Earendil Gutierrez Email & Phone Number
Who is Earendil Gutierrez? Overview
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Earendil Gutierrez is listed as Impact Investing / Sustainable Investing Analyst / Quantitative Asset Management at MakeWay, a company with 76 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Earendil Gutierrez.
Earendil Gutierrez previously worked as Impact Investment Analyst at Makeway and Senior Operations Associate, Investment Restrictions and Data Management at Hsbc Global Asset Management Canada. Earendil Gutierrez holds Master Of Science (M.Sc.) In Finance, Investement Management, Finance And Financial Management Services from Beedie School Of Business At Simon Fraser University.
Email format at MakeWay
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About Earendil Gutierrez
Earendil Gutierrez is a Impact Investing / Sustainable Investing Analyst / Quantitative Asset Management at MakeWay. They possess expertise in equity research, portfolio management, microsoft excel, investment advisory, asset allocation and 25 more skills. Colleagues describe them as "I had the pleasure of working with Earendil when we managed SFU's Student Investment Advisory Service fund. Earendil is driven and very committed to learning more and getting results. I would find him spending hours researching for the next best thing to invest in for his portfolio. He works hard, gets along with everyone and is an amazing team player. I would absolutely recommend him for any position in financial services and portfolio management."
Listed skills include Equity Research, Portfolio Management, Microsoft Excel, Investment Advisory, and 26 others.
Earendil Gutierrez's current company
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Earendil Gutierrez work experience
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Senior Operations Associate, Investment Restrictions And Data Management
Associate
Developed ESG reports, multi-stakeholder educational materials and provided a portfolio-level materiality assessment for a technology VC fund.
Senior Investment Analyst, Sustainable Investments
- Responsible for the day-to-day activities of the Genus Impact Investment Counsel, including sourcing, analysis, due diligence and monitoring of impact investments in cleantech, real estate, indigenous-led businesses.
- Quantitative equity research and model maintenance.
- Rebalanced all fossil-free segregated equity portfolios.
Investment Analyst / Trader
- Impact investing research and due diligence.
- Quantitative research and model maintenance.
- Quantitative and qualitative ESG research, reporting and education to internal and external stakeholders.
- Firmwide equities trading.
Member Services Associate
- Inbound service regarding investments, term deposits, TFSA, RRSP, RRIF, performance and maintenance of accounts,
- Assistance on registered plans contributions, investing in registered products and withdrawals
- General servicing and relationship management
Contract Researcher
- Provided research on sustainability issues of a subset of companies for SHARE, aimed at helping ESG-oriented Asset Managers (Jarislowsky Fraser).
Portfolio Manager - Global Equity (Rest Of The World)
- Global Equity (Rest of the World) Portfolio Manager for the largest student-run investment fund in Canada with AUM of over 17M CAD. Directly oversaw 2.6 million CAD in assets allocated in international holdings
- Led a team of 4 analysts in the research of macroeconomic factors, sectors and industries
- Establish portfolio macro views
- Created a template for ESG integration in all the portfolios
Analyst - Global Equity (Rest Of The World)
- Equity Analyst at SIAS Fund, the largest student-run investment fund in Canada with AUM of over 17M CAD.
- Developed valuation models and financial analysis for a portfolio of equities
- Incorporated ESG screening into the equity research process
- Achieved 16.7% price appreciation for the recommended securities and presented the quarterly performance of the Global Equity portfolio for the quarters 3 and 4 of 2016 to the client.
Associate Wealth Advisor
- Created portfolios for 15 clients, earning 3% more than those offered by the institution by default
- Collectively Increased 35% the number of new individual accounts for my team
- Brought Huawei and Roche Mexico accounts to the corporate sales department
- Gave 4 large corporate presentations, met with over 20 Benefits managers and giving 6 financial well-being and planning workshops.
Colleagues at MakeWay
Other employees you can reach at makeway.org. View company contacts for 76 employees →
Adrienne Smith
Colleague at MakewayArmstrong, British Columbia, Canada, Canada
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Jordyn Gibson
Colleague at MakewayToronto, Ontario, Canada, Canada
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Ahlam Adam
Colleague at MakewayScarborough, Ontario, Canada, Canada
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Helena N.
Colleague at MakewayMontreal, Quebec, Canada, Canada
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Sarah Barsalou
Colleague at MakewayMontreal, Quebec, Canada, Canada
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Sade Petlele
Colleague at MakewayToronto, Ontario, Canada, Canada
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Travis Klemp
Colleague at MakewayCanada, Canada
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Bernadette Dron
Colleague at MakewayVancouver, British Columbia, Canada, Canada
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Lesley Anderson
Colleague at MakewayVancouver, British Columbia, Canada, Canada
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Madhvi Aggarwal
Colleague at MakewayToronto, Ontario, Canada, Canada
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Earendil Gutierrez education
Master Of Science (M.Sc.) In Finance, Investement Management, Finance And Financial Management Services
Bachelor Of International Business Administration (B.B.A.), Business
Frequently asked questions about Earendil Gutierrez
Quick answers generated from the profile data available on this page.
What company does Earendil Gutierrez work for?
Earendil Gutierrez works for MakeWay.
What is Earendil Gutierrez's role at MakeWay?
Earendil Gutierrez is listed as Impact Investing / Sustainable Investing Analyst / Quantitative Asset Management at MakeWay.
Where is Earendil Gutierrez based?
Earendil Gutierrez is based in Canada, Canada, Canada while working with MakeWay.
What companies has Earendil Gutierrez worked for?
Earendil Gutierrez has worked for Makeway, Hsbc Global Asset Management Canada, Esg Global Advisors Inc., Genus Capital Management, and Vancity.
Who are Earendil Gutierrez's colleagues at MakeWay?
Earendil Gutierrez's colleagues at MakeWay include Adrienne Smith, Jordyn Gibson, Ahlam Adam, Helena N., and Sarah Barsalou.
How can I contact Earendil Gutierrez?
You can use AeroLeads to view verified contact signals for Earendil Gutierrez at MakeWay, including work email, phone, and LinkedIn data when available.
What schools did Earendil Gutierrez attend?
Earendil Gutierrez holds Master Of Science (M.Sc.) In Finance, Investement Management, Finance And Financial Management Services from Beedie School Of Business At Simon Fraser University.
What skills is Earendil Gutierrez known for?
Earendil Gutierrez is listed with skills including Equity Research, Portfolio Management, Microsoft Excel, Investment Advisory, Asset Allocation, Business Planning, Financial Planning, and Bloomberg.
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