Pablo Orozco
Research Analyst at Kai Capital Management- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Ritesh Jain
Pablo is one of the smartest research analysts I’ve had the privilege of working with. The most important quality for an investment professional to succeed and to be value accretive is to be able to interpret new data points in the context of the current macroeconomic environment. Pablo has shown this willingness and adaptability when considering new investment ideas. This is a quality I believe is required in today’s investment environment.
Ritesh Jain
Pablo is one of the smartest research analysts I’ve had the privilege of working with. The most important quality for an investment professional to succeed and to be value accretive is to be able to interpret new data points in the context of the current macroeconomic environment. Pablo has shown this willingness and adaptability when considering new investment ideas. This is a quality I believe is required in today’s investment environment.
Ritesh Jain
Pablo is one of the smartest research analysts I’ve had the privilege of working with. The most important quality for an investment professional to succeed and to be value accretive is to be able to interpret new data points in the context of the current macroeconomic environment. Pablo has shown this willingness and adaptability when considering new investment ideas. This is a quality I believe is required in today’s investment environment.
Ritesh Jain
Pablo is one of the smartest research analysts I’ve had the privilege of working with. The most important quality for an investment professional to succeed and to be value accretive is to be able to interpret new data points in the context of the current macroeconomic environment. Pablo has shown this willingness and adaptability when considering new investment ideas. This is a quality I believe is required in today’s investment environment.
Credentials
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Passed Level II
CFA Institute -
Series 16 (pursuant to FINRA Rule 1220(a)(14))
FINRA -
Series 86 (pursuant to FINRA Rule 1220(b)(6)(B))
FINRA
Experience
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Kai Capital Management
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United States
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Financial Services
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1 - 100 Employee
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Research Analyst
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Nov 2021 - Present
Consumer and TMT Consumer and TMT
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Research Analyst
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Feb 2019 - Mar 2021
Consumer, TMT and Industrials Consumer, TMT and Industrials
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RBC Capital Markets
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Canada
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Investment Banking
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700 & Above Employee
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Equity Research Associate
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Mar 2015 - Jan 2019
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CIBC Capital Markets
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Capital Markets
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700 & Above Employee
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Jr. Equity Research Associate
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Jan 2014 - Feb 2015
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Summer Jr. Research Associate
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May 2013 - Aug 2013
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Program for Research and Investment Management Excellence (PRIME)
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Canada
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Financial Services
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1 - 100 Employee
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Fund Manager
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Oct 2011 - Apr 2013
1 of 10 students selected out of an initial applicant pool of 60+ students to manage a $1.7MM Canadian equity portfolio on behalf of the university’s endowment fund 1 of 10 students selected out of an initial applicant pool of 60+ students to manage a $1.7MM Canadian equity portfolio on behalf of the university’s endowment fund
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Education
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2009 - 2013
University of Alberta
Bachelor’s Degree, B.Comm., Finance -
2018 - 2018
Sproule
Evaluation of Oil & Gas Properties for Finance Professionals -
2013 - 2013
University of Navarra
International Exchange -
2006 - 2009
Bishop O'Byrne Senior High School
Community
