Victor Pelaez
Provide solutions to optimize your business | Account Manager | Treasury | Alternative Investments
- Role
- Account Manager at SS&C Eze
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Victor Pelaez
I am an experienced Financial Services professional with 15+ years of experience focusing on Account/Relationship Management, Securities Services, Treasury, and Financial Analysis. I have managed relationships of some of the largest Hedge Funds and Asset Managers. In my last role, I oversaw 13 institutional client relationships as a Securities Services / Treasury Account Manager in the Insurance, Banks and Government Sponsored Entities segments with over $100+ billion of assets under custody. I have an impeccable track record developing client relationships by understanding their needs, proposing solutions and providing white glove service. Throughout my career, I have continued pursuing industry knowledge in Treasury, Financial Analysis and Alternative Investments to better service my clients and personal interest/ growth. I have successfully completed the following globally recognized certifications. Chartered Alternative Investment Analyst (CAIA) certification is a two part exam- Level 1 concentrates on the fundamentals of Alternative Investments, understanding the different asset classes - Real Assets, Private Equity, Structured Products, and Statistical / Quantitative techniques used to evaluate risk return - Level 2 focuses on more advanced concepts of Alternative Investments, Institutional Owners and their Investment Policies, Risk Management, Due Diligence, Portfolio Management and Investment Strategies. Certified Treasury Professional (CTP) certification measures knowledge in Treasury Operations, Working Capital / Liquidity Management, Treasury Capital Markets and Risk Management Financial Modeling & Valuation Analyst (FMVA) certification emphasizes the construction of financial models to make future business decisions, analyzing financial statements and creating financial dashboards. Currently, working on freshening up my excel skills and learning SQL I look forward to connecting regarding opportunities in Treasury, Alternative Investments and Financial Analysis. Please contact me via LinkedIn or send an email to v••••••••@gmail.com Open for relocation
Experience
Account Manager
May 2023 — Present · NY, US
Education
Stony Brook University
Economics, Business Management
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