Felipe Becerra Zapata, Cfa.

Felipe Becerra Zapata, Cfa. Email and Phone Number

Investment Director at Colliers International | President at CFA Society Colombia @ CFA Society Colombia
bogota, distrito especial, colombia
Felipe Becerra Zapata, Cfa.'s Location
Bogotá D.C. Metropolitan Area, Colombia
About Felipe Becerra Zapata, Cfa.

More than 10 years of experience focused on financial asset management and Real Estate Investments with relevant knowledge in fundamental financial analysis. Portfolio Management, Portfolio analysis. Colombian Real Estate Research. Investment Market Reports, Economic outlooks.

Felipe Becerra Zapata, Cfa.'s Current Company Details
CFA Society Colombia

Cfa Society Colombia

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Investment Director at Colliers International | President at CFA Society Colombia
bogota, distrito especial, colombia
Employees:
6
Felipe Becerra Zapata, Cfa. Work Experience Details
  • Cfa Society Colombia
    President
    Cfa Society Colombia May 2024 - Present
    Colombia
  • Cfa Society Colombia
    Board Member
    Cfa Society Colombia Jun 2020 - Present
    Colombia
    CFA Colombia Society is part of the CFA Institute.CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
  • Colliers
    Investment Director
    Colliers Jul 2023 - Present
    Bogotá, Capital District, Colombia
  • Colliers International
    Director Of Market Intelligence And Innovation
    Colliers International Sep 2020 - Sep 2023
    Bogota,D.C., Capital District, Colombia
  • Colliers International
    Investment Consultant
    Colliers International Apr 2017 - Jul 2018
    Bogotá D.C., Colombia
    Functions:- Development of the Investment Division called REI at Colliers- Design and construction of process of REI- Design and Launch of Real Estate Investment Market Research Report- Market Research of Office segment in different cities in Colombia- Feasibility projects analysis
  • Credicorp Capital
    Senior Investment Analyst
    Credicorp Capital Mar 2015 - Apr 2017
    - Analysis and management of currency hedge of the mutual funds. - Management of equities, mutual funds, ETFs and alternative investments under advisory (5MM USD AUM´s 2016) - Asset Management Family Office International mandates, (9 MM USD AUM´s 2016) Experience in use of financial instruments such: ETF´s, Mutual funds, Bonds, TDs, options, futures, forwards, structured notes, warrants, and others- Knowledge in platforms such Pershing, Robeco, Allfunds, Correval Panamá… Show more - Analysis and management of currency hedge of the mutual funds. - Management of equities, mutual funds, ETFs and alternative investments under advisory (5MM USD AUM´s 2016) - Asset Management Family Office International mandates, (9 MM USD AUM´s 2016) Experience in use of financial instruments such: ETF´s, Mutual funds, Bonds, TDs, options, futures, forwards, structured notes, warrants, and others- Knowledge in platforms such Pershing, Robeco, Allfunds, Correval Panamá, Bloomberg, Morningstar- Asset allocation model in Excel (made it) - Supervision of Junior Analyst and Back Office staff of the mutual funds Show less
  • Credicorp Capital
    Junior Analyst
    Credicorp Capital Aug 2014 - Mar 2015
    Bogota
    Functions:- Operative process of currency hedging (12 portfolios)- Liquidity asset management- Compliance process- Knowledge in platforms such Pershing, Robeco, Allfunds, Correval Panamá- Cash Flows models
  • Correval
    Fund Analyst
    Correval Aug 2013 - Aug 2014
    Credicorp Capital Colombia S.A (Correval S.A) Job: Analyst Investment FundsField: Back OfficePeriod: August 2013- August 2014 Functions- Stabilization of the pension fund software system. Creation of manuals and instructions about operational processes of the fund - Valuation of instruments methodologies - Regulatory forms creation to fill out reports that need to be sent to Financial Regulator
  • Fiduciaria Popular S.A.
    Investment Internship
    Fiduciaria Popular S.A. Jan 2012 - Jul 2012
    Bogotá D.C., Colombia
    Functions:- Daily, weekly, monthly reports about portfolios performances (Fixed Income)- Liquidity management, of mutual funds and money markets.

Felipe Becerra Zapata, Cfa. Skills

Fiduciary Negotiation Team Leadership Financial Analysis Competitive Analysis Teamwork Bloomberg Mathematics Monte Carlo Simulation Microsoft Excel Microsoft Office International Trade It Management Formulation Empowerment Data Analysis Investments Trusts Trabajo En Equipo Liderazgo De Equipos Finanzas Corporativas Inversiones Finanzas Derivados

Felipe Becerra Zapata, Cfa. Education Details

Frequently Asked Questions about Felipe Becerra Zapata, Cfa.

What company does Felipe Becerra Zapata, Cfa. work for?

Felipe Becerra Zapata, Cfa. works for Cfa Society Colombia

What is Felipe Becerra Zapata, Cfa.'s role at the current company?

Felipe Becerra Zapata, Cfa.'s current role is Investment Director at Colliers International | President at CFA Society Colombia.

What schools did Felipe Becerra Zapata, Cfa. attend?

Felipe Becerra Zapata, Cfa. attended Universidad Sergio Arboleda.

What skills is Felipe Becerra Zapata, Cfa. known for?

Felipe Becerra Zapata, Cfa. has skills like Fiduciary, Negotiation, Team Leadership, Financial Analysis, Competitive Analysis, Teamwork, Bloomberg, Mathematics, Monte Carlo Simulation, Microsoft Excel, Microsoft Office, International Trade.

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