Julio Velasco

Abschluss: MBA, Universität St. Gallen
Saint Gallen, Schweiz

Fähigkeiten und Kenntnisse

Financial Analysis
Investment
MS Office
Portfolio Management
Due Diligence
Credit Risk
Corporate Finance
Business analysis

Werdegang

Berufserfahrung von Julio Velasco

  • 1 Jahr und 7 Monate, Jan. 2015 - Juli 2016

    Investment Officer

    BlueOrchard Finance

    Conducted investment process, from contacting clients to elaborating investment proposals, creating +10 debt deals with yields above the average required return. Managed a debt and quasi-debt investment portfolio of USD +50.0mm distributed in +12 clients and 4 countries. Supported the risk team, collecting defaulted loans and supervising distressed clients. Performed investments with social impact, minimizing the footprint of Climate Change through insurances.

  • 2 Jahre, Feb. 2013 - Jan. 2015

    Investment Officer

    Bolivian Investment Management

    - Led investment process in 5 countries of Central America. - Enhanced efficiency of Central America’s branch, from less than 40% to more than 60% of total portfolio, within 12 months. - Developed strategy and risk tools used by the management team. - Originated Currency Risk Management deals. - Partnered with clients to structure public debt securities in capital markets. - Participated in the development of a private investment fund with assets of USD 60.0mm.

  • 1 Jahr und 1 Monat, Feb. 2012 - Feb. 2013

    Investment Officer

    Bolivian Investment Management

    - Executed investments in financial institutions, in +5 countries of South America — Argentina, Bolivia, Colombia, Ecuador, Peru, Paraguay. - Created the model for financial analysis of investments for funds of USD 90.0mm in total. - Implemented the CAMEL analysis (credit assessment tool) for assessing potential investments. - Revised investment process and wrote updated manual and procedures. - Oversaw, trained and coached Junior Financial Analysts and Financial Analysts.

  • 1 Jahr und 9 Monate, Juni 2011 - Feb. 2013

    Investment Officer

    Bolivian Investment Management

    - Monitored financial performance of +10 clients in +5 countries. - Elaborated investment reports presented to the Investment Committee.

Ausbildung von Julio Velasco

  • 1 Jahr, Sep. 2016 - Aug. 2017

    Master of Business Administration

    Universität St. Gallen

  • 5 Jahre und 11 Monate, Feb. 2007 - Dez. 2012

    Finance

    Universidad Privada Boliviana

    - Cum Laude, Thesis with 100% grade, Treasury Secretary of the Student Union.

Sprachen

  • Spanisch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Fließend

  • Deutsch

    Grundlagen

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