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Katherine Marquez Galindo, CFA

Katherine marquez galindo, cfa

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location of Katherine Marquez Galindo, CFAMünchen, Bayern, Deutschland
Phone number of Katherine Marquez Galindo, CFA+91 xxxx xxxxx
Followers of Katherine Marquez Galindo, CFA568 followers

  • Timeline

    Jan 2015 - Aug 2015

    Intern in Investment Team

    Spectrum Investment Advisors, Inc.
    Feb 2015 - Jan 2016

    Global Equities and Fixed Income Analyst – Student-Managed Endowment Account

    Taylor University
    Jun 2016 - Jul 2020

    Investment Analyst

    Spectrum Investment Advisors, Inc.
    Jan 2022 - Jun 2022

    Private Equity - Global Markets (focus on Latam)

    DEG
    Current Company
    Feb 2023 - now

    Investment Manager - TAA Fixed Income

    Munich Re

  • About me

    Investment Manager TAA Fixed Income | Munich Re | CFA Charterholder | M.Sc Macroeconomics & Finance

  • Education

    • Goethe university

      -
      Master of science in money and finance

      Master thesis: Greater Financial Engagement and its Impact on Growth: The Case of Fintech in Latin America. Grade 1.0 (German scale)

    • Universidad del rosario

      -
      Finance and international trade

    • Taylor university

      -
      Bachelor of science finance 3.93/4.00 - summa cum laude (top 5% of class)

      Activities and Societies: Student-Managed Investment Club, Enactus Club, Latino Student Union (Treasurer), Taylor University's Women’s Tennis Team (Co-Capitan)

    • The university of sheffield

      -
      Study abroad

  • Experience

    • Spectrum investment advisors, inc.

      Jan 2015 - Aug 2015
      Intern in investment team

      • Developed portfolio performance evaluation process and reports to analize portfolios risk / return drivers• Increased team’s productivity by 5-10 hours per week by automating routine tasks with Excel• Gained knowledge and understanding of asset management and corporate retirement plans

    • Taylor university

      Feb 2015 - Jan 2016
      Global equities and fixed income analyst – student-managed endowment account

      • Analyzed corporate operations, financial statements, and risk-reward profile of investments• Recommended investments for inclusion in $2.3 million student-managed endowment fund• Competed in the National Quinnipiac Global Asset Management Education Forum and was selected as one of 7 students to visit the New York Stock Exchange

    • Spectrum investment advisors, inc.

      Jun 2016 - Jul 2020
      Investment analyst

      • Improved investment management process by developing strategic market cap and tactical fixed income allocations for discretionary portfolios• Built tools to construct, optimize and analyze multi-manager asset allocation model portfolios• Researched, analyzed and recommended equity and fixed income mutual funds and ETFs for inclusion in corporate model portfolios• Evaluated manager and portfolio performance, created regular portfolio analysis reports for CIO and presented insights to Investment Committee Weniger anzeigen

    • Deg

      Jan 2022 - Jun 2022
      Private equity - global markets (focus on latam)

      • Analyzed quantitatively and qualitatively Latinamerican technology Private Equity funds • Supported Due Diligence process of PE funds (strategy and performance analysis, ESG practices, impact and development effects)• Analyzed macro trends in Latin American markets (focus on PE & VC and Digitalization/Blockchain trends)DEG provides financing, advice and support to private sector enterprises operating in developing and emerging-market countries.

    • Munich re

      Feb 2023 - now

      • Investment Manager - TAA Fixed Income

        Jan 2024 - now

      • Financial Analyst Investment Monitoring

        Feb 2023 - Jan 2024

  • Licenses & Certifications

    • Data science with r

      Techacademy e.v.
      Apr 2021

    • Bloomberg market concepts

      Bloomberg lp
      Apr 2021

    • Chartered financial analyst (cfa)

      Cfa institute
      Jan 2024

  • Honors & Awards

    • Awarded to Katherine Marquez Galindo, CFA
      Deutschlandstipendium (Scholarship) Goethe Universität Frankfurt Okt. 2020 Recipient of Goethe University's Deutschlandstipendium for outstanding academic achievements and social engagement
    • Awarded to Katherine Marquez Galindo, CFA
      Who’s Who Among Students in American Universities and Colleges Honor - Jan. 2016 Who’s Who Among Students is a national student recognition program that honors students for achieving high academic stature. Honorees are selected by their faculty and administrators based on academic achievement, community service and leadership.
    • Awarded to Katherine Marquez Galindo, CFA
      Women in Business Scholarship Recipient - Sept. 2015 Selected by Taylor University's Business Department Faculty to receive scholarship for academic merit
    • Awarded to Katherine Marquez Galindo, CFA
      Academic All-District Student-Athlete Honoree - Okt. 2014 Received honor for outstanding academic and athletic performance
    • Awarded to Katherine Marquez Galindo, CFA
      Dean's List Student (2014, 2015, 2016) Taylor University Mai 2014 The Dean's List award recognizes full- time students who have earned a 3.60 or better semester GPA.

  • Volunteer Experience

    • Business as Mission Volunteer

      Issued by Tegucigalpa, Honduras on Apr 2015
      Tegucigalpa, HondurasAssociated with Katherine Marquez Galindo, CFA