Head of Investment Management Oversight and Solutions

• Apr 2022 - Present

Leading:- Investments Oversight.- Product development.- Data intelligence.- ESG integration.

Investment Solutions & Oversight Manager

• Apr 2021 - Mar 2022

Investment Solutions and Oversight Manager (Contractor)

• Nov 2020 - Mar 2021

Secondment from Frank Consulting Ltd

Director

• Jul 2015 - Present

Consultancy services for investment management and public affairs sectors. Areas covered: - Due diligence services: alternative and traditional investments, operational and investment due diligence. - Public Affairs research and advisory: political research, engagement with industry associations and political stakeholders. - Financial, Sectorial and Political Research: white papers and articles. - Business development: capital raising, product development, market mapping. - Technology: consulting on systems development in the financial sector. Tool development. - Communications and Marketing. - Risk management. Some clients: BlueBay Asset Management, Horizon by Embark, Santander Asset Management, Institute for Strategic Dialogue, Kreab Worldwide, Show less

Member of the Board, Secretary of the Spanish Financial Forum

• Jan 2015 - Present

The Spanish Chamber of Commerce in Great Britain was founded in London in December 1886 as an Association freely established by Spanish and British merchants, industrialists and professional persons with the object of furthering the economic and commercial relations between Spain and Great Britain.The Chamber plays a pivotal role in the commercial and economic relations between the two countries, its main role being to assist in the development and promotion of commerce and investment between Spain and the United Kingdom. Show less

Treasurer

• Sep 2018 - Mar 2021

Managing Ditector, Head of Investments

• May 2007 - Jun 2015

Responsible for the day to day activities of the company, including investment, operational, regulatory, risk, technology and corporate responsibilities. Responsible for designing and implementing the investment strategy and research framework of the company: portfolio management, investment and operational due diligence procedures, investment ideas management, portfolio modeling and construction. I developed an integrated set of tools that enables the assessment of the fundamental aspects that are needed to evaluate a investments, particularly hedge funds. I also designed systems to model hedge funds and extract as much information as possible about the management style from the data. I also manage a team of people that support me in having accurate, up-to-date information. - Managing fund of hedge funds and advising in investment mandates, mainly devoted to alternatives. This includes selecting the investments that are adequate for each mandate and sizing them according to the philosophy of the portfolio, the risk parameters and the rest of the holdings in the book. - Conducting hedge fund manager meetings, on-site visits (Europe, US and Asia), conference calls. - Developing a system for ongoing fund monitoring, which enables the company and its clients to have up-to-date information on the current situation of each of the invested funds, showing the drivers of return. - From a client reporting perspective, I also write. A lot. - In order to enhance the quality of the investment ideas, I have built a network of investors, prime brokers and other counterparties to exchange views on funds, strategies, flows and market environment. - Other activities: supervision of operations a d regulatiry areas, dealing with advisory clients, taking part in their own investment committees. I have worked on legal issues with hedge funds, preparing the cases. Show less

Senior Portfolio Manager

• Jan 2007 - Apr 2007

Similar functions as in CM Capital Markets, from where the team span-off (see below). Similar functions as in CM Capital Markets, from where the team span-off (see below).

Senior Portfolio Manager

• May 2004 - Jan 2007

 Managed two funds of hedge funds, as well as driving the recommendations for an advisory mandate and participating in the investment committee for the rest of products.  Conducted investment and operational due diligence, which included composing of due diligence reports, onsite visits (Europe and US), manager meetings, conference calls.  Developed continuous fund monitoring on the invested funds.  Built systems for performance measurement, in order to have updated information on the performance of the portfolio, as well as being able to conduct performance attribution and other analysis.  Designed formats for client reporting and newsletters, taking also the responsibility of writing them directly or monitoring the composing in a team effort.  I also performed a function on operational oversight, being liaison between the investment and operations department, and assisted them with the verification of the fund accounts.  Learnt how to work in a larger company, working in a team in which I had interrelations with a number of individuals inside and outside the department. I also contributed to other parts of the company through cooperation in an informal basis.  Led the launch of an offshore fund of hedge funds in its entirety, from writing the prospectus to selection of the portfolio.  Other activities: dealing with clients, prospective investors presentations.  On Jan’07, the asset management team spun off from CM Capital Markets to create Valira Asset Management. I joined the new company and participated in the launch, with similar functions as in CM Capital Markets. Due to the smaller infrastructure, I had to take on board some operational responsibilities, such as liaising with the fund’s administrator, formerly conducted by the operations department at CM Capital Markets. I left the company on Apr’07 to join Pragma Wealth Management. Show less

Associate

• Jul 2002 - Jan 2004

 Conducted research on individual hedge funds.  Took part in the funds of hedge funds portfolio management as member of the investment committee, bringing and discussing investment proposals.  Built systems for fund analysis, performance measurement.  Conducted ongoing fund monitoring.  Developed client reporting, newsletters.  Participated in the launch of an Irish-domiciled fund of funds.  Other activities: investment work on real estate investments, long-only funds, direct investments on equities.  Previously worked as intern: Jul’01 – Sep’01 Show less

Intern

• Jan 1999 - Oct 1999

 Intern assigned to the tax department.  Primary project: developed of a kw/h accounting for calculation of the electricity tax along the different units of the business.  Other tasks: updating internal tax registers and preparing tax forms for the company.  Intern assigned to the tax department.  Primary project: developed of a kw/h accounting for calculation of the electricity tax along the different units of the business.  Other tasks: updating internal tax registers and preparing tax forms for the company.