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Asset Management Portfolio Manager
Asset Management Portfolio Manager
New mentor!
Member since 2026
  • Zürich
About the mentor

I am a finance professional specializing in business and financial data analytics, with more than 10 years of experience in portfolio management, asset allocation, and financial analysis within regulated banking environments. In my previous role as Senior Portfolio Manager at VZ Depotbank, I worked extensively with financial and client data to support investment decisions, portfolio positioning, and análisis financiero. My work included analyzing portfolio return and risk distributions, monitoring client behavior such as new mandates and closures, and translating complex data into clear insights for internal stakeholders. I have strong hands-on experience with Excel avanzado, Power Query, and VBA, and I am a Microsoft Certified Power BI Data Analyst Associate. I also have basic knowledge of SQL and beginner-level Python, which I continue to develop. My focus is on creating reliable, decision-relevant reports and dashboards that support business and investment decisions. I am particularly interested in finance- and business-oriented analytics roles (Analista de Datos / Analista de Negocios) where domain expertise, structured analysis, and data-driven decision-making are essential.

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