E

Edgar Eduardo Ramos Gomez

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Ciudad de México, Mexico

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Starting at USD15/hour
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Résumé


Jobs verified_user 0% verified
  • G
    Director of Treasury
    Grupo Financiero Banorte
    Sep 2023 - Dec 2024 (1 year 4 months)
    As a key member of the Treasury team (ALCO) at our esteemed bank, I oversee our equity derivatives portfolio, engaging in intricate trading of FX, equity, and fixed income derivatives. I employ advanced strategies such as IRS, caps/floors, asset swaps, and a range of vanilla and exotic options. My expertise extends to designing and structuring financial products in equity, fixed income, and FX sectors, including warrants and structured notes for diverse investor profiles. These products feature varied payout structures, aligning with specific investment goals and market trends. In structuring repos, a crucial part of our financing strategy, I leverage assets while managing counterparty risk, enhancing liquidity and funding efficiency. A
  • G
    Treasury VP & Derivatives Trader at ALCO
    Grupo Financiero Banorte
    Aug 2021 - Nov 2023 (2 years 4 months)
    As a key member of the Treasury team (ALCO) at our esteemed bank, I oversee our equity derivatives portfolio, engaging in intricate trading of FX, equity, and fixed income derivatives. I employ advanced strategies such as IRS, caps/floors, asset swaps, and a range of vanilla and exotic options. My expertise extends to designing and structuring financial products in equity, fixed income, and FX sectors, including warrants and structured notes for diverse investor profiles. These products feature varied payout structures, aligning with specific investment goals and market trends. In structuring repos, a crucial part of our financing strategy, I leverage assets while managing counterparty risk, enhancing liquidity and funding efficiency. A
  • Mira
    Senior Investment Analyst
    Mira
    Aug 2020 - Aug 2021 (1 year 1 month)
    In my previous role, I had been instrumental in conducting comprehensive financial analyses for a diverse array of real estate projects. This included everything from individual standalone ventures to expansive, multifaceted developments such as full-scale shopping centers and mixed-use projects. A key achievement of mine was the development of a standardized underwriting model template, which has become a cornerstone in our project evaluation process. I had demonstrated proficiency in executing prompt and detailed fund analysis, encompassing a wide range of financial aspects. These included portfolio valuation, calculations of promote structures, general partner (GP) financial assessments, projections for fundraising activities, as well a
  • I
    Senior Real Estate Analyst
    ICP Group
    Jan 2020 - Jul 2020 (7 months)
    In my previous role, I specialized in the development of intricate financial and valuation models, both at the asset and fund levels. These models are pivotal for analyzing investment opportunities across North America and Europe. I am also actively involved in creating compelling materials for fundraising initiatives. My expertise extends to performing both quantitative and qualitative analyses for potential real estate investments. This multifaceted approach ensures a thorough understanding and evaluation of each opportunity. Additionally, I engage in project valuations and play a crucial role in the due diligence processes for new investment opportunities, ensuring comprehensive assessment and risk management. Another key aspect of my
  • ALIGNMEX Real Estate Capital
    Investment Analyst
    ALIGNMEX Real Estate Capital
    Feb 2019 - Jan 2020 (1 year)
    In my prior role, I was responsible for meticulously maintaining and operating financial models for existing funds and assets, as well as potential acquisitions. This involved the adept use of Discounted Cash Flow (DCF) models and other similar financial instruments. I excelled in creating sophisticated analyses for monitoring and reviewing returns and performance at both Asset and Fund levels, including conducting in-depth sub-market research (Shadow Market). My duties encompassed the extensive collection and analysis of various market data categories, culminating in the generation of comprehensive reports. A significant aspect of my role was to evaluate research data and produce real-time valuations, showcasing my ability to interpret co
  • C
    Financial Analyst
    CFE International LLC
    Mar 2018 - Sep 2018 (7 months)
    In my former role, I had the crucial responsibility of overseeing the trade confirmation departments, focusing particularly on natural gas. This involved the diligent daily management and updating of the Profit & Loss (P&L) report, as well as the careful daily review of natural gas and liquefied natural gas trades, ensuring precision and strategic compliance in our trading operations. Beyond these core responsibilities, I also played a key role in advancing the company's analytical capabilities. I developed sophisticated econometric models, which were instrumental in enhancing our market analysis and decision-making processes. Additionally, I was responsible for calculating the cost of capital using various methods, thereby contributing si
  • Actinver
    Fund Analyst
    Actinver
    Dec 2017 - Mar 2018 (4 months)
    In my role at Actinver, I was tasked with the comprehensive management, operation, and rebalancing of portfolios under the Alpha Solutions strategies. These strategies encompassed five distinct risk profiles, each uniquely composed of a blend of equity and fixed income from both local and international markets. One of my significant contributions was the development of a sophisticated tracking file. This tool was essential for monitoring the varied strategies across the Alpha Solutions portfolios and for calculating key financial metrics such as Value at Risk (VaR), Sharpe Ratio (SR), Information Ratio (IR), Tracking Error (TE), BETA, ALPHA, and Absolute Return (AR). This innovation significantly enhanced our strategic analysis and risk as
  • Sura Asset Management
    Internship Trainee
    Sura Asset Management
    Jun 2017 - Dec 2017 (7 months)
    During my trainee program, I was actively engaged in developing investment strategies for High Net Worth Individual (HNWI) clients. This role involved modeling various financial scenarios and assembling detailed financial bulletins tailored to the unique needs of these clients. A key part of my responsibilities was to craft the primary investment strategy for HNWI clients, ensuring it aligned with their individual financial goals and risk preferences. In addition to strategy development, I also took the initiative to create and maintain comprehensive databases for client management. This task was pivotal in ensuring efficient tracking and management of client information and investment portfolios. Moreover, I conducted in-depth sensitivit
  • B
    BBVA Bancomer Trust Fund - Portfolio Manager
    BBVA Asset Management
    Jan 2017 - May 2017 (5 months)
    In a landmark academic project at ITESM, conducted in partnership with BBVA Asset Management, I had the unique opportunity to actively manage an equity fund with a substantial portfolio of MXN 7 million. Our mission was to align with an Investment Policy Statement (IPS) while developing and implementing both fundamental and technical investment strategies. A critical component of this project involved conducting thorough back-testing of our proposed strategies to demonstrate their viability and effectiveness. This rigorous analysis was essential in securing the confidence and approval of BBVA Asset Management's senior management, allowing us access to the funds necessary for our investment venture. Our benchmark for this fund was the IRRT
Education verified_user 0% verified
  • IPADE Business School
    Postgraduate Diploma, Executive Education
    IPADE Business School
    Jul 2024 - Nov 2024 (5 months)
  • Instituto Tecnológico Autónomo de México
    Postgraduate Diploma, Data Science and Machine Learning Applied to Financial Markets
    Instituto Tecnológico Autónomo de México
    May 2023 - Dec 2023 (8 months)
  • Universidad Carlos III de Madrid
    Bachelor of Science - BS, Economics and Finance
    Universidad Carlos III de Madrid
    Jan 2016
  • Tecnologico de Monterrey
    Bachelor of Arts - BA, Financial Management
    Tecnologico de Monterrey
    Jan 2013 - Jan 2017 (4 years 1 month)
Projects verified_user 0% verified
  • P
    Peep Trade: University Trading Challenge
    Sep 2017 - Current (7 years 9 months)
    Equity portfolio management. Designer of the investment strategy to get an active return versus “S&P 500”. USD 1 million AUM.
  • C
    CFA Investment Reseach Challenge
    Jan 2017 - May 2017 (5 months)
    Construct both intrinsic and relative valuation analysis for a petrochemical company.
Awards verified_user 0% verified
  • I
    Summa Cum Laude
    ITESMCSF
    Dec 2017
    Best 5 percent of the class.
  • P
    Finalist - Peeptrade University Challenge
    Peeptrade
    Dec 2017
    Top ten worldwide in the Peeptrade University Challenge representing ITESM CSF and Mexico in the creation of an investment strategy in order to manage a one million dollar portfolio.
  • I
    Recognition award as the Integral Student of ITESM Business School.
    ITESM CSF
    Oct 2017
    Outstanding student award rewards the student who represents as a whole the values, mission, and vision of ITESM. The recognition for the Integral Student reflects the balance gained by the development of competences in academic and co-curricular fields, as evidenced by their training as ethical leaders, with social responsibility, world citizens with a global vision and entrepreneurship spirit.
  • ITESM
    Multiple Academic Excellence Awards
    ITESM
    Aug 2017
    Each semester I received an Academic Excellence Recognition (Grade Point Average above 95) in all Metropolitan ITESM campuses ( CEM, CSF, and CCM)
  • U
    Recognition for be the winner of the challenge "Atracción y Retención de Talento Joven en Unilever"
    UnivelerITESM CSF
    Sep 2015