Raquel Fernandez Porras
Chief Investment Officer at Cuestamoras- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 7, 63
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Experience
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Cuestamoras
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Costa Rica
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Investment Management
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100 - 200 Employee
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Chief Investment Officer
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May 2022 - Present
Responsible for the portfolio strategy and pipeline construction for the group; as well as spearheading the investment banking processes Responsible for the portfolio strategy and pipeline construction for the group; as well as spearheading the investment banking processes
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Capital & Advice
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San Jose, Costa Rica
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Managing Director
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Aug 2017 - Jun 2022
• Responsible for the creation of an Advisory Services firm and an Investment bank with regional clients (Central America, Caribbean, Ecuador, etc) across the banking, retail, insurance, real estate development, hospitality, energy and agricultural industry with an ESG focus and impact investing strategy • Responsible for the creation of an Advisory Services firm and an Investment bank with regional clients (Central America, Caribbean, Ecuador, etc) across the banking, retail, insurance, real estate development, hospitality, energy and agricultural industry with an ESG focus and impact investing strategy
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Portafolio Inmobiliario
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Costa Rica
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Real Estate
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100 - 200 Employee
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Manager
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Aug 2013 - Aug 2017
• Responsible for the overall department of strategy including the Financial, IT, Telecomm and Strategic divisions directly reporting to CEO and Chairman • Led largest single private debt structuring in the country with over $250mm of syndicated debt and swap transaction providing savings of over $25mm to the company. • Turned around a heavily distressed sister company (telecoms) into profitability in less than 12 months and positioned it to compete as a national service provider • Responsible for the overall department of strategy including the Financial, IT, Telecomm and Strategic divisions directly reporting to CEO and Chairman • Led largest single private debt structuring in the country with over $250mm of syndicated debt and swap transaction providing savings of over $25mm to the company. • Turned around a heavily distressed sister company (telecoms) into profitability in less than 12 months and positioned it to compete as a national service provider
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jun 2010 - 2013
• Managed the investments for a $500mm portfolio for clients in Argentina, Chile and Uruguay resulting in highest revenue growing investor in the Southern Cone region • Traded ~ $10 billion of assets under management for ultra high net worth clients across various assets classes (equity, fixed income, currencies, commodities, derivates, etc) • Spearheaded plan to improve annuity revenues making my team rank #1 across Latam • Ranked in top performance group of associates in PB for every review resulting in an early assignment of an individual book of business Show less
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Analyst
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Jul 2005 - Jan 2008
• Designed automated modeling software in collaboration with senior team that was launched in 18 offices around the world reducing ~50% of analyst time spent in calculating metrics • Analyzed ~ $3 billion of assets under management for ultra high net worth clients • Ranked in top performance group (~top 5% of analysts in PWM) for every review • Designed automated modeling software in collaboration with senior team that was launched in 18 offices around the world reducing ~50% of analyst time spent in calculating metrics • Analyzed ~ $3 billion of assets under management for ultra high net worth clients • Ranked in top performance group (~top 5% of analysts in PWM) for every review
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Education
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2008 - 2010
Columbia Business School
Master of Business Administration (MBA), Finance, General -
2002 - 2005
University of Michigan Business School
Bachelor of Business Administration (BBA), Finance, General -
Harvard University
Seminar on Real Estate and Finance, Real Estate
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