Bruno Rodriguez, CFA, CAIA

Experience

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  Banco de Crédito BCP

  Aug 2019 - Jan 2021

  Built strong relationships with high-value clients generating $10M+ in revenue, adeptly dissecting complex credit requests while honing my analytical and client-centric approach. Combined macro analysis with financial modeling to assess creditworthiness for companies with up to $25M in revenue, strategically setting credit lines while aligning risk with client needs. • Notable: Ranked second in an intensive Financial Analysis development program, mastering comprehensive financial statement analysis, cash flow projection, and hedging instrument utilization. Leveraged analytical skills in reviewing client documentation and proactive outreach to contribute to client engagement and portfolio success.

  • Wholesale Banking Analyst

    Aug 2020 - Jan 2021

  • Credit Risk Junior Analyst

    Feb 2020 - Jul 2020

  • Wholesale Banking Trainee

    Aug 2019 - Jan 2020
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  Banco Central de Reserva del Perú - BCRP

  Jan 2021 - Mar 2021

  Finance Intern, XIV Summer Program in Advanced Finance

  Selected among 500+ national applicants, I honed my investment expertise during this rigorous 3-month program by delving into portfolio management, fixed-income strategies, monetary policy, and financial regulations.• Notable: Leveraged teamwork and strategic analysis to win 1st place in the prestigious Central Bank trading competition, applying equities, fixed income, and alternative investment strategies.

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  Falabella

  Jun 2021 - Aug 2023

  Corporate Financial Analyst

  Leveraging comprehensive financial analysis and market insights, I advised senior executives on critical business issues, propelling strategic decisions that enhanced corporate profitability. My expertise in managing financial instruments and budgets, including a $20 million currency derivative portfolio and a $3.57 billion retail segment budget, honed my ability to read the market and optimize the overall performance of the corporation.• Notable: Part of the team responsible for orchestrating the international bond issue of Falabella S.A. (Chile), raising up to US $650M to support the company's expansion plan and diversify financing sources. Show less

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  Fidelity Investments

  Dec 2024 - now

  Financial Analyst