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Tactical Asset Allocation Resume Example

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TACTICAL ASSET ALLOCATION
Professional Summary
Highly-accomplished and driven motivated entrepreneurship with a recent graduate degree in Finance and Economics. Proprietary trader passionate in developing strategic opportunities that can generate alpha at minimum risk. Pursuing an MBA with academic honors in International Finance and Banking.
Skills
  • Stocks and bonds
  • Trade with derivatives
  • Risk investment analysis
  • General knowledge of markets
  • Bloomberg Essentials: Equity and Fixed Income Certified
  • Microsoft Word, Excel, PowerPoint, Outlook
  • Fluent in Spanish and English
  •  Practices due diligence
  • Strong customer relations
  • Clear communicator of complex ideas
Work History
Tactical Asset Allocation , 05/2012 to Current
 G&G Investment Group
  • Initiated a Micro-Hedge Fund of asset allocation into diversify macroeconomic markets.
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
  • Used investment instruments in complex option hedging strategies and trading scenarios in: fixed income, equity securities, exchange traded funds and futures contract.
Marketing Director, 05/2011 to Current
 Integrity Express and Electronics.
  • Coordinated marketing sales for 16 retail merchandising units.
  • Monitored and analyzed sales records and consumer purchasing trends.
  • Prospected to obtain new accounts while maintaining relationships with existing accounts
  • Negotiated pricing with vendors regarding wholesale billing and marketing procedures
Assistant Manager, 05/2010 to 08/2011
 League of United Latin American Citizens
  • Engaged in the assistance of local communities, council and community technology center and empower Hispanic families through direct service programs.
  • Gathered and analyzed cultural, educational, social and demographic data about the community to guide local program development.
  • Trained all new personnel.
Education
MBA: International Finance and Banking, Current
 Texas A&M International University -
  • Member of the National Society of Leadership and Success
  • Emphasis in central banking policies to general markets.
  • Continuing education in Securities Analysis.
BBA: Finance and Economics, 2012
 Texas A&M International University -
  • Top 15 % of class
  • Valuable contributor to the success of UISD Virtual Finance Distinguish Achievement Program 2009- 2011
  • Graduate Achievement Program  2008
Academic Experience
The Intelligent Investor Group (TIIG) 
  • Founded the first investment group at Texas A&M International University
  • Created multiple portfolio scenarios with different investment techniques
  • Assessed members in achieve Bloomberg Essential Certificates in order to become proficient in the use of Bloomberg Professional Services  
Students In Free Enterprise (SIFE)   
  • Collaborated with more than fifty members working on nine different sustainable projects for the improvement of the community
  • Applied different business approaches, including but not limited to: Marketing, Administration, Financial Advising, Accounting, Public Relations
  •  Regional Champions 2012  
Students In Free Enterprise (SIFE) Capital Markets  
  • Coordinated a team of five members on a project named Capital Markets
  • Managed diversity training programs in relation of finance, economics and investments. 
  • Implemented proper investment knowledge, skill and portfolio analysis for high school students enrolled in the distinguish achievement program.
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Resume Overview

Companies Worked For:

  • G&G Investment Group
  • Integrity Express and Electronics.
  • League of United Latin American Citizens

School Attended

  • Texas A&M International University

Job Titles Held:

  • Tactical Asset Allocation
  • Marketing Director
  • Assistant Manager

Degrees

  • MBA : International Finance and Banking , Current
    BBA : Finance and Economics , 2012

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