Mike Casan Ballester
Looking for a job in Asset Management
I got a diversified bundle of skills that allow me to be more efficient than the average candidate. These skills range from Database management to Statistics and VBA programming.
I have a strong will for success and I have constantly outperformed my assignments.
Why ?
Because as soon as I need a skill to improve my work, I'll take the time to learn thoroughly how to use that skill. For example, VBA, advanced statistics, Bloomberg DDE, etc.
Strong Points:
* Excellent numerical and IT skills; VBA, SQL, Linux, Bloomberg
* Strong research and analytical skills
* Critical mind
* Outstanding academic results; fast/eager learner; CFA Candidate
- Professional Thesis - BSBA
Constructed an investment approach that reduces market risk and provides an attractive risk-return trade-off using statistical arbitrage.
Graduate Student (June 2009)
• Developed a comprehensive excel file using VBA, that selects, analyses and makes systematic trades (See "Thesis - Insight & Screenshots" in the box below)
• Learnt to complement financial and mathematical knowledge
• Constructed portfolios with superior performance including fees (See "Thesis - Insight & Screenshots")
• Grade received: 94% (A-)
- Founder and President of the Investment Club of the University of Monaco. In charge of the overall management of the club. [Financial Analyst (Since Sep 2007)]
Shared knowledge resources
Long/Short investment strategy
23 contactsPerform and offer the following set of services for HNWI & UHNWI:
- Provide comprehensive product coverage, asset allocation, securities selection, and portfolio analysis. Act under direct supervision of managing partners and the head investment strategy.
- Execute buy / sell orders
- Perform ac-hoc research on sector, financial products and/or companies.
- Develop and implement new portfolio management tools (e.g. full platform for processing and tracking orders; alerts on forward dates; etc.)
2008 - 2009Achievements:
• Improved significantly supervisor’s working environment through:
-- The development of many excel files using VBA and financial knowledge
-- An extensive understanding of Bloomberg and the Excel API
• Automated 70% of the intern’s routine tasks in order to focus on more complex issues (VBA)
• Assisted in top-down analysis, portfolio analysis, investment propositions, tracking equities, personalized reporting, etc.
Tasks & duties:
- Portfolio analysis
- Market analysis & synthesis ( Redaction of the "Morning News")
- Economy analyses
- Sector analyses
- Public companies analysis through personal research and UBS analysts
- Under Active Portfolio Advisor mandate:
- Investment advising
- Quotes alert tracking & updating
- Trades confirmation
- Researches on abnormal equity returns
- Setting up personalized reporting for clients
2007 - 2007A small size company that provides fresh and frozen seafood to global retailers such as Carrefour and Metro.
- Developed a database to improve company’s processes and statistical analysis of historical data.
- Acquired perfect understanding of Database Management Systems, SQL & VBA (Visual Basic for Applications)
- Improved order processing time through automated fill-in procedures and reports
2005 - 2006A worldwide federation of young professionals and entrepreneurs between the ages of 18 and 40.
- Acquired team working & leading skills
- Supported my team in the organization of business dinners and others events.
