Francisco Banda, CFA

Francisco banda, cfa

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location of Francisco Banda, CFAChile
Phone number of Francisco Banda, CFA+91 xxxx xxxxx
Followers of Francisco Banda, CFA1000 followers
  • Timeline

    Jan 2006 - Feb 2006

    Professional Internship

    Banco Santander Chile
    May 2008 - May 2010

    Senior Consultant - Financial Risk Management

    Ernst & Young
    May 2010 - now

    Vice President - Equity Analyst

    PineBridge Investments
    Provincia de Santiago, Chile
    Current Company
    May 2017 - now

    CFO

    TransHuara
  • About me

    CFO en Inversiones y Servicios TransHuara

  • Education

    • Universidad del desarrollo

      2003 - 2007
      Ingeniero comercial
  • Experience

    • Banco santander chile

      Jan 2006 - Feb 2006
      Professional internship
    • Ernst & young

      May 2008 - May 2010
      Senior consultant - financial risk management

      Financial risk consultant, promoted as a senior consultant after the first year, specialized in valuation at market value of derivatives, fixed income and equities, embedded derivatives identifying and hedge accounting advisories under both IFRS and USGAAP. Among the main achievements they are the active participation in hedge strategies advisories for mining and financial companies, both Chile and offshore, being the responsible of the projects. The main activities were:- Validation and independent valuation of derivatives mark to market, fixed income instruments, structured notes among others.- Reviewing of valuation methodologies for derivatives, fixed income instruments, structured notes among others.- Reviewing of the correct designation of derivatives as a hedge accounting under IFRS and USGAAP.- Market risk and hedge strategies advisories. Show less

    • Pinebridge investments

      May 2010 - now

      Buy-side equity analyst responsible for stock recommendations for Latin American portfolios, covering the Metals & Mining, Pulp & Paper and Agricultural sectors.Main activities involved:- Prepared investment recommendations based on financial modeling,discounted cash flows, dividend discounting, and multiples analysis.- Conducted on-site due diligence, meetings with top management, andcompiled market data for ongoing monitoring and decision-making.- Produced sector presentations for the investment team and for the company more broadly, resulting in alpha generation across regional and global funds.- Participation in marketing activities including meetings and calls with clients,and preparing monthly and quarterly reports. Show less Latin America equity trader, responsible for the entire trading activity in the region. Main assignments are:- Execute trades for different securities, i.e., stocks, equity swaps, FX and futures for Latin American, and global portfolios, when necessary.- Negotiated commissions with brokers, ensuring cost reduction for the firm.- Generated portfolio analytics for weekly and monthly investment meetings.- Developed trading ideas based on information coming from the market,flows, technical analysis, fundamental analysis and market tendencies.- Active participation in weekly meetings to generate trading ideas andportfolio construction. Show less

      • Vice President - Equity Analyst

        Jan 2015 - now
      • LATAM Equity Trader

        May 2010 - Mar 2015
    • Transhuara

      May 2017 - now
      Cfo
  • Licenses & Certifications

    • Cfa charterholder

      Cfa institute, va, usa