Roffer Yyl Alvarez Dioses
Summary
As a junior associate specializing in alternative investments, I bring over five years of expertise in liquid markets to my current role. Drawing from my background as both a trader and advisor, I possess a nuanced understanding of market trends and excel in analyzing illiquid instruments and market scenarios. With a results-driven approach, strong decision-making skills, and a collaborative mindset, I thrive in team environments and am adept at adapting to diverse methodologies, shaped by my multicultural upbringing.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work history
Alternative Investment Junior Associate
Proaltus Capital Parners
Madrid, Spain
2023.09 - Current
- Performed thorough due diligence on a diverse array of alternative investment opportunities encompassing private equity, venture capital, real estate, private debt, and hard assets particularly focusing on initial outreach to fund managers and subsequent follow-up meetings.
- Prepared investment memos, presentations, and reports for internal and external stakeholders.
- Assisted in the creation and maintenance of investment portfolios, ensuring alignment with client objectives and risk tolerance.
Alternative Investment Senior Analyst
Proaltus Capital Partners
Madrid, Spain
2022.07 - 2023.08
- Conducted comprehensive top-down and bottom-up analyses of Venture Capital, Private Equity, Private Debt, Real Estate, and Hard Assets funds, as well as direct investments and co-investments, aimed at providing strategic insights.
- Utilized Pitchbook and Morningstar for market analysis and fund screening, leveraging the data to generate insightful reports in PowerBi, facilitating informed decision-making for clients.
- Implemented follow-up procedures for previous investments, ensuring timely reporting and analysis at the end of each quarter to assess performance and provide actionable recommendations to clients.
Alternative Investments Intern
Proaltus Capital Partners
Madrid, Spain
2022.04 - 2022.06
- Conducted research via multiple channels to compile information for staff needs.
- Prepared documentation to support financial or service complaints and KYC processes.
- Facilitation of capital calls and diligent tracking of capital distributions.
Equities and Fixed Income Advisor
Credicorp Capital Bolsa
Lima, Peru
2021.04 - 2021.08
- Conducted weekly analysis of performance metrics across diverse business hubs nationwide.
- Provided expert advisory services in stocks and fixed income investments to clients.
- Oversaw the client onboarding channel to ensure seamless integration of new clients into the system.
Contract For Difference Trader
Freelance
Lima, Peru
2016.01 - 2021.04
- Monitoring European indexes: DAX30, IBEX35 and London FTSE 100.
- Monitoring American indexes: Dow Jones, S&P500 and Nasdaq.
- Elaborating scalping and swing trading strategies for the indexes under revision.
Education
Private Equity and M&A - Specialization Program - Investment Banking
Instituto de Estudios Bursátiles - IEB
Madrid 2023.04 - 2023.07
Excellence program - Finance
London School of Economics - LSE
United Kingdom 2022.09 - 2022.09
Msc Stock Exchange and Financial Markets - Finance
Instituto de Estudios Bursátiles IEB
Madrid 2021.10 - 2022.12
Bachelor of Business Administration and Finance - Finance
Universidad Peruana de Ciencias Aplicadas
Peru 2016.03 - 2020.12
Skills
- Microsoft Office
- Microsoft Power Bi
- Bloomberg Platform
Languages
English
Fluent
Spanish
Native
Portuguese
Upper intermediate
Affiliations
- Running
- Meditation
- Skiing
Timeline
Alternative Investment Junior Associate
Proaltus Capital Parners
2023.09 - Current
Private Equity and M&A - Specialization Program - Investment Banking
Instituto de Estudios Bursátiles - IEB
2023.04 - 2023.07
Excellence program - Finance
London School of Economics - LSE
2022.09 - 2022.09
Alternative Investment Senior Analyst
Proaltus Capital Partners
2022.07 - 2023.08
Alternative Investments Intern
Proaltus Capital Partners
2022.04 - 2022.06
Msc Stock Exchange and Financial Markets - Finance
Instituto de Estudios Bursátiles IEB
2021.10 - 2022.12
Equities and Fixed Income Advisor
Credicorp Capital Bolsa
2021.04 - 2021.08
Bachelor of Business Administration and Finance - Finance
Universidad Peruana de Ciencias Aplicadas
2016.03 - 2020.12
Contract For Difference Trader
Freelance
2016.01 - 2021.04