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Marcos L.

Marcos L.

Sales Assistant

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location of Marcos L.Luxembourg

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  • Timeline

  • About me

    Depositary Analyst at RBC, CFA Level III candidate

  • Education

    • CAIA Association

      2018 -
      CAIA Level I

    • CAIA Association

      2019 -
      CAIA Level II

    • Aalto University

      2014 -
      Bachelor’s Degree Finance

    • Universidad de Navarra

      2009 - 2015
      Bachelor’s Degree Economics Global Economics and Law Double Degree

    • Korea University

      -
      Bachelor's Degree Finance

      Second exchange semester.

    • Universidad Nacional de Educación a Distancia - U.N.E.D.

      2010 - 2015
      Bachelor's Degree Public Administration Political Sciences

  • Experience

    • NH Hoteles

      Jul 2012 - Sept 2012
      Sales Assistant

      In charge of account and client management (SAP- CRM) for all NH Hotels´ institutional and large private clients based in Mexico and Central America.

    • Clearstream

      Sept 2015 - Mar 2016
      Investment Funds Department Intern

      In charge of portfolio migrations for our clients as well as account opening and daily liaison with Transfer Agents and Registrars. Onboarding new clients.

    • State Street

      Mar 2016 - Nov 2017
      Depositary Oversight

      Fund Oversight & monitoring of both operational and legal aspects, in accordance with the applicable laws (UCITS, AIFMD…) and the fund´s rules. Daily engagement with clients and counterparties along the entire financial supply chain. Special focus on funds under newly implemented UCITS V regulation.

    • Brown Brothers Harriman

      Nov 2017 - Apr 2018
      Senior Depositary Bank Representative - PE/RE Funds

    • RBC

      Jul 2018 - Jan 2020
      Senior Depositary Analyst - UCITS & Non-UCITS

    • European Depositary Bank SA

      Jul 2021 - now
      Senior Depositary Analyst - Alternative Investments

  • Licenses & Certifications

    • Fundamentals of Real Estate

      House of Training
      Jun 2019

    • CFA Level Exam II Passed in June 2018, Candidate CFA Exam III for June 2020

      CFA Institute

    • Fundamentals of Private Equity

      House of Training
      Jul 2019

    • CAIA Charterholder

      CAIA Association
      Nov 2019