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Armando

Investment Analyst

Location

Colombia

10

YEARS OF

EXPERIENCE

I am an Investment Analyst with 10 years of experience and a strong track record of evaluating market trends, analyzing financial data, and guiding investment strategies to optimize portfolio performance. Over the past decade, I’ve worked across diverse sectors including equities, fixed income, and real estate. I specialize in risk analysis, asset valuation, and building detailed financial models to support strategic decisions. I thrive in fast-paced environments, collaborating with portfolio managers and stakeholders to identify opportunities and mitigate risks.

Main Skills

Accounts Receivable

ASPEL

Balancing Accounts

Cash flows

Cash Management

External Audit

Financial Modeling
Portfolio Analysis
Risk Assessment
Forecasting
Market Analysis
Excel, Power BI, Python, Tableau

Work Experience

Work Experience

Investment Analyst (2019 – Present)
→ Conduct fundamental and technical analysis for equity and fixed-income investments.
→ Develop and maintain complex financial models for forecasting and valuation purposes.
→ Prepare detailed investment memos and reports for senior management and clients.
→ Monitor portfolio performance, tracking KPIs, benchmarks, and market indicators.
→ Coordinate with research teams to generate market outlooks and investment theses.
→ Advise on asset allocation strategies based on macroeconomic and geopolitical trends.

Junior Investment Analyst (2015 – 2019)
→ Assisted in the evaluation of securities and alternative investments.
→ Collected, interpreted, and presented financial data to support investment decisions.
→ Performed due diligence on potential investment opportunities.
→ Updated performance dashboards and created monthly portfolio summaries.
→ Supported senior analysts in creating pitch decks and investment briefings.

Financial Analyst (2013 – 2015)
→ Analyzed company financial statements to assess credit risk and investment potential.
→ Prepared quarterly and annual reports on economic trends and market developments.
→ Built forecasting models using historical data and market assumptions.
→ Collaborated with accounting and compliance teams to ensure reporting accuracy.

Education


Bachelor’s Degree in Finance (2009 – 2013)

Education

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