Alejandro Cifuentes, CFA

Experience

• 

  Scotiabank

  Aug 2011 - Dec 2011

  Corporate Credit Analyst Intern

  • Prepared and analyzed credit presentations for Panamanian corporations • Supported top management with balance sheet and risk analysis for national and international corporation such as Procter & Gamble• Presented annualized financial reports of companies such as La Prensa to the Credit Risk division• Learned the processes of lines of credit and corporate lending

• 

  Spirit Airlines

  Jul 2015 - Jul 2017

  Senior Financial Analyst

  - Airport services group Senior Financial Analyst- Prepare and deliver weekly forecast to senior mangement- Prepare monthly closing reports and reconciliations for the Airport Services Unit- Work with operational units to explain variances against forecasts- Prepare and present the yearly budget for the Airport Services division- Financial analysis of contracts for outsourced services in stations- Creation of forecasting models for accurate budget proposals- Improved Spirit Airlines ground handling forecasting with the implementation of regression analysis- Negotiated and coordinated the implementation of the new bag delivery service for Spirit Airlines- Perform the staff planning for ground handling operations for the Fort Lauderdale Airport- Ad Hoc project presentation to senior management for various initiatives such as performance metrics of service providers. Show less

• 

  Athena Capital, Inc.

  Aug 2017 - Jun 2018

  - Developed an investor questionnaire in order to properly gauge investment preferences and risk profiles based on CFA guidelines - Deliver equity valuation reports with investment recommendations to portfolio managers- Investment idea generation and strategies for portfolio managers-Perform macroeconomic analysis for top-bottom decision making

  • Junior Portfolio Manager

    Apr 2018 - Jun 2018

  • Associate

    Aug 2017 - Apr 2018
• 

  Athena Partners Group

  Jul 2018 - May 2019

  Investment Manager

  - Created all investment mandates to manage client accounts with strategic and tactical allocation models- Support the portfolio manager for our in-house fund with security analysis and idea generation- Write monthly reports to send out to investment partners and clients with an overview of current and expected market conditions

• 

  MMG Bank

  Jun 2019 - now

  Key Achievements:Grew Assets Under Management: Grew AUM from $220 million to $600 million.Talent Development: Built and mentored a high-performing team of analysts, specialists, and associates.Innovative Strategy Expansion: Introduced and successfully implemented new investment strategies.Consistent Performance: Delivered positive risk-adjusted returns in both bull and bear markets, enhancing client satisfaction and trust.Responsibilities:Leadership: Direct and oversee the Asset Management and Investment Advisory teams.Strategic Growth: Drive asset growth through strategic planning and client engagement.Team Development: Mentor and develop new talent, ensuring continuous improvement and industry expertise.Strategy Implementation: Develop and implement innovative investment strategies to meet client needs.Performance Management: Ensure superior investment performance through rigorous analysis and strategic decision-making. Show less

  • Director Asset Management

    Sept 2022 - now

  • Portfolio Manager

    Jun 2019 - Oct 2022