Lucas Lozano Email & Phone Number

San Antonio, Tx, Us

San Antonio, Texas, United States

San Antonio, Texas

- Provide trade support by constructing, sending trade blocks and trade controls- Review incoming dual contracts, gather all requirements to open new accounts- Work with Equity Trading team to construct model updates and transmitted updates to sponsors- Perform daily control functions to ensure account and model compliance- Help deliver settlement instructions between executing broker and sponsor- Handle account maintenance by process any updates, requests from client or transactions- Work with internal and external teams to meet operational objectives

San Antonio, Texas Area

San Antonio, Texas Area

I was part of the third and fourth group ever to manage the H-E-B School of Business Investment Fund. As fund managers, we are tasked with upholding the investment philosophy and to monitor all aspects of the investment process. We were responsible for asset allocation, quantitative analysis, monitor and reporting and the execution of trades. We became familiar and gained experience with the Bloomberg Terminal, Morningstar and NetAdvatange databases. We held a monthly presentation to the University's Financial Board of Directors providing updates and recommendations based on research. Our intent was to capitalize on undervalued securities and companies whose products or services hold the potential to generate strong earnings growth in the future. Our intent was to allocate funds into specific sectors regarding the U.S. position in the Business Cycle. Therefore, we analyzed financial and statistical data within in the S&P 900. We calculated and interpreted valuations analyses using valuation models such as a Discounted Cash Flow and Multiples model.

San Antonio, Texas Area

Participant in incubator to develop an event proposal for Bexar County and Freeman Coliseum Committee. Proposals were for events to be held at the Freeman Coliseum and the surrounding grounds. Presentations were done May 2018.Responsibilities included:-Event Planning & Marketing-Conduct an Industry/Competition Analysis-Attendance Forecasting-Develop budgets and forecast financial expenses and revenues