Yoel Perez

Managing Partner at Big Fish Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
CH
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • German Limited working proficiency
  • Italian Limited working proficiency
Skills

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Bio

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Credentials

  • Chartered Financial Analyst
    CFA Institute

Experience

  • Big Fish Advisory
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Apr 2019 - Present

      Investment advice. Family Office services. Investment advice. Family Office services.

  • Deliveroo
    • United Kingdom
    • Internet Marketplace Platforms
    • 700 & Above Employee
    • Operations Strategy
      • Sep 2016 - Apr 2017

      Strategic operations projects. Strategic operations projects.

  • Health Disrupt
    • Région de Zürich, Suisse
    • Business Analyst
      • Aug 2014 - Jun 2015

      Deal sourcing, due diligence for venture investors. Deal sourcing, due diligence for venture investors.

  • Homuork, by LCI
    • Spain
    • E-learning
    • Project Leader
      • Sep 2014 - Apr 2015

      Business development & Sales in Switzerland. EdTech start-up. Business development & Sales in Switzerland. EdTech start-up.

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Product Development and Management
      • Jan 2013 - Jul 2014

      Piloted the development and launch of a new Investment Advisory offering for private clients.

    • Investment Advisor
      • Apr 2011 - Dec 2012

      Cross asset class specialist investment advice for UHNW bankers & their clients.Market & data research analysis, portfolio structuring, sales.

  • Eni
    • Italy
    • Oil and Gas
    • 700 & Above Employee
    • Intern - Global Procurement & Strategic Sourcing
      • Jul 2010 - Sep 2010

      Workflow & processes review. Workflow & processes review.

  • Indosuez Wealth Management
    • France
    • Banking
    • 700 & Above Employee
    • Intern - Corporate Banking
      • Jan 2008 - Sep 2008

      Commercial & financial analysis - Corporate clients Commercial & financial analysis - Corporate clients

Education

  • CFA Institute
    CFA charterholder
    2015 - 2017
  • The London School of Economics and Political Science (LSE)
    Master of Science, Management
    2008 - 2010
  • CEMS - The Global Alliance in Management Education
    Masters, International Management
    2008 - 2010
  • ESADE Business School
    Exchange semester, CEMS Master in International Management
    2009 - 2009
  • Graduate Institute of International and Development Studies
    Master's Degree, International Relations
    2003 - 2007
  • London Business School
    Executive Education, Financing the Entrepreneurial Business
    2015 - 2015

Community

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