Carlos Manuel Perez Rodriguez
MOCA,Spaillat
Summary
Highly focused Investment Analyst bringing expert-level knowledge of [Market] securities. Leverages industry knowledge and analytical capabilities to determine risk levels and optimize investment strategies. Offers excellent report writing and presentation skills. focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Overview
5
5
years of professional experience
Work History
Investment Analyst
investment portfolio management
MOCA, Spaillat
06.2019 - Current
- Analyzed, evaluated and reported on market trends, investment opportunities, and risks associated with potential investments.
- Provided advice and recommendations regarding various portfolio strategies, asset allocations, and risk management techniques.
Sales Executive
Rojas Group
MOCA, Spaillat
11.2021 - 03.2023
- Developed and implemented sales strategies to meet customer needs and increase revenue.
- Negotiated contracts with clients on behalf of the company.
- Generated reports summarizing sales performance metrics and presented findings to management team.
Accounting Clerk
Loteka
MOCA, Spaillat
02.2020 - 11.2021
- Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
- Generated financial reports for management review on a regular basis.
- Assisted with external audits conducted by accounting firms.
Education
Accounting
UTESA
MOCA/SPAILLATSkills
- Emerging markets
- Portfolio Management
- Wealth Management
- Derivatives trading
- Negotiation
- Interactive Learning
Timeline
Sales Executive
Rojas Group
11.2021 - 03.2023
Accounting Clerk
Loteka
02.2020 - 11.2021
Investment Analyst
investment portfolio management
06.2019 - Current
Accounting
UTESA
Similar Profiles
Tanyaradzwa MhlangaTanyaradzwa Mhlanga
Analyst at Ministry of Education, Investment Portfolio Management OfficeAnalyst at Ministry of Education, Investment Portfolio Management Office
ARKA MUKHERJEEARKA MUKHERJEE
Investment Advisor at Self Employed Mutual Fund Industries And Life Insurance And Portfolio ManagementInvestment Advisor at Self Employed Mutual Fund Industries And Life Insurance And Portfolio Management
Orestes Lima PerezOrestes Lima Perez
Professional Investor in Stock and Crypto Market at Personal Portfolio ManagementProfessional Investor in Stock and Crypto Market at Personal Portfolio Management