Ignacio Barragan Email & Phone Number

Ginebra, Suiza

Ginebra, Suiza

Senior Investment Advisor Latam

Ginebra, Suiza

• Advisory Accounts Portfolio Management• Performance, Risk and Statistical analysis of tailored portfolios and model portfolios• Relationship managers direct support• Client reporting supervisory• Dealing with trading systems in different markets• Direct investment strategy management and decision-making• Analysis of client needs and investment opportunities• Account review on a regular basis to ensure compliance with internal and external policies.• Monitoring and assessing economic trends

Ginebra Y Alrededores, Suiza

• Trading on the stock and bond markets• Executions and monitoring transactions on the stock and bond markets• Investment advices to relationship managers• Advisory service based on specific clients’ needs• Creation of ideas and investment opportunities in the financial markets• Participation in monthly Investment committees• Follow up of European, North American and Latin American equities and fixed income.

Ginebra Y Alrededores, Suiza

• Back office and front office coordination.• Investment proposal design according to client’s profile. • Investment portfolios review.• Advise/inform front office about market trends, investment opportunities, and new products.• Create reports to clients.• Projects Development with Miami’s office and Customer Support Department in Geneva.• Excel and Bloomberg IT tools development in order to facilitate trader’s work.• Other functions: investment funds and companies analysis, commissions monitoring, structured products monitoring, and front office support.• Working directly with the department’s head, fixed income and equity traders.• Bloomberg and Excel use daily.

• SICAV management support.• Portfolio analysis, updating, and reporting.• Equity and fixed income product analysis.• Investment proposal design.• Create and submit reports to clients.• Excel and Bloomberg IT tools development.• Economic information platform use: Bloomberg, Reuters.

Alcobendas Y Alrededores, España

• Budget preparation.• Customer portfolio management and monitoring.• New customers uptake.• Aerospace fairs assistance.• Flights demonstration.• Relationships with media.

Aerospace Engineer Degree. Specializing: Aerospace Equipment And Materials, Engineering

Mba, Master In Business Administration

Market Research Degree., Applied Economics

Executive Master In Project Management, Project Management

Business Entrepreneur’S Course

Certified Wealth Management Advisor