Felipe Torres Email & Phone Number

Miami, Florida, United States

Miami, Florida, United States

Miami, Florida

Miami/Fort Lauderdale Area

Colombia

• Member of the strategy team in charge of overseeing clients’ portfolios, with total AUMs of over $6 Billion COP
• Development of investment strategies to manage the assets of the clients of the firm, looking to increase the expected returns of their portfolios according to each individual’s risk profile
• Consistently assess the composition and performance of the clients’ portfolios, rebalancing the assets and investments in order to improve the asset allocation according to the prevailing market conditions
• Creation of presentations, reports and market documents to be distributed among the clients of the firm, containing relevant market information as well as recommended investment strategies
• Regularly attend meetings with relationship managers and clients or prospects, of the Private Banking segment

Colombia

• Investment analyst in the Multifamily Office of Hencorp, firm located in Miami, with total AUM of over $3 Billion USD
• Constant review of the portfolio investments, asset allocation according to the market outlook, expected returns of the funds invested in, and liquidity needs of each client
• Research and review of mutual funds, examining each funds strategy, their risk adjusted returns as well as the manager’s expertise and track record, among others, in order to reallocate investments to new funds with.
• Due diligence of the mutual funds invested in via meetings or calls in order to track their performance, understand changes in the strategy of the fund or with the portfolio managers, and anticipate changes in the.
• Constant monitoring of the results of clients’ investments in Private Equity funds, as well as researching and reviewing new opportunities
• Preparation of tailored made reports for clients with consolidated positions and performance of all their accounts in different banks or financial institutions

Bogota, Colombia

• Associate in the management program, leading temporary assignments on different areas of the bank to gain an overall insight of the business
• First assignment in RCB (Regional Consumer Bank), the consumer side of Citi, leading and developing a project for the creation of a new channel for the issuance and distribution of Credit Cards. The project will lead.
• Second assignment in CTS (Citi Transaction Services), leading, developing and implementing an innovative channel finance solution for Colombian companies with local or cross border accounts receivable. The project will.
• Third assignment in CIB (Corporate and Investment Banking), supporting the acquisition of syndicate loan, bridge loan, bond placement, liability management and M&A deals in the oil & gas, utilities, retail and.
• Fourth assignment in the Institutional Equity Sales and Trading desk (Citivalores), increasing its portfolio through the development and implementation of Securities Lending and Equity Futures products, which are.

New York City

• Developed a financial model for the structuring of a power investment fund requested by an American utilities company
• Elaborated a comparables analysis for a preliminary valuation of a European utilities company stake in a renewable energy project
• Arranged the pitch for the acquisition of an energy transmission construction firm by a European electricity company
• Prepared discussion materials for the Managing Directors of the firm regarding deal opportunities in the renewable energy, utilities, heavy construction, and poultry industries
• Participated in video conference calls with international clients aimed at seeking market depth for ongoing deals structured in the M&A group

Bogota, Colombia

• Traded local securities for high net worth individuals and institutional clients, focusing on local equities, securities, and FX transactions, through the Colombian Exchange (BVC)
• Provided cash management, trading and tax optimization solutions to institutional clients
• Managed clients’ investment portfolios and advised them on investment opportunities and alternatives to enhance its return
• Advised clients with international perspectives on investment opportunities in Brazil, Mexico, United States and Europe
• Consulted clients regularly to provide them an up to date valuation of the investment portfolio, explain local and international market conditions, and advise them on entrance and exit strategies for various market.
• Developed trading strategies and predicted market trends by using both technical and fundamental analyses

Washington D.C. Metro Area

• Tracked the performance of several mutual funds and analyzed IPO’s prospectus, identifying new opportunities to improve the clients’ portfolios performance
• Assisted the sales team with proactive material in order to retain existing relationships and develop new ones

Mba, Corporate Finance, Financial Instruments And Markets, Entrepreneurship

Activities and Societies: Latin American Business Association, Graduate Finance Association, Sales & Trading ClubMBA Student with.

Bs, Finance And Foreign Affairs

International Business And Trade