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Roberto Gonzalez

Roberto Gonzalez

Analyst Trainee (New York)

Followers of Roberto Gonzalez421 followers
location of Roberto GonzalezMonterrey, Nuevo León, Mexico

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  • Timeline

  • About me

    Energetic investment professional with passion for finance and consulting

  • Education

    • Homologated Spanish Official University Diploma

      2005 - 2010
      Major in Business (Spain) Officially homologated University Degree

      Homologated University Degree for the Spanish Business Major

    • EGADE Business School del Tecnológico de Monterrey

      -
      Master in Prospective and Strategic Studies Business Administration and Management, General

    • Aston University

      2008 - 2009
      Business/Managerial Economics

      Activities and Societies: -Courses attended included: Econometrics, Finance, Business Decision Analysis, International Finance, International Business Environment, Organizational Behavior

    • Instituto Tecnológico y de Estudios Superiores de Monterrey

      2005 - 2010
      Bachelor of Business Administration (BBA) Banking, Corporate, Finance, International Finance, Investment Banking

      Activities and Societies: - Obtained the Certificate of Working Professional Experience (ITESM) at NYC. - Member of the ALPHA Academic Programme (Outstanding alumni excellence academic program ALPHA – Advanced Learning Programme for High Achievement). - Member of the student committee of the Financial Management major. - During entire academic period participated in several sports teams (football, swimming) as well as weightlifting, martial arts and tennis. - Enjoy reading Latin-american novels, violin. - Courses attended included Finance, Investment Analysis, Econometrics, StatisticsAdvanced Statistics, Macro and Microeconomics, Derivatives, Debt, Local Equity, Financial Engineering, Project Implementation and Valuation, International Business, Fiscal Strategies, Accounting, Advanced Accounting, English, French, and Italian.- Awarded Excellence Academic Honors - Equivalent grade (1st) First. - Awarded Total Academic Excellence Scholarship for entire academic period.- International… Show more - Courses attended included Finance, Investment Analysis, Econometrics, StatisticsAdvanced Statistics, Macro and Microeconomics, Derivatives, Debt, Local Equity, Financial Engineering, Project Implementation and Valuation, International Business, Fiscal Strategies, Accounting, Advanced Accounting, English, French, and Italian.- Awarded Excellence Academic Honors - Equivalent grade (1st) First. - Awarded Total Academic Excellence Scholarship for entire academic period.- International one year exchange program at Aston University, Birmingham UK. Show less

  • Experience

    • Lloyds Banking Group

      Jan 2010 - Nov 2010
      Analyst Trainee (New York)

      -Portfolio analysis and asset allocation for private banking clients.-Fundamental analysis for the LATAM Private Banking.-Creation of various investmend ideas related to derivatives (structured notes).-Equity advisory, fundamentally and technically.-Fixed income advisory, corporate debt.-Creation of a LATAM economic report for daily use of the investment banking team.-Follow up of Corporate Actions.-Optimal asset allocation for client's portfolios.

    • Caterpillar Inc.

      Jan 2011 - Apr 2011
      Financial Analyst

      -Economic analysis of the different Caterpillar offices in Mexico-Follow up of the inquiries with USA Cat. offices.-Follow up and analysis of the accounts with providers.

    • Banamex - Citi

      Aug 2011 - Oct 2014
      Investment and Strategy Specialist

      -Led investment projects that increased 60% business’s revenue.-Responsible for investment's strategy of northern Mexico's private banking. -Portfolio valuation, stock valuation, economic analysis, -Fundamental & technical analysis of clients’ investment portfolios (portfolio management/construction, investment analysis, account management).-Responsible for several projects regarding analysis' automation, and regulation requirements.

    • BBVA Bancomer

      Oct 2014 - Jan 2015
      Associate Corporate/Government & Investment Banking

      -Responsible for increasing hedging strategies in 25%, and margins in 10%.-In charge of creation, implementation and tailoring of hedging solutions (interest rates and FX) for AAA corporates from all northern Mexico.-Data analysis and financial modeling of clients' economic information.

    • BBVA Bancomer

      Apr 2015 - Jul 2016
      Sr. Associate Structured Products Banca Privada/UHN - Patrimonial

      Creation & development of structured products for the private, ultra high banking at BBVA BancomerAnalysis of structured notes/ warrants for the promotion within the private banking areas.Commercial strategies for the promotion and selloff of the structures.Markets and structured products advisory of the sales force.Promotion and analysis of trading programs - technical analysis (capital markets) within the bankers.

    • Scotiabank

      Jul 2016 - Jan 2018

      • Investment Advisor

        Jul 2016 - Jan 2018

      • Private banking

        Jul 2016 - Jan 2018

    • Banregio

      Mar 2018 - May 2022

      • Manager Derivatives & Financial Markets

        Mar 2018 - May 2022

      • Senior Derivatives & Financial Markets

        Mar 2018 - May 2022

    • MSCI Inc.

      May 2022 - now

      • Senior Associate Portfolio & Risk Analytics

        May 2022 - now

      • Senior Associate | PA Analytics & Portfolio Risk

        May 2022 - Jul 2022

  • Licenses & Certifications

    • AMIB Figura 3 - Asesor en Estrategias de Inversion

      Asociación Mexicana de Intermediarios Bursátiles AMIB

  • Honors & Awards

    • Awarded to Roberto Gonzalez
      Beca Excelencia Académica ITESM Campus Monterrey 2005 Beca Excelencia Académica del 100% otorgada por alto desempeño académico.

  • Volunteer Experience

    • Online MS Office Teacher

      Issued by Tecnológico de Monterrey on Jan 2008
      Tecnológico de MonterreyAssociated with Roberto Gonzalez