Profil
Mr. Pablo D.
Balan was previously employed as Head of Risk Management & Quantitative Research by Stenham Advisors Plc.
He joined Stenham Advisors in October 2011 and was responsible for overseeing all aspects of risk across the full range of Stenham’s funds and portfolios.
His assessment of risk encompassed the fundamental and quantitative inputs to the Stenham investment process.
He was also responsible for generating quantitative research on underlying funds and portfolio analytics to assist the fund selection, monitoring and portfolio construction processes.
Prior to joining Stenham, Mr. Balan spent 8 years at Coutts & Co where, as Global Head of Portfolio Risk and Quantitative Analysis, he was responsible for investment risk management, portfolio construction and quantitative systems development.
Total client assets for which he had responsibility exceeded £20 billion.
He first joined Coutts as a Manager for Customised Investments, with responsibility for originating, structuring and selling equity, fixed income, foreign exchange and commodity structured products.
Previously, he worked for Citigroup Private Bank in London as Vice President of the Foreign Exchange and Interest Rate Derivatives desk and in the United States as Vice President Investment Counselor advising Latin American clients on their investment strategy.
Earlier in his career, he held investment roles at two single manager hedge funds.
Mr. Balan is a CFA Charterholder and has an MSc in Mathematical Trading and Finance from Cass Business School.
He also holds a Master in International Affairs from Columbia University and a B.A.
in Physics from Amherst College in the United States.
He is fluent in Spanish and Portuguese, and proficient in French.
Anciens postes connus de Pablo Daniel Balan
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Stenham Advisors Plc
Stenham Advisors Plc Investment ManagersFinance Stenham Advisors Plc is an alternative investment management firm headquartered in London, UK. The firm was founded in 1901 and formerly known as Stenham Financial Advisors Ltd. They are a subsidiary of Stenham Asset Management Holdings Ltd., ultimately held by Capitalworks Investment Partners (Pty) Ltd. in South Africa. Stenham Advisors provides discretionary investment management services to a sophisticated and varied client base. They manage assets on behalf of pension funds, sovereign wealth funds, private banks, asset managers, charities, family offices and HNWIs seeking consistent investment performance. | Analyst-Equity | 01/01/2016 |
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Stenham Advisors Plc
Stenham Advisors Plc Investment ManagersFinance Stenham Advisors Plc is an alternative investment management firm headquartered in London, UK. The firm was founded in 1901 and formerly known as Stenham Financial Advisors Ltd. They are a subsidiary of Stenham Asset Management Holdings Ltd., ultimately held by Capitalworks Investment Partners (Pty) Ltd. in South Africa. Stenham Advisors provides discretionary investment management services to a sophisticated and varied client base. They manage assets on behalf of pension funds, sovereign wealth funds, private banks, asset managers, charities, family offices and HNWIs seeking consistent investment performance. | Finance |