Andrés Felipe Fuentes Maldonado
Student Financial Planning and Wealth Management
Toronto,Ontario
Summary
Master's in Corporate Finance and Bachelor's in Industrial Engineering, with more than 14 years of experience in Asset & Wealth Management and Financial Risk Management. Expert in business development in the financial market sector; developed investment products for banks, trusts and brokers. Leader skilled in negotiation and effective teamwork. Results oriented, proactive, and analytical with creative thinking. Excellent communicator with all levels of management at a multicultural company. Passionate about the Asset & Wealth management sector, fintechs, and highly innovative industries in the technology sector, which give consumers a more agile and effective financial lifestyle.
Overview
14
14
years of professional experience
Work History
Investment Product and Business Intelligence Manager
Banco Davivienda
07.2017 - 03.2024
- Led interdisciplinary teams to create investment products in the Asset & Wealth Management business, improving our clients' financial wealth while meeting the goals of senior management
- Led the business intelligence division for the Asset & Wealth Management Division, analyzing the effectiveness of our marketing campaigns and the descriptive analytics of our customers with the objective of giving the right product at the right time to the client in order to increase our market share
- Achievements: With teamwork across all the Asset & Wealth Management divisions, we doubled our assets under management, from 2 Billion USD at the end of 2017 to 4 Billion USD at the end of 2021, while growing market share more than 292 basis points in the industry of mutual and voluntary pension funds
- Created new investment products with higher yield and more sophisticated assets such as portfolios with structured notes with guaranteed capital, and alternative investments in real estate and commodities such as gold
- Developed the Business Intelligence division for the Asset and Wealth Management business, which led to developing strategies that have let us increase our effectiveness in our inbound and digital marketing campaigns.
Manager for Client Financial Risk Analysis
Banco Davivienda
07.2015 - 06.2017
- Managed senior risk analysts in order to determine our client's suitability with their investment products in the Asset & Wealth Management business
- Developed a financial model that determines the aggregate value or alpha, generated by the investment strategies built with synthetic portfolios strategies with local and global market indices
- Achievements: Creation of the Client's Financial Risk division and building the first financial model for Davivienda Bank that determined the fit between risk tolerance and investment portfolio for more than 400,000 clients.
Senior Risk Analyst
Banco Davivienda
01.2013 - 06.2015
- Managed the risk financial cycle for the Asset Management division of Davivienda´s fiduciary trust and brokerage firms
- Achievements: Creation of the first performance attribution model for all the Asset & Wealth Management portfolios that determine the aggregate value or alpha given by the asset managers against a synthetic portfolio built with global and local market indices
- Updated the parametric value at risk model (VaR) under the JP Morgan Risk Metrics model and standards.
Junior Risk Analyst
Banco Davivienda
07.2010 - 12.2012
- Managed the risk financial cycle for the Treasury and Liquidity Division of Banco Davivienda for its local and global portfolios
- Achievements: Created internal local indices of fixed rate asset classes for sovereign and private Colombian debt in 2012.
Education
E-Learning Data Camp
08.2021
Course in Digital Marketing Strategies for a Disruptive Transformation -
Pontificia Universidad Javeriana
11.2018
Masters in Corporate Finance (MCF) -
Colegio de Estudios Superiores de Administración (CESA)
04.2017
Banking management course -
Universidad de los Andes
12.2012
Bachelor's degree in Industrial Engineering (Focus on Quantitative Methods and Finance) -
Pontificia Universidad Javeriana
09.2010
Skills
Team Collaboration
- Accounting Principles
- Financial Management
- Data and Analytics
- Documentation
- Risk Assessment
- Strategic Planning
- Business Analysis
- KPI Tracking
- Financial Data Analysis
- Data Compiling
- Financial Planning
- Financial Markets
Languages
English IELTS certificate (Level b2)
Full Professional
Spanish (Native)
References
supplied upon request
Timeline
Investment Product and Business Intelligence Manager
Banco Davivienda
07.2017 - 03.2024
Manager for Client Financial Risk Analysis
Banco Davivienda
07.2015 - 06.2017
Senior Risk Analyst
Banco Davivienda
01.2013 - 06.2015
Junior Risk Analyst
Banco Davivienda
07.2010 - 12.2012
E-Learning Data Camp
Course in Digital Marketing Strategies for a Disruptive Transformation -
Pontificia Universidad Javeriana
Masters in Corporate Finance (MCF) -
Colegio de Estudios Superiores de Administración (CESA)
Banking management course -
Universidad de los Andes
Bachelor's degree in Industrial Engineering (Focus on Quantitative Methods and Finance) -
Pontificia Universidad Javeriana
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