Francisco Lomba Galluzzo

Experience

• 

  Liberbank

  Jun 2014 - Dec 2014

  Commercial Area

  •Operating cash•Administrative tasks•Opening of customer accounts•Information about financial products

• 

  Renta 4

  Jun 2016 - Apr 2017

  Asesor de Inversiones (Trainee)

  • Training and monitoring of Financial Markets (Stock Exchanges, CFDs, Derivatives, Forex, Warrants, Funds, Pension Plans, ETFs, Fixed Income, and Deposits)• Advising and supporting clients of the entity• Suitability analysis (based on risk, investment time horizon, profitability, and investment type)• Administrative tasks

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  Analistas Financieros Internacionales

  Apr 2017 - Nov 2022

  • Selection of Mutual Funds and ETFs (qualitative and quantitative analysis)• Monitoring and investment recommendations for client portfolios (primarily institutional)• Participation in investment committees • Monitoring and investment recommendations for client portfolios (mainly institutional)• Qualitative and quantitative analysis of Mutual Funds and ETFs• Participation in investment committees

  • Analista de Inversiones (SGIIC)

    Jul 2019 - Nov 2022

  • Analista de Inversiones (EAF)

    Apr 2017 - Jul 2019
• 

  Afi Escuela de Finanzas

  Sept 2018 - now

  Professor

  • Professor in the Master of Banking and Finance program, teaching Portfolio Management and Fundamentals of Financial Economics.• Tutoring for EFA, CAF, and CIF Spanish Certification Courses.• Instructor for courses on analysis and selection of investment funds.• Instructor for courses on equity investment with a thematic focus.

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  Global X ETFs

  Oct 2022 - Feb 2024

  Product Specialist Associate

  • Communication of Global X’s value proposition, detailing the firm’s thematic ETFs, as well as other products and services to financial services professionals via conference calls, webinars, in-person meetings, presentations to large groups, and more.• Respond to specific client questions about ETF methodology, performance attribution, fundamentals, product comparisons, and macro and/or micro drivers.• Develop deep understanding of and ability to explain the ETF structure, mechanics, liquidity, and the broader competitive landscape.• Customize research and presentations for specific clients, including conducting product comparisons, expanding upon research analysts’ initial research or contextualizing it with the latest news and events, and updating charts and data points. Show less

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  A&G

  Sept 2024 - now

  Responsible Liquid Funds Distribution

  • Lead the distribution strategy for liquid funds, ensuring alignment with client needs and market trends to maximize growth opportunities.• Collaborate with cross-functional teams to enhance product offerings, optimize distribution channels, and drive business development initiatives.• Provide expert guidance and support to clients and internal teams, leveraging the knowledge of financial products and industry dynamics to deliver tailored solutions.