Pablo Sorrentino
Florida
Summary
Qualified Economist with robust background in portfolio management. Demonstrated success in optimizing investment strategies and improving asset performance. Proven ability to analyze market trends and manage risk effectively. Exceptional technical understanding to meet project deadlines.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Macro Bank Mutual Funds
11.2024 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Portfolio rebalancing and adaptation to updated regulations
- Broad international analysis of equity, money markets, FX, derivatives.
- Active management of >100MM usd AuM
Capital Markets Senior Analyst
Accenture
09.2022 - Current
- Capital Markets situation analysis, regarding trends, hot topics and insights of principal industry players by performing presentations to Industry leaders
- Preparation of financial profiles of different companies in the asset and wealth management industry
- Powerbi development leader, preparing different assets, such as asset and wealth management observatories
- Analysis of different companies, using financial metrics, ratios and accounting valuation methods
Credit and Equity Research Analyst
Crisil Irevna
11.2021 - 09.2022
- Financial modeling, including financial statements, P&L, debt profile, and valuation analysis
- Under coverage companies short and log notes and articles drafting of quarterly results
- Quarterly earnings results analysis and coverage
- Daily research of under coverage companies regarding financial, esg or political insights
- Company earnings outlook development
Financial Advisor
Balanz Capital
09.2020 - 11.2021
- Management and financial advisory for +300 clients
- Stocks, bonds, investment funds, corporative bonds, ETF and Exchange operations
- Monitoring of client´s financial situation
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Education
Master in Finance -
Universidad Torcuato Di Tella
12-2025
Bachelor´s degree - Economics
Pontificia Universidad Católica Argentina
02.2021
Skills
- Companies Valuation and Financial analysis - Expert
- Financial research - Expert
- Financial Advisory and Asset Management - Expert
- Powerbi - Expert
- Microsoft Office - Expert
- Python and R - Average
Certification
- Suitability in capital markets
- Passed suitability exam in capital markets. Exam issued by CMV. Exam date: 2021-08-10
LANGUAGES
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Portfolio Manager
Macro Bank Mutual Funds
11.2024 - Current
Capital Markets Senior Analyst
Accenture
09.2022 - Current
Credit and Equity Research Analyst
Crisil Irevna
11.2021 - 09.2022
Financial Advisor
Balanz Capital
09.2020 - 11.2021
Master in Finance -
Universidad Torcuato Di Tella
Bachelor´s degree - Economics
Pontificia Universidad Católica Argentina
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