photo de profil d'un membre

DAVID

David Montoya,CFA 09/23

Résumé

I'm a finance professional with a passion for solving complex challenges. My journey in the financial world has been diverse, taking me from internships in investments to roles as a Broker, Credit Analyst, and eventually CFO.

Along the way, I've had the opportunity to work in various global markets, broadening my international experience. In October 2021, I earned my CFA Charter, further enhancing my financial expertise.

I hold a Master's degree in Asset Management from Dauphine, a Master 1 diploma in Econometrics from TSE, and Bachelor's degrees in Economics and Finance from TSE and UR, respectively.

My strengths include sharp interpersonal skills, strong analytical skills, financial market insights, and proficiency in IT and languages. I'm driven by a passion for finding innovative solutions to complex problems.

Let's connect and explore opportunities to collaborate in the world of finance and investment.
COMPLETE CV ON LINKEDIN AND ATTACHED

Expériences professionnelles

High yield crédit analyst

La francaise AM , Paris-6e-arrondissement - Alternance

De Octobre 2017 à Septembre 2018

With four core activities - securities, real estate, investment solutions, and direct financing -La Française deploys its multi-affiliate business model with institutional and private clients, both in France and abroad. Today, it is present in major European cities, in the United States and in Asia. €64 Billion in Asset Under Management as of June 2017.
 Develop a fundamental opinion for portfolio issuers based on financial analysis, sectoral and regulatory perspectives.
 Liquidity and shock simulations of credit ratios Analysis.
 Writing and submission of files to the management team without the portfolio management framework.
 Implement and improve monitoring and valuation tools.
 Support the Fixed Income team on the High Yield investment analysis.

Member of designing team

THE TSECONOMISTE STUDENT MAGAZINE

De Août 2016 à Aujourd'hui

Taking part of the design of 14th and upcoming Editions

Member of edition team

THE TSECONOMISTE STUDENT MAGAZINE , Toulouse - Autres

De Août 2014 à Août 2017

Formations complémentaires

Master in Asset Management

Université Paris Dauphine - Asset Management

2017 à 2018

Courses:
VBA
Intro Compta IFRS
Finance Comportementale
Macro-Economie
Finance Empirique
Econométrie
Risque Crédit
Risks In Banking
Environnement Juridique
Style De Gestion
Mesure De La Performance
Processus Continu
App Des Produits Dérivés
Analyse Financière
Gestion Indicielle
Gestion Alternative
Gestion Avancée De Produits Taux
Arbitrage De Volatilité
Private Equity
Introduction A La Titrisation
Investissement Immobilier
Monetary Policy+Fond Du Master
Base De Données
Règlement Livraison

CFA

CFA Institute - Charter Financial Analyst

2018 à 2021

Parcours officiels

TSE – Master 1 – in Econometrics and Statistics – 2017 – International track
TSE – Master 1 – Césure/Gap year – 2016
TSE – Licence 3 – Economie – 2015

Langues

Anglais - Courant

Chinois - Notions

Espagnol - Langue maternelle

Français - Courant

Italien - Technique

Portugais - Technique

Compétences

Asset Management
Analyse
Finance
Finance de marché et d'entreprise
Corporate finance
Economics