Emily D. Torrez
Castle Rock,CO
Summary
Results-driven International Equity Analyst with a proven track record at Charles Schwab, specializing in manager research and portfolio management. Expert in cross-team collaboration and research proficiency, I have significantly contributed to investment strategy success. Skilled in communication, I excel in transforming complex research findings into actionable investment insights.
Overview
6
6
years of professional experience
Work History
International Equity Analyst
Charles Schwab
Lone Tree, CO
03.2024 - Current
- Conducts in-depth manager research with a focus on active international equity and emerging market strategies
- Monitored performance of existing investments and made recommendations for changes when necessary.
- Oversees external manager relationships
- Identifies and recommends the selection of new managers
- Contributes to portfolio management discussion by providing insight on international and emerging market managers
Associate Analyst
Charles Schwab
Lone Tree, CO
04.2021 - 03.2024
- Created detailed presentations to communicate research outcomes.
- Provided support in the implementation of new processes and procedures
- Conducted manager review calls to drive meaningful discussions.
- Collaborated effectively with portfolio management teams, translating research findings into actionable recommendations for investment purposes
Sr. Fixed Income Specialist
Charles Schwab
Austin, TX
07.2018 - 04.2021
- Provided advice tailored to client portfolios.
- Executed trades and organized external investments at Schwab.
- Analyzed and discussed market and economic activity with clients
- Comprehensive knowledge of investments, tax laws and regulatory frameworks.
- Delivered exceptional service to high-net-worth clients.
- Guided clients in executing investment strategies to reach financial objectives.
Education
BBA - Finance, Economics
Texas State University
San Marcos, TX05.2018
Skills
- Communication Skills
- Relationship Management
- Cross-Team Collaboration
- Research proficiency
- Proficient in Microsoft Suite
- Problem-solving abilities
Timeline
International Equity Analyst
Charles Schwab
03.2024 - Current
Associate Analyst
Charles Schwab
04.2021 - 03.2024
Sr. Fixed Income Specialist
Charles Schwab
07.2018 - 04.2021
BBA - Finance, Economics
Texas State University
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