Sign In
Get Clay Free →

Suggestions

    Mateo Marks

    Asset Management Professional

    Mateo Marks is a seasoned Asset Management Professional with more than 6 years of experience in creating top-down portfolios and managing assets worth over 3 billion dollars. He has consistently delivered exceptional results, achieving a +20 basis points annual alpha in the pension plan fund over the last 3 years.

    Noteworthy achievements include leading the implementation of the Black Litterman Model, enhancing investment processes, and driving an average annual return of 10.88% (USD) over the past 3 years. Mateo has also played a vital role in coaching and educating over 35 advisors to focus on client goals and provide professional advice to more than 300,000 clients.

    Mateo Marks brings a wealth of expertise to the table, having chaired the monthly Pension Plan Investment Committee as a representative of the CIO, effectively planning presentations and facilitating agenda items across various committees. His technical proficiency includes advanced skills in MS Office, Bloomberg, Python, Tableau, and Databases.

    Academically, Mateo holds a Chartered Financial Analyst (CFA) Charterholder designation, a Master's degree in Finance from Universidad de Montevideo, and a Bachelor's degree in Economics-Finance from Universidad ORT Uruguay. With previous roles at Queen's University, Pluspetrol, AFAP SURA, and Citi, Mateo Marks has demonstrated a strong background in investment analytics, research, asset management, and corporate banking.

    M
    Add to my network

    Location

    Toronto, Ontario, Canada