Juan Manuel Patiño
Montevideo
Summary
Dynamic Research & Investment Analyst with a proven track record at SunCapital Valores S.A., excelling in equity research and economic forecasting. Adept at client communication and due diligence, I leverage analytical thinking to drive investment strategies and enhance portfolio management, consistently delivering impactful results in emerging markets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Research & Investment Analyst
SunCapital Valores S.A.
Montevideo
02.2022 - Current
Client Associate
AtlantisGlobalInvestors
Montevideo
07.2019 - 01.2022
Junior Financial Analyst
Latin America Asset Management Advisors (LAAMA)
Montevideo
03.2017 - 06.2019
Sales Executive
X-Trade Brokers DM SA
Montevideo
07.2016 - 12.2016
Education
Master degree - Economic History
Universidad de la República
01.2021
Postgraduate Diploma - Investment Portfolio Management
Universidad de Montevideo
01.2021
Bachelor's Degree - Business Administration
Universidad Católica del Uruguay
01.2015
Skills
- Problem solving
- Analytical thinking
- Attention to detail
- Client communication
- Economic forecasting
- Equity research
- Emerging markets
- Investment selection
- Capital markets
- Investor presentations
- Financial statement analysis
- Fund selection
- Due diligence
- Equity analysis
- Market research
- Investment strategies
- Financial reporting
- Portfolio management
Certification
- Diploma in Political Economy of contemporary Uruguay
- Bloomberg Market Concepts Certificate
- MOOC: Learn to invest in Megatrends
- CFA Investment Foundations Program
- Introduction to Futures and Options
Publications
- La formación integral y la responsabilidad social universitaria en las universidades jesuitas y su aporte a la promoción de la justicia social
- El entorno global de negocios del emprendedor uruguayo: análisis de la situación actual y propuestas de mejora.
- La mentalidad global como característica del estilo de liderazgo jesuita y su importancia en la actualidad
- La educación en Uruguay: desafíos, líneas de acción y propuestas de mejora para el quinquenio 2015-2020
Awards
- Primer Premio ACADECO, 2015
- Segundo Premio Concurso de Ensayos AUSJAL
- Primer lugar CFA Ethics Challenge Uruguay
- Segundo Lugar CFA Ethics Challenge Latinoamérica y el Caribe
Languages
- Español, Native or Bilingual
- Inglés, Professional Working
Languages
Spanish
First Language
English
Upper Intermediate (B2)
B2
Timeline
Research & Investment Analyst
SunCapital Valores S.A.
02.2022 - Current
Client Associate
AtlantisGlobalInvestors
07.2019 - 01.2022
Junior Financial Analyst
Latin America Asset Management Advisors (LAAMA)
03.2017 - 06.2019
Sales Executive
X-Trade Brokers DM SA
07.2016 - 12.2016
Master degree - Economic History
Universidad de la República
Postgraduate Diploma - Investment Portfolio Management
Universidad de Montevideo
Bachelor's Degree - Business Administration
Universidad Católica del Uruguay
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