David - Financial Analyst with 5 years of experience in investment management

Bogotá, Bogota D.C., Colombiaen

Developed comprehensive financial models that supported investment decision-making processes.

Managed a portfolio of over $50M, ensuring compliance with regulatory standards and investment strategies.

Published on CazVid

Summary

Analytical financial professional with 5 years of experience in investment analysis, portfolio management, and regulatory compliance. Skilled in financial modeling, data reporting, and team leadership to optimize asset performance.

Key Achievements

Led a team of three analysts in preparing quarterly reports and market analysis, improving reporting efficiency.

Skills

Financial ModelingAdvanced

Built and maintained detailed financial models to evaluate investment opportunities and scenarios.

Investment AnalysisAdvanced

Conducted thorough analysis of equities, bonds, and alternative assets for portfolio inclusion.

Regulatory ComplianceIntermediate

Ensured investment activities adhered to industry regulations and internal policies.

Data ReportingIntermediate

Prepared financial reports and dashboards to communicate insights to stakeholders.

Experience

Senior Logistics Manager

Black Belt Logistics

Apr. 2020 - Present

End-to-end supply chain management, including planning, implementation, and optimization of logistics operations., Supervision of a team of 50 employees, including training and continuous development.

Logistics Director

Vía Cargo

Feb. 2014 - Mar. 2020

Coordination of international logistics operations, ensuring compliance with regulations and quality standards., Implementation of inventory management systems and shipment tracking software., Collaboration with sales and marketing teams to align logistics strategies with business objectives.

Logistics Operations Manager

VASICONT

Mar. 2005 - Dec. 2013

Supervision of daily transportation and distribution operations, including route planning and fleet management., Development of policies and procedures to improve efficiency and safety in operations.