Felipe Becerra Zapata, Cfa. Email and Phone Number
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.
Cfa Society Colombia
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PresidentCfa Society Colombia May 2024 - PresentColombia -
Board MemberCfa Society Colombia Jun 2020 - PresentColombiaCFA 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. -
Investment DirectorColliers Jul 2023 - PresentBogotá, Capital District, Colombia -
Director Of Market Intelligence And InnovationColliers International Sep 2020 - Sep 2023Bogota,D.C., Capital District, Colombia -
Investment ConsultantColliers International Apr 2017 - Jul 2018Bogotá D.C., ColombiaFunctions:- 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 -
Senior Investment AnalystCredicorp 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 -
Junior AnalystCredicorp Capital Aug 2014 - Mar 2015BogotaFunctions:- Operative process of currency hedging (12 portfolios)- Liquidity asset management- Compliance process- Knowledge in platforms such Pershing, Robeco, Allfunds, Correval Panamá- Cash Flows models -
Fund AnalystCorreval Aug 2013 - Aug 2014Credicorp 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
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Investment InternshipFiduciaria Popular S.A. Jan 2012 - Jul 2012Bogotá D.C., ColombiaFunctions:- Daily, weekly, monthly reports about portfolios performances (Fixed Income)- Liquidity management, of mutual funds and money markets.
Felipe Becerra Zapata, Cfa. Skills
Felipe Becerra Zapata, Cfa. Education Details
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Finanzas
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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