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
2019.06 - 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
2021.11 - 2023.03
- 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
2020.02 - 2021.11
- 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
2021.11 - 2023.03
Accounting Clerk
Loteka
2020.02 - 2021.11
Investment Analyst
investment portfolio management
2019.06 - Current
Accounting
UTESA
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