Bobby Alvarado - Senior Vice President Resume Simple
A highly motivated and results-oriented financial professional with over 10 years of experience in the financial services industry. I am a self-starter, and a team player who is able to work independently and as a team.
  • portfolio management, management, quantitative, equities, office, research, presentations, trading, clients, cash
  • 2017-12-252017-12-25

    Senior Vice President

    Soma Intimates

    • Perform research on equities, fixed income, and cash management products to assist clients in the investment of the firm.
    • Create and maintain a quantitative model for the portfolio managers and the investment Committee. Research and analyze the market trends and trends in the office.
    • Provide portfolio managers with detailed investment recommendations and presentations for trading desks. Monitor and analyze performance of various portfolios.
    • Perform due diligence on portfolio companies and their investment opportunities. Provide recommendations to the CIO and the Chief executive Officer.
    • Work with portfolio managers to develop and implement investment strategies for the firm's portfolio of hedge funds. Provide recommendations for capital markets and equity opportunities.
    • Provide portfolio managers with recommendations on investment opportunities and capital markets. Manage the portfolio of over 100 portfolios. Review and approve trade transactions.