Santino Begatti
Buenos Aires, Argentina
Summary
Financial advisor and advanced Economics student with experience in wealth management, portfolio allocation, and capital markets. Currently advising over 3,000 retail clients at Balanz Capital, overseeing approximately USD 10 million in assets under management across equities and fixed-income instruments. Prior corporate finance experience at Cencosud S.A., supporting budgeting, cash flow analysis, P&L reporting, and board-level financial presentations, complemented by strong analytical training in project evaluation and econometrics.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Financial Advisor
Balanz Capital
Buenos Aires
03.2023 - Current
- Advised a diversified client base of over 3,000 retail clients, overseeing portfolios with aggregate assets under management of approximately USD 10 million.
- Analyzed financial data to develop asset allocation strategies across equities, fixed income, and structured products for retail and high-net-worth individuals.
- Monitored and rebalanced portfolios based on market research and informed recommendations to ensure alignment with client goals, and risk tolerance.
- Participated in primary market issuances of corporate bonds, providing expert advice on pricing, risk, and allocation decisions.
- Executed buy and sell orders in compliance with investment mandates, ensuring strict adherence to internal controls, and regulatory standards.
Management Control Intern
Cencosud S.A.
Buenos Aires
05.2022 - 03.2023
- Developed and managed cash flow projections for corporate subsidiaries, and prepared P&L statements across multiple business units to monitor financial performance.
- Collaborated in the preparation of the annual corporate budget, and produced strategic operational reports for Regional Headquarters (Chile) regarding headcount and personnel metrics.
- Crafted high-impact financial presentations for the Board of Directors, synthesizing complex data into actionable insights regarding quarterly and annual results.
Education
Bachelor of Science - Economics
Universidad Argentina de la Empresa (UADE)
Buenos Aires, Argentina12-2026
Skills
- Advanced Excel for financial analysis and reporting
- Investment analysis and valuation
- Asset allocation and wealth management
- Capital markets analysis
- Regulatory compliance (CNV) and risk management
- Financial reporting and dashboarding
- Financial Planning and Analysis
Languages
English
Proficient (C2)
C2
Certification
CNV Suitability Certification (Idoneidad CNV) — Comisión Nacional de Valores (CNV)
Timeline
Financial Advisor
Balanz Capital
03.2023 - Current
Management Control Intern
Cencosud S.A.
05.2022 - 03.2023
Bachelor of Science - Economics
Universidad Argentina de la Empresa (UADE)