Jonathan Szwarc, Cfa Email & Phone Number

Greater New York City Area

Greater New York City Area

• Oversee LatAm corporate credit coverage of high yield, stressed and distress.• Supervise a team of analysts in NY and Sao Paulo.

Nueva York Y Alrededores, Estados Unidos

New York, Usa

Courses: Multi-Asset Portfolio Management, Fixed-Income Portfolio Management

New York, Usa

• Analysis of an Emerging and Frontier Markets Sovereign and Corporate bond portfolio of 10-20 securities, including distressed, high-yield and high-grade. Propose inclusion and exclusion of bonds for client portfolios, and follow-up on company news, including maintaining constant communication with the Investor Relations departments, senior management and attending various research events.• Bond valuation, financial forecasts, industry analysis. Covenant and capital structure analysis. Relative value analysis.• Develop models for fixed income analytics. Perform spread duration analysis. Break down the yield-to-maturity into UST, country CDS and spread over country CDS. Scenario analysis including spread, yield shifts, embedded options. Prepared and update an Emerging Market “vulnerability index” to compare and rank countries based on underlying fundamentals (current account, fiscal deficit, foreign ownership of local securities, size of banking, pension and insurance systems, indebtness, and FX reserves).• Perform multi-period performance attribution using Menchero's approach.• Evaluate and propose of new investments, such as REITs and private equity.• Analyze underlying ETF’s indexes. Rules of inclusion and rebalancing, country and sector exposure, expense ratio.

Buenos Aires, Argentina

• Participate in the process of selecting Emerging Market Corporate bonds.• Compared various investment vehicles in terms of their efficiency in achieving our allocation goal, including the understanding of Non-Resident Alien taxation policies.• Developed trading strategies to align clients’ allocation considering liquidity, trading size, volatility and trading costs.

Buenos Aires, Argentina

• Tracked key indicators within the financial and personnel departments and conducted forecast analysis, providing critical information for IBM’s annual budget within the Americas (US, Canada and LatAm).• Acted as an internal financial consultant, advising department Directors on ways to meet their pre-established quarterly budgets.• Attended yearly meetings in New York to close the books and prepare IBM’s annual report for shareholders.

Buenos Aires, Argentina

• Built a database focusing on sales, costs and expenses for different product lines, for use in preparation of a profitability analysis. Presented to the CFO.

Buenos Aires, Argentina

• Tutored high-school students in setting up a real company, which included: issuing shares, developing a business plan, engaging in production, keeping accounting records, and distributing dividends to shareholders.

M.A. In Mathematics Of Finance (Mafn)

Project:Long-Only Constrained Strategic Asset Allocation (using Black-Litterman method).

Exchange Program

Bachelor’S Degree In Economics