Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Beatriz Guerra Pérez-Maffei

Beatriz Guerra Pérez-Maffei

Madrid

Summary

Dynamic investment advisor with extensive experience in managing portfolios for ultra-high-net-worth clients. Skilled in private market analysis and client relationship management, consistently driving performance monitoring and communication effectiveness to support investment success.

Overview

13
13
years of professional experience

Work History

Alternatives investments

Orienta Wealth
01.2023 - Current
  • Identify and analyze private markets investments for the wealth segment.
  • Advise and manage private market mandates for the UHNW clients.
  • Product specialist role; give support to bankers and clients regarding their alternatives investments.fe
  • Product specialist role; give support to bankers and clients regarding their alternatives investments including offering new investments and monitoring current ones.
  • Launching and supporting the fundraising of the new strategies selected for the wealth segment.

Porfolio Manager / Fund selector

Alantra Wealth Management
Madrid
01.2014 - 12.2022
  • Managed discretionary accounts, focusing on funds, equity securities, and bond securities to optimize client investment strategies.
  • Responsible of Third-Party Fund Selection.Selected liquid assets including equity, fixed income, and absolute return funds for investment strategies.
  • Manager of an Absolute return Fund of fund.
  • Supported bankers in client portfolio management, providing insights on fund performance and investment options.

Trainee

Atl Capital
09.2013 - 12.2013

Education

Certificate - P.E ESG En La Gestión De Activos Y Asesoramiento

Instituto De Estudios Bursatiles
Madrid
01-2022

CFA Charterholder -

CFA Institute
Madrid
11-2021

Grade - Administración Y Dirección De Empresas

Universidad Pontificia De Comillas
Madrid
06-2013

High School Diploma -

Kensington School
Madrid
06-2009

Skills

  • Private market analysis
  • Investment advising
  • Portfolio management
  • Performance monitoring
  • Client relationship management
  • Communication effectiveness

Languages

Spanish
Native
Native
English
Advanced (C1)
C1

Timeline

Alternatives investments

Orienta Wealth
01.2023 - Current

Porfolio Manager / Fund selector

Alantra Wealth Management
01.2014 - 12.2022

Trainee

Atl Capital
09.2013 - 12.2013

Certificate - P.E ESG En La Gestión De Activos Y Asesoramiento

Instituto De Estudios Bursatiles

CFA Charterholder -

CFA Institute

Grade - Administración Y Dirección De Empresas

Universidad Pontificia De Comillas

High School Diploma -

Kensington School
Beatriz Guerra Pérez-Maffei