark-to-Market and a thorough, easily-auditable performance tracker for the desk's proprietary trading activity), which matched perfectly with my own value-added in proprietary trade execution, sell-side trading commentary and buy-side analytical capabilities. Furthermore, Henry's drive to keep learning about the ins-and-outs of the industry will keep him more than capable of tackling the challenges of the modern global financial industry for years to come.

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Credentials

  • Completed CFA Level I
    CFA Institute
    Aug, 2021
    - Sep, 2024
  • TOEFL IBT 107 out of 120
    The TOEFL® test
    Feb, 2020
    - Sep, 2024
  • IELTS General Training Band Score: 7.5
    IELTS USA
    Aug, 2019
    - Sep, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute (CSI)
    Oct, 2017
    - Sep, 2024
  • Duolingo French Fluency: Elementary (Estimated)
    Duolingo
    Aug, 2016
    - Sep, 2024
  • EF SET English Certificate 78/100 (C2 Proficient)
    EF Standard English Test (EF SET)

Experience

    • Bermuda
    • Financial Services
    • 100 - 200 Employee
    • Junior Portfolio Manager
      • Jun 2022 - Present

      As a Junior Portfolio Manager, I have been involved in developing and executing investment strategies for private client portfolios, providing technical sales support to the wider Wealth Management business, building and maintaining strong relationships with high net worth clients, managing Private Client Discretionary portfolios, demonstrating a comprehensive understanding of economics and financial markets, contributing to asset allocation decisions, providing cross-sell technical sales support to advisors throughout the bank, generating proposals for portfolio managers, assisting in the development of client communications and quarterly reporting, understanding regulatory obligations and executing business policies and procedures in regards to KYC and AML. I have also assisted in the asset management of 3 Mutual Funds with different strategies. Show less

    • Mexico
    • Financial Services
    • 1 - 100 Employee
    • Financial Controller
      • Oct 2021 - Dec 2021

      As a Financial Controller in Solidus Capital I had the responsibility to do internal compliance of all the business processes and accounting policies, create financial models to project new bussiness lines in order to participate in deck seed rounds, establish the budget and allocate it use to do financial forecast, create and follow the behavior of relevant KPIs and analyse their performance, prepare and publish monthly financial statements to review with the board, ensure quality control over financial transactions and financial reporting. Show less

    • Head Trader / Manager
      • Jul 2017 - Jun 2020

      In my position as Head Trader/Manager in ACM Bermuda I was in direct communication with the regulator (BMA) and had to ensure to comply with all the requirements and regulations established in the Investment Business Act of Bermuda. I act as the CFO presenting the Financial Statements and working in internal and external audits. Managed a sales team with an goal oriented focus to grew our assets under management. We offer our clients advisory and brokerage service in a wide range of financial products (Fixed Income, Equity, Alternative Investments). Also, we build portfolios for our client tailored with their financial goals and constraints. Show less

    • Netherlands
    • Banking
    • 1 - 100 Employee
    • Trader
      • Jun 2014 - Jul 2016

      As a trader in Bancaribe Curacao, I manage a long-term proprietary portfolio following investment policies proposed and approved in the Investment Committees. A medium-term proprietary portfolio with a mix of financial instruments (Mutual Funds, ETFs, Corporate Bonds, Sovereign Bonds) and a trading portfolio with a focus on Fixed Income, specially Emerging Market Sovereign and Corporate Bonds (Especially Latin America); US Treasury Bills and Exchange Traded Funds such as (XLP, SPY, QQQ, TLT and USO). Also I act as a broker for our clients and counterparties in different types of assets (Fixed Income, Equity and Structured Products). Show less

    • Trader Senior
      • Mar 2007 - Jun 2014

      In my more than 7 years working in Banco Exterior, I was able to grew internally going from a Trader Junior position to a Trader Senior position. I started doing data entry of the different operations carried out by the treasury, bank reconciliations and a weekly news report. As I grew, so did my responsibilities having to manage the cash flow of the Bank Account in the Venezuelan Central Bank, ensuring sufficient liquidity to exceed the required reserve while participating in the interbank and open market with the central bank, invest the bank's surplus funds in different financial instruments, act as a broker in different types of assets for clients and counterparties, managed of the bank's investment portfolio in foreign currency and local currency and participation in the auctions of primary bonds carried out by the Central Bank. Show less

Education

  • Universidad Católica Andrés Bello
    Master's degree, Instituciones Financieras Mención Finanzas Internacionales
    2008 - 2013
  • Universidad Católica Andrés Bello
    Administrador de empresas, Business Administration
    2000 - 2007

Community

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