Francisco J. Perez
Senior Portfolio Manager at Northern Trust Corporation
- Role
- Senior Portfolio Manager Senior Vice President at Northern Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Francisco J. Perez
At Northern Trust, we provide our clients a solid foundation for making decisions with…
Experience
Senior Portfolio Manager Senior Vice President
Apr 2018 — Present · Houston, TX, US
As a Sr Portfolio Manager for high-net-worth clients both US based and non-US based, he specializes in the development, implementation and ongoing monitoring of investment strategies to meet respective client goals. Among many of his duties, he provides clients with a high-touch level of service so that they feel comfortable and informed about their investments.Builds portfolios tailored to each client’s needs and goals that can thrive in any market environment
Education
Saïd Business School, University of Oxford
Certificate, Fintech
2017 — 2018
Southeast Missouri State University - Harrison College of Business and Computing
MBA, Financial Management
Fachhochschule Schmalkalden - Germany
International Business
Southeast Missouri State University - Harrison College of Business and Computing
B.A, International Business Administration and Economics
Skills
- Budgets
- Finance
- Financial Planning
- Microsoft Office
- Corporate Finance
- Strategic Financial Planning
- Powerpoint
- Microsoft Excel
- Customer Service
- Financial Services
- Equities
- Management
- Fixed Income
- Analysis
- Access
- Investment Strategies
- Strategy
- Financial Analysis
- Credit Analysis
- Investments
- Investment Advisory
- Leadership
- Portfolio Management
- Loans
- Credit
- Financial Modeling
- Strategic Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Wealth Management
- Accounting
- Asset Management
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