Erica Roa
Sr Fixed Income Analyst & Sustainable Fi Investing @Mackenzie Investments
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WORK HISTORY
Sr Fixed Income Analyst & Sustainable Fi Investing @Mackenzie Investments
Toronto, ON, CA
Spearhead investment decisions through comprehensive financial analysis of North American banks and insurers, evaluating capital structure dynamics, regulatory disclosures, and institutional risk profiles- Track macroeconomic indicators and shifts in regulatory frameworks (OSFI, Fed, FDIC, OCC, NCUA) to ensure strategic compliance and portfolio resilience- Deliver actionable investment recommendations on Tier 1 and Tier 2 capital instruments, enhancing portfolio performance and optimizing risk-adjusted returns- Architect multi-sector strategies across emerging markets with exposure to Mexico, Brazil, Colombia, Chile, China, and Australia- Lead development of proprietary models to assess environmental integrity, detect greenwashing risks, and score Green and Sustainability-Linked Bonds (SLBs)- Contribute to the Responsible Investing Committee shaping and operationalizing the firm’s Sustainable Investment philosophy- Foster high-level client engagement and trusted relationships with rating agencies, senior executives, and sell-side analysts.
EDUCATION
Universidad Nacional de Colombia
Bachelors Degree, Economics
University of Toronto
Master of Global Affairs, International Relations and Affairs
George Brown Polytechnic
Financial Planner - Ontario Graduate Certificate, Finance, General
SKILLS
ABOUT ERICA ROA
Master of Global Affairs 19’ UofT BSc Economics & Finance Global mindset professional with capital markets experience in Risk Management, Economic Research, Portfolio Management and Relationship Management.Investment and wealth management professional with solid cross-border experience spanning financial planning, tailored wealth solutions, business development, and client acquisition, as well as fixed income strategy, discretionary portfolio management, client-centric advisory, and sustainable investment integration.Recognized for designing and executing wealth strategies that align client goals with regulatory mandates and market dynamics, delivering risk-aware solutions that integrate performance, resilience, and sustainable impact. Leadership grounded in strategic thinking and investment foresight, complemented by collaboration, teamwork, and multi-jurisdictional regulatory fluency across Private Banking and Wealth Management contexts.Experienced in relationship management for UHNW clients, asset transitions, and governance processes involving KYC, AML, and credit risk. Known for high-impact communication, stakeholder alignment, influence, and persuasion, fostering long-term trust with institutional and private clients.Strengths include analytical rigor, an entrepreneurial and sales mindset, and purpose-driven decision-making, executed with agility in dynamic environments. Committed to advancing as a trusted Private Banking advisor, contributing to business growth while building long-term client relationships based on trust and tailored wealth solutions.
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