Ramani Daniel Lizarazo Moros

Experience

• 

  Bancolombia

  Nov 2008 - Jun 2010

  Senior Interest Rate Trader

  • Participated in the primary dealer program for Colombian government debt created by the ministry of finance.• Mentored junior traders in fixed income strategies, helping them develop expertise in market dynamics, security selection, and risk management techniques.• Managed risk effectively by monitoring portfolio exposure levels.

• 

  Acciones y Valores S.A.

  Jul 2010 - Aug 2013

  Interest Rate and FX Associate

  •Refined trading strategies by leveraging market trend analysis, bond spread evaluations, FX correlations, and advanced technical analysis tools to drive business growth and enhance client value.•Contributed to strategic reviews by participating in post-trade analysis, identifying opportunities for improving investment strategies and enhancing overall business performance.

• 

  Fiduprevisora S.A.

  Dec 2013 - Nov 2014

  Wealth Portfolio Counsellor

  •Advised portfolio managers by developing and implementing tailored investment strategies for wealth and endowment portfolios, enhancing client satisfaction and contributing to business growth.•Streamlined order management for local and international securities, showcasing exceptional organizational and time management skills that improved client service and operational efficiency.

• 

  Porvenir Pensiones y Cesantías

  Dec 2014 - Jun 2024

  Portfolio Manager – Proprietary Account

  •Oversaw a diverse portfolio, driving business growth by ensuring investments were strategically aligned with company objectives.•Boosted portfolio performance by developing investment strategies leading to enhanced client satisfaction and financial results.•Delivered strategic insights and updates on market developments, portfolio changes, and annual performance to senior executives, facilitating informed decision-making and supporting overall business strategy.

• 

  Morgan Stanley

  Nov 2024 - now

  Wealth Management