Javier Medina Valdivia
DM Equity Analyst at AFP PlanVital
Santiago Metropolitan Area
Overview
Work Experience
EM Equity Analyst
2023 - Current
• Part of the Equity Trading Desk, executing trades, market analysis, and portfolio monitoring. • Developed and implemented the investment strategy for a USD 5Bn equity portfolio (from a total of USD 12Bn AUM), focusing on emerging markets. • Performed both top-down and bottom-up analysis to support informed investment decisions, ensuring alignment with strategic goals. • Analyzed both macroeconomic indicators and individual company financials to support comprehensive top-down and bottom-up asset allocation decisions. • Conducted in-depth research on multiple economies and industries, identifying key trends to guide investment strategies. • Selected investment vehicles (funds, managers and ETFs) across equity markets. • Performed technical analysis to drive short-term profitability improvements in fund performance. • Performed Helped optimize and automate processes in national and international equities, contributing to greater efficiency, portfolio diversification, and growth.
Asset Management Sales & Distribution Intern
2023 - 2023
• Development of custom web scrapers using Python to extract financial data from multiple sources, including CMF and Crunchbase. • Developed and delivered corporate presentations for sales pitches to internal and external stakeholders. • Proficient in financial modeling techniques for investment analysis. • Provided corporate presentations on funds, organizations and information to clients on investment options. • Addressed client inquiries, concerns and requests promptly and professionally, resulting in high levels of satisfaction. • Data cleansing and processing using SQL and Python, plus the use of data analysis tools to identify market trends and opportunities. • In-depth portfolio analysis to provide clients with customized investment recommendations, including AFPs and AGFs.
Undergraduate Teaching Assistant
2022 - 2023
• Conducting Python classes and grading projects. • Conducting SQL, Data Science and Finance classes.
Venture Capital Analyst
2022 - 2022
• Participation and consultancy in fundraising programs for startups such as Lab4U, Kilimo, Cuéntame and Edipro. • Support with strategic and financial decisions of companies in the program. • Search and approach with investors for financing rounds. • Preparation of investor decks, communication with potential investors, preparation of databases, analysis of reports relevant to the environment, among other responsibilities.
Intern
2021 - 2022
• Deck preparation for investor search. • Communication with potential investors. • Preparation of databases and analysis of reports relevant to the environment.
Education
Master's degree
2023 - 2024
Ingeniería Comercial
2019 - 2023