Guillermo Briones Escolar CEFA, CESGA

Guillermo briones escolar cefa, cesga

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location of Guillermo Briones Escolar CEFA, CESGAMadrid, Community of Madrid, Spain
Phone number of Guillermo Briones Escolar CEFA, CESGA+91 xxxx xxxxx
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  • Timeline

    Jun 2006 - Sept 2006

    Cashier - Scholarship

    Caixa Galicia
    Apr 2007 - Aug 2007

    Office Worker

    Bankinter
    Aug 2007 - Dec 2017

    Equity Portfolio Manager

    Aviva
    Madrid y alrededores, España
    Jan 2018 - Feb 2020

    Equity Portfolio Manager

    santalucia seguros
    Current Company
    Jan 2022 - now

    Associate Professor

    University of Valladolid
  • About me

    Equity Portfolio Manager ESG - Associate Professor

  • Education

    • Effas - the european federation of financial analysts societies

      2023 - 2023
      Certified environmental, social and governance analyst - cesga sustainable finance
    • Adeit fundación universidad-empresa de la universitat de valència

      2006 - 2007
      Postgrado en bolsa y mercados financieros españoles economics

      Activities and Societies: Capital Markets, Stock Exchange, Analyst.

    • Ies historiador chavás

      1996 - 2000
      Bachillerato - cou letras mixtas
    • C.p. montgó

      1988 - 1996
      Graduado escolar egb
    • Afi escuela de finanzas

      -
      Megatrends finances
    • Escuela fef

      2009 - 2010
      Effas certified european financial analyst, cefa finances chartered

      Activities and Societies: Analyst, Economics, Financial, Fixed Incomes, Equity, Derivatives, Portfolio Management, EFFAS Re Certificate in compliance with MiFID

    • Instituto bme (bolsas y mercados españoles) - grupo bme

      2020 - 2020
      Experto en divisas x rolling fx
    • University of gdansk

      2005 - 2006
      Bachelor's degree in economics development economics and international development

      Erasmus Exchange

    • University of valencia

      2000 - 2005
      Bachelor's degree in economics economics
  • Experience

    • Caixa galicia

      Jun 2006 - Sept 2006
      Cashier - scholarship

      Cash register.Payroll.Commercialization of retail financial products.Tax payment.Update of direct debits.Support to the Office Auditor in the study of loans and mortgages.

    • Bankinter

      Apr 2007 - Aug 2007
      Office worker

      Financial risk of large enterprise and foreign markets. Financial administration of big companies and foreign markets. Document management of Import and Export of large companies.

    • Aviva

      Aug 2007 - Dec 2017

      Working with the Trading Desk staff (Front Office) to provide oversight and operational support for all capital markets’ instruments (Equity, Fixed Income, Derivatives, Corporate Events) and activities carried out by the Group. Support the Trading Desk team in its daily activities and takes care of the first-line operational processing of transactions.Reconcile and validate trade capture and daily trading activity in timely. Perform regular reconciliations between cash and security legs of transactions. Assist in booking new trades from term sheets obtained from Front Office and banking counterparts. Review and validate both physical asset and derivative trade confirmations provided by banks. Coordinate with Front Office and Accounting Functions and liaise with banking counterparts to resolve any post trade or settlement issues. Review and confirm all Trading Desk operating & brokerage fees on a monthly basis. Assist in resolving trade discrepancies caused from trade failures, breaks. Financial Reporting. Member of Asset Allocation Committee. Show less Working with the Trading Desk staff (Front Office) to provide oversight and operational support for all capital markets’ instruments (Equity, Fixed Income, Derivatives, Corporate Events) and activities carried out by the Group. Support the Trading Desk team in its daily activities and takes care of the first-line operational processing of transactions.Reconcile and validate trade capture and daily trading activity in timely. Perform regular reconciliations between cash and security legs of transactions. Assist in booking new trades from term sheets obtained from Front Office and banking counterparts. Review and validate both physical asset and derivative trade confirmations provided by banks. Coordinate with Front Office and Accounting Functions and liaise with banking counterparts to resolve any post trade or settlement issues. Review and confirm all Trading Desk operating & brokerage fees on a monthly basis. Assist in resolving trade discrepancies caused from trade failures, breaks. Financial Reporting. Member of Asset Allocation Committee. Show less

      • Equity Portfolio Manager

        Oct 2014 - Dec 2017
      • Head of Middle Office en Aviva Gestión SGIIC

        Dec 2008 - Oct 2014
      • Head of Middle Office - Gestión Tesorería

        Aug 2007 - Dec 2008
    • Santalucia seguros

      Jan 2018 - Feb 2020
      Equity portfolio manager

      After the change of control in the companies Aviva Vida y Pensiones, Unicorp Vida, Caja España Vida and Aviva Servicios Compartidos, we began a new phase integrated into the Santalucía Group.Management of equity investment portfolios analyzing and looking for long-term ideas in companies with strong financial structures that drive businesses with added value and with real convictions in environmental, social and good governance matters.

    • University of valladolid

      Jan 2022 - now
      Associate professor

      Economic Analysis DepartmentApplied Economics Department

  • Licenses & Certifications

    • Entorno colaborativo

      Jan 2013
      View certificate certificate
    • Certified environmental, social and governance analyst cesga

      Effas - the european federation of financial analysts societies
      Mar 2023
    • Excel para analistas financieros y finanzas corporativas

      Linkedin
      Sept 2019
      View certificate certificate
    • Certified european financial analyst cefa®

      Effas - the european federation of financial analysts societies
      Jun 2010