Juan M.

Wealth Management | Advisory | Business Development | Financial Services

English, French, Spanish; Castilian, Portuguese

Graduate in Finance and Foreign affairs with a Masters Degree in Management and Financial Markets specialized in multi asset investment solutions, with experience in structured products and derivative...see more

  • Financial Services, Banking & Insurance
  • Financial Services, Banking & Insurance


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice


Business Development Specialist

AXA Investment Managers
5 years
Current position
Aug 2017 - Present
AXA Investment Managers is a leading European asset manager with global presence and a strong client oriented philosophy. It is a leading firm in responsible and impact Investment matte...see more

Structured Products Intern

HPC Investment Partners Ltd
8 months
Dec 2016 - Aug 2017
At the heart of HPC IP offices in Paris I supported the structured products front office around the world in the market operations with different products from capital protection notes...see more

Structured products intern

2 months
Jun 2016 - Aug 2016
Assisted in the introduction of new structured products in the Colombian market, developed reports and communication instruments that improved investor engagement.

Financial consulting intern

Deloitte Colombia
2 months
Jun 2015 - Aug 2015
Developed financial models that helped senior consultants assess more efficiently the client firms' financial situation.

Campus brand ambassador

2 years
Jul 2014 - Dec 2016
Test-Drove the new DriveWealth trading platforms and enrolled students in the DriveWealth on campus program which allows students to start investing for their future with affordable tra...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance
  • Financial Services, Banking & Insurance


  • Business Strategy
  • Business Development
  • Finance
  • Corporate Finance
  • Financial Analysis
  • Financial Reporting
  • Financial Modeling
  • Capital Markets
  • Portfolio Management
  • Matlab
  • Visual Basic
  • Wealth Management Services
  • Advisory