Roffer Yyl Alvarez Dioses
Madrid,M
Summary
Finance professional with over 3 years of experience in wealth management, capital markets, and alternative investments. Skilled in market analysis and investment products, providing comprehensive and personalized advisory services to clients and building long-term relationships, particularly with high-net-worth individuals. Proven ability to lead teams and collaborate effectively with multicultural groups. Adept at managing cases, projects, and reports efficiently, with a strong background in conducting research, troubleshooting issues, and making independent decisions.
Overview
4
4
years of professional experience
Work History
Alternative Investment Junior Associate
Proaltus Capital Partners
09.2023 - Current
- Managed and monitored private equity investments, overseeing a portfolio amounting to $100 million, ensuring alignment with client objectives and risk tolerance
- Assisted in closing deals for major clients by conducting market research, preparing presentations, and managing relationships with offices in Colombia, Mexico, and the United States, effectively adapting to multicultural teams and ensuring seamless communication.
- Supervised a team of analysts, ensuring quality in investment tracking and report preparation for stakeholders, while delivering accurate and timely reports to support management in making informed, data-driven decisions.
Alternative Investment Senior Analyst
Proaltus Capital Partners
07.2022 - 08.2023
- Conducted in-depth analyses of Venture Capital, Private Equity, and Real Estate funds, providing strategic insights for decision-making
- Utilized tools such as Pitchbook and PowerBi to generate reports and facilitate client recommendations, implemented procedures for quarterly performance tracking and analysis of investments, and improved company efficiency by developing key performance indicators and tracking metrics.
- Demonstrated strong capabilities in cash flow projections, anticipating cash flow needs, and managing capital calls and distributions, with a focus on performance-oriented metrics to optimize investment efficiency and outcomes.
Equities and Fixed Income Advisor
Credicorp Capital Bolsa
04.2021 - 08.2021
- Delivered comprehensive advisory services in equities and fixed income, to highly active clients investment opportunities based on market analysis and risk assessment.
- Developed weekly performance metrics analysis across various business hubs and utilized advanced CRM tools to efficiently track client interactions, maintaining detailed records of their individual goals.
- I oversaw the onboarding process for new clients through our digital channel. Under my supervision, inefficiencies were reduced by 30%, and there was a 50% increase in migration from the traditional channel to the online onboarding platform.
Education
Private Equity and M&A - Specialization Program -
Instituto De Estudios Bursátiles IEB
07.2023
MSc Stock Exchange and Financial Markets -
Instituto De Estudios Bursátiles IEB
12.2022
Bachelor's in Business Administration and Finance -
Universidad Peruana de Ciencias Aplicadas
12.2020
Skills
- Personalized wealth management advisory
- Knowledge in markets and investment products
- Team leadership and management
- Skilled in using Microsoft Power Bi and Bloomberg
- Document Preparation
- Research expertise
- Monthly closings
- Time Management
Languages
Spanish
English
Portuguese
Timeline
Alternative Investment Junior Associate
Proaltus Capital Partners
09.2023 - Current
Alternative Investment Senior Analyst
Proaltus Capital Partners
07.2022 - 08.2023
Equities and Fixed Income Advisor
Credicorp Capital Bolsa
04.2021 - 08.2021
Bachelor's in Business Administration and Finance -
Universidad Peruana de Ciencias Aplicadas
Private Equity and M&A - Specialization Program -
Instituto De Estudios Bursátiles IEB
MSc Stock Exchange and Financial Markets -
Instituto De Estudios Bursátiles IEB
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