Juan Antonio García Heras, CFA

Juan antonio garcía heras, cfa

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location of Juan Antonio García Heras, CFALuxembourg, Luxembourg, Luxembourg
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  • Timeline

  • About me

    Transactions Officer at European Investment Fund (EIF)

  • Education

    • Cfa institute

      2020 -
      Cfa charterholder
    • Efpa, european financial planning association

      2016 -
      Efa, european financial advisor 15069

      http://www.efpa.es/busca-tu-asesor-financiero-certificado

    • Ieb

      2018 - 2018
      M&a and private equity

      Mergers & Acquisitions (M&A)Corporate financePrivate EquityModelling

    • Ieb

      2018 - 2019
      Master in portfolio management investments and securities

      Sponsored by BBVA AM

    • Ecole supérieure de commerce de rennes

      2013 - 2014
      Degree in economics economics international exchange student
    • Universidad pontificia comillas

      2017 - 2018
      Master's degree in business consulting

      Sponsored by Management Solutions

    • Universidad de almería

      2011 - 2015
      Degree in economics economics

      Thesis with honors "Principles of Value Investing"

    • The london school of economics and political science (lse)

      2018 - 2018
      International financial markets programme
  • Experience

    • Cajamar

      Apr 2014 - Mar 2015
      Personal banking assistant internship
    • Ebury

      Oct 2015 - Oct 2016
      Fx dealing support

      Trade Execution: - Front-Middle Office: Proxy between Clients-Ebury and Dealing desk- Treasury/Operations- Monitoring flow through counterparties.- Making sure flow is spread through counterparties as per agreements and Daily line utilization.Analysis- Focal point on Bloomberg providing forecasts, rates, FWD points etc. (Sales and Dealing).- Market update to dealing desk using Bloomberg and other resources. - Providing long-term Macro analysis on currencies and other markets where useful.Swap Portfolio management- Taking request from clients for swaps and Drawdowns- Trading with different liquidity providers Barx (Barclays), Société Générale, Msb Bank, etc. Show less

    • Management solutions

      Mar 2017 - Oct 2020

      Consultant in the Financial and Commodities Risk Consulting (FCRC) division:RDA- Risk data aggregation and Risk appetite control of the whole entity (Madrid, Spain) New ad-hoc management system solution for credit holidays and ICO guarantees (Remote)Credit portfolio acquisition due diligence - buy side (Madrid, Spain - Oslo, Norway)CIB Credit Risk portfolio modelling: Project Finance, Corporates, and Banks (Madrid, Spain)Strategy and Governance PMO (Madrid, Spain)Definition and support in the development of IT long-term Strategy (Lisbon, Portugal)IFRS-9 Provisions calculation (Madrid, Spain) Show less

      • Senior Consultant Financial Services

        Mar 2017 - Oct 2020
      • Junior consultant Financial Services

        Mar 2017 - Feb 2018
    • Bbva asset management

      Feb 2018 - Jan 2019
      Graduate discretionary portfolio management

      Discretionaty portfolio management and multistrategy portfolio constructionAsset Allocation and Fund SelectionControl, rebalancing and compliance oversightAum €9000M

    • Ieb

      Dec 2018 - Nov 2019
      Co-founder & president ieb investment club

      The IEB Investment Club is the premier student finance organization at IEB.The club is runned by their members and our structure promotes talent above any other incentive. There are 3 main core functions:One focus is financial education, which includes weekly meetings that summarize market events and discuss a wide range of topics from derivatives to the evolution of industry.The second focus is investing; the club manages the funds invested by their founders that is put to work using long term in-depth fundamental analysis. The club may be best known, however, by their iniciatives and efforts to promote the share of ideas, investment thesis and valuation insight to all those intellectualy curious members. Show less

    • Bestathletes

      Mar 2019 - Jan 2020
      Co-founder

      The Airbnb of training Best Athletes aims to offer dedicated personal training experience to the general public at reduced prices thanks to their technology and scale. High intensity training in small groups. Global loading sessions that will increase your metabolism and your effort capacity. It will be the most intense moment of the week. Burning calories will be guaranteed

    • European investment fund (eif)

      Oct 2020 - now
      Structured finance analyst

      Our central mission is to support Europe's small and medium-sized businesses (SMEs) by helping them to access finance. To this end, we aim at satisfying existing and future market needs by designing innovative financial products addressed to our partners (banks, guarantee, leasing and microfinance institutions, private equity and venture capital funds, among others), acting as our financial intermediaries. By offering an Integrated Risk Finance Product Range of SME finance to our intermediaries, we complement the products offered by the European Investment Bank (EIB) with which we form the EIB Group. Show less

  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute
      Sept 2020
    • European financial advisor efa

      Efpa spain
      Jun 2016
    • Cfa institute charterholder

      Cfa institute
      Aug 2024
      View certificate certificate