
Timeline
About me
Equity Portfolio Manager ESG - Associate Professor
Education

Effas - the european federation of financial analysts societies
2023 - 2023Certified environmental, social and governance analyst - cesga sustainable finance
Adeit fundación universidad-empresa de la universitat de valència
2006 - 2007Postgrado en bolsa y mercados financieros españoles economicsActivities and Societies: Capital Markets, Stock Exchange, Analyst.

Ies historiador chavás
1996 - 2000Bachillerato - cou letras mixtas
C.p. montgó
1988 - 1996Graduado escolar egb
Afi escuela de finanzas
-Megatrends finances
Escuela fef
2009 - 2010Effas certified european financial analyst, cefa finances charteredActivities and Societies: Analyst, Economics, Financial, Fixed Incomes, Equity, Derivatives, Portfolio Management, EFFAS Re Certificate in compliance with MiFID
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Instituto bme (bolsas y mercados españoles) - grupo bme
2020 - 2020Experto en divisas x rolling fx
University of gdansk
2005 - 2006Bachelor's degree in economics development economics and international developmentErasmus Exchange

University of valencia
2000 - 2005Bachelor's degree in economics economics
Experience

Caixa galicia
Jun 2006 - Sept 2006Cashier - scholarshipCash 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 2007Office workerFinancial 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 2017Working 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 2017Head of Middle Office en Aviva Gestión SGIIC
Dec 2008 - Oct 2014Head of Middle Office - Gestión Tesorería
Aug 2007 - Dec 2008

Santalucia seguros
Jan 2018 - Feb 2020Equity portfolio managerAfter 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 - nowAssociate professorEconomic Analysis DepartmentApplied Economics Department
Licenses & Certifications
- View certificate

Entorno colaborativo
Jan 2013 
Certified environmental, social and governance analyst cesga
Effas - the european federation of financial analysts societiesMar 2023- View certificate

Excel para analistas financieros y finanzas corporativas
LinkedinSept 2019 
Certified european financial analyst cefa®
Effas - the european federation of financial analysts societiesJun 2010
Languages
- poPolaco
- caCatalán
- esEspañol
- enEnglish
- frFrancés
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