Developed and monitored portfolio solutions, verifying thattransactions are consistent with cash flows, benchmark changes, market price movements, and changes in client guidelines.Performed individual buy/sell stock and bond recommendationswith thorough, bottom-up, fundamental and relative value analysis, meetings with company management and industry experts.Assisted with economic analysis, through producing forecasts,commentary on macro data and developments with thought-provoking, qualitative and quantitative deliverables, writtenreports and presentations.Corresponded directly with external investors, advisors, as well as internal parties and respond to ad-hoc requests in a timely and professional manner, jointly managing communication andplatform wide updates with internal sales and distributionchannels.

ClientsStandard Chartered: Hong Kong & SingaporeSupported the Wealth Management team, led by Steve Brice, overseeing a daily publication for an audience of +1,500 market participants, analyzing the global political-economic backdrop and its impact on markets, while providing FX long and short trades.Evercore ISI: USAWorked with the Biotech Equity team, led by Josh Schimmer,developing new sell-side research notes, contributing tosector/thematic/index level analysis, and helping produce external and internal materials.Management ResponsabilitiesHired, supervised and mentored Associates to deliver high-quality products; currently supervising a team of two Associates.Developed skill matrices for performance appraisals, while engaging in client relationship management.Delivered financial-economic training for new recruits and developed market-analysis tutoring content.Was Chairman of the Environmental Committee – a group of +20 members working under the United Nation’s SDG program.

ClientsInstitutional Investors: Analysed the impact of economic and political developments on government bonds of the CAC region, while engaging in relative-value analysis and economic forecasting for strategic asset allocation.Government of The Dominican Republic, Medina Administration 2012-2016: Assisted with the elaboration of public policy strategies, including: Diplomatic relationship with major trading partners and economic competitiveness as per the World Economic Forum. New debt issuance by the central government and the recapitalization of the country’s central bank.Impact of the USA Federal Reserve monetary policy stance on the nation’s government debt.