Juan David Gomez E.
London,UK
Summary
Results-oriented Portfolio Analytics Specialist skilled in performance analysis and ESG integration. Utilized FactSet, eVestment, MSCI ESG, and Excel to enhance client trust and support AUM growth. Fostered cross-functional collaboration, creating engaging narratives that increased stakeholder engagement. Delivered impactful, data-driven content for institutional investors.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Portfolio Analytics Specialist
Fisher Investments Europe
London
01.2025 - Current
- Delivered accurate performance attribution and investment analysis, reinforcing client trust and enhancing sales discussions.
- Produced macro-driven portfolio content to provide sales and client teams with compelling narratives for institutional investors.
- Utilized analytical platforms to generate rigorous, data-driven content that supports persuasive sales materials.
- Prepared comprehensive reports on investment performance and market analysis, enhancing clarity for stakeholders.
- Created charts and automated performance calculations in Excel, streamlining report production and ensuring timely updates with Data & Reporting team.
- Collaborated across departments to align messaging, improving pitch effectiveness and supporting AUM growth.
- Contributed to RFP success by supplying impactful, data-rich content that differentiates the firm’s investment strategies.
- Built customized investment narratives aligned with client objectives through analysis of performance metrics, boosting engagement and conversions.
- Integrated ESG insights into client reports, addressing evolving client priorities and enhancing the firm's sustainable investing positioning.
- Engaged in cross-functional projects to improve operational efficiency within the firm.
Portfolio Analytics Associate
Fisher Investments Europe
London
10.2023 - 12.2024
- Produced timely capital markets commentary to support Sales with data-driven narratives.
- Built persuasive arguments for the investment process through collaborative research bolstering confidence among clients and prospects.
- Created investor-focused materials on current events and portfolio positioning, reinforcing the firm's thought leadership and value in active management.
- Acquired in-depth knowledge of firm’s investment strategies, enabling tailored insights for client discussions.
Institutional Client Operations Specialist
Fisher Investments Europe
London
01.2022 - 09.2023
- Served as subject matter expert on institutional UCITS funds and separate managed accounts, providing guidance to internal teams and clients.
- Executed large UK/EU client transactions with precision and compliance.
- Coordinated with custodians to ensure timely settlements and precise reporting.
- Streamlined institutional account onboarding process via Salesforce and internal platforms, enhancing client transition experience.
- Coordinated project timelines and deliverables for cross-functional teams.
Client Services Investments Associate
Fisher Investments Europe
London
10.2019 - 12.2021
- Built relationships with Sales Representatives and Investment Counsellors through effective support of operational and administrative requests.
- Managed client communication via phone and email to address inquiries and resolve service issues.
- Onboarded new clients and accounts, coordinated with custodians, and processed additions and withdrawals to ensure seamless account setup.
- Used Morningstar to analyse prospective clients’ portfolios and generate detailed investment reports.
- Assisted with KYC and compliance processes by collaborating with Quality Control and Compliance teams.
- Trained and mentored new team members, enhancing team capabilities and ensuring consistent service delivery.
Front of House Receptionist
Malmaison Hotel
01.2016 - 12.2019
Private Events Assistant
The Charterhouse
01.2015 - 12.2018
Private Events Bartender
Home House
01.2014 - 12.2016
Education
Bachelor of Arts - Business Management & Economics
University of Westminster
London01.2018
BTEC Level 3 National Extended Diploma - Business & Enterprise
Westminster Kingsway College
London01.2015
Skills
- FactSet
- eVestment Analytics
- Morningstar Direct
- MSCI ESG Manager & Barra One
- SS&C Systems (Vision)
- Excel & VBA
- Salesforce CRM
- Portfolio attribution analysis
- Performance analysis
- ESG integration
- Risk metrics
- Quantitative research
- Data visualization
- Benchmark comparison
- Cross-functional collaboration
- Client reporting
- Process optimization
- Compliance and regulatory understanding
- AUM growth support
- Coaching and mentoring
Accomplishments
- Produced insightful capital markets analysis that strengthened sales representatives’ pitches, directly supporting new client acquisition and driving millions in additional institutional AUM.
- Creating several charts and performance calculation automations, streamlining the portfolio analytics team processes.
- Helped secure 50% of Spanish new AUM in 2021 by supporting top-performing sales reps.
- Mentored 5 associates who progressed into client-facing and senior support roles.
- Achieved First-Class Honours with a top-grade dissertation on macroeconomic impacts.
Core Competencies
FactSet, eVestment, Morningstar Direct, MSCI ESG Manager, Barra One, SS&C Systems (Vision), Excel, Salesforce CRM, Portfolio Attribution Analysis, Performance Measurement, ESG Integration, Risk Metrics (e.g., tracking error, beta, alpha, information/sharpe ratio), Asset Allocation, Quantitative Research, Data Visualisation, Benchmark Comparison, Cross-functional Collaboration, Client Reporting, Institutional Client Engagement, Compliance, Regulatory Understanding, Operations, AUM growth support
Personal Information
Hobbies: Investments, Trading, Macroeconomics, Blockchain, Football & Sports, Travelling
Languages
English
Full Professional
Spanish
Native/ Bilingual
Certification
FactSet Essentials
Timeline
Portfolio Analytics Specialist
Fisher Investments Europe
01.2025 - Current
Portfolio Analytics Associate
Fisher Investments Europe
10.2023 - 12.2024
Institutional Client Operations Specialist
Fisher Investments Europe
01.2022 - 09.2023
Client Services Investments Associate
Fisher Investments Europe
10.2019 - 12.2021
Front of House Receptionist
Malmaison Hotel
01.2016 - 12.2019
Private Events Assistant
The Charterhouse
01.2015 - 12.2018
Private Events Bartender
Home House
01.2014 - 12.2016
Bachelor of Arts - Business Management & Economics
University of Westminster
BTEC Level 3 National Extended Diploma - Business & Enterprise
Westminster Kingsway College