Leonardo Mallqui

Experience

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  NetvalU

  Feb 2022 - May 2022

  Immersion Program Scholar

  Main achievements:•I valued the company UNACEM using analysis by DCF and comparables to give an investment recommendation (buy/hold/sell).•Simulated advice to L Catterton for the acquisition (M&A) of the Laive company.•I prepared a credit analysis of Banco Falabella, considering the macroeconomic environment, analysis of the industry, company and the main solvency, liquidity and profitability ratios.• I made a portfolio of Fixed Income and Equity securities from a Top Down approach for a moderate investor. Show less

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  Compass Group

  Apr 2022 - Oct 2022

  Institutional Sales & Business Development Intern

  • Support in the analysis of mutual funds and ETFs distributed by the company and its competitors.• Support in the collection, processing and visualization of financial information of counterparties for the structuring of new financial products.• Updating, analysis and monitoring of the data on the client portfolio, both institutional (AFPS, Cia. Seguros) and intermediaries.

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  NetvalU

  Aug 2022 - now

  • Product Manager | Immersion Program

    Nov 2023 - now

  • Coordinator of Hard Skills Training

    Apr 2023 - Nov 2023

  • Member of Hard Skills Training

    Mar 2023 - Apr 2023

  • Trainee for Hard Skills Training

    Aug 2022 - Apr 2023
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  Inversiones SURA

  Oct 2022 - Aug 2023

  Investment Intern | Fixed Income

  • Support in cash management and strategy of fixed income and multi-asset mutual funds (USD 1.1 thousand MM).• Analysis of interest rates, exchange rates, synthetic products and forward points from local and foreign banks.• Responsible of updating sovereign tenure reports and AUM managed by fund.• Support in the preparation of monthly presentations for the local and regional investment committees.

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  Inteligo Group

  Aug 2023 - now

  • Research Analyst I

    May 2024 - now

  • Research Jr. Analyst

    Aug 2023 - May 2024