Earendil Gutierrez
Vancouver,BC
Summary
Results-driven finance professional with a Master of Science in Finance degree and 5 years of progressive experience in portfolio management, equities trading, and sustainable investments. Passionate about researching and aligning portfolios to investor needs, I led a team of equity traders, rebalanced individual and pooled fund portfolios, and developed research-backed tools to generate alpha strategies for an asset manager with ~2 billion in AUM.
Overview
6
6
years of professional experience
Work History
Associate
ESG Global Advisors
01.2023 - 06.2023
- Conducted ESG research and reporting for VC funds, and Mining and Real Estate firms.
Senior Analyst and Trader
Genus Capital Management
01.2022 - 08.2022
- Conducted quantitative research on ESG alpha sources, leading to development of Genus' ESG alpha factor for a suite of 6 pooled funds.
- Rebalanced a suite of fossil-free segregated accounts and pooled funds.
- Delivered ad-hoc and quarterly performance reports to portfolio managers.
- Conducted due diligence of over 20 issuers and received approval for investment in 14 private investing issuers.
- Mentored junior team members in trading and quantitative research.
Analyst and Trader
Genus Capital Management
03.2019 - 12.2021
- Conducted quantitative research on dividend dividend mandate, leading to change in strategy for a Dividend Fund.
- Traded equities for core portfolios and segregated accounts across NA and global markets.
- Assisted in generating performance reports for regular presentations to clients and portfolio managers.
Member Service Representative
Vancity Credit Union
04.2018 - 02.2019
- Provided advice to members for short and long-term investments, RRSPs, TFSAs, savings and banking needs.
Portfolio Manager
SIAS Endowment Fund, Simon Fraser University
12.2016 - 02.2018
- Built DCF and comparables models for Canadian stocks in Consumer Discretionary and mentored 4 analysts.
- Managed portfolio valued at 2.6M in assets, conducting thorough reviews of analysts' recommendations.
- Designed VBA script enabling equity teams to evaluate securities based on ESG criteria.
Education
Master of Science - Finance
12.2017
- Quantitative Thesis Paper: The Performance of SRI Mutual Funds
- Teaching Assistant: Equity Security Analysis & Portfolio Management (Graduate), Introduction to Finance (Undegraduate)
- Regional Finalist: PRMIA Risk Management Case Competition
- International Finalist: McGill International Portfolio Challenge
- Sponsorship recipient: 2018 BC Pension Forum, 2018 RIA Conference
Bachelor of Commerce - International Business
12.2012
Skills
- Portfolio management & rebalancing
- Financial Modelling
- Data analysis
- Quantitative Research
- Due Diligence
- Software (SQL, VBA, Python & Bloomberg)
- Performance analysis & reporting
- Equities Trading
- Project Management
- Detail Oriented
Languages
Spanish
Native or Bilingual
French
Elementary
Affiliations
2023 Cohort - Nimbus Synergies Health Impact Investor Challenge.
Activities: Conduct due diligence and negotiate deal terms on 5 private issuers in health care technology serving US and Canadian markets.
Timeline
Associate - ESG Global Advisors
01.2023 - 06.2023
Senior Analyst and Trader - Genus Capital Management
01.2022 - 08.2022
Analyst and Trader - Genus Capital Management
03.2019 - 12.2021
Member Service Representative - Vancity Credit Union
04.2018 - 02.2019
Portfolio Manager - SIAS Endowment Fund, Simon Fraser University
12.2016 - 02.2018
Simon Fraser University - Master of Science, Finance
Universidad La Salle - Bachelor of Commerce, International Business
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