Jose F. Ramos Ponferrada

Jose F. Ramos Ponferrada, CFA has a diverse work experience in the financial industry. Jose F. started their career at Banco de España as an intern in the Department of Markets, Operations, and Payment Systems. During this time, they analyzed various fixed income instruments and implemented tools for tracking executive mandates.

After their internship, Jose joined A&G as a Middle Office specialist. Jose F. was responsible for receiving and inputting orders for different financial instruments, as well as sending orders to counterparties. Jose F. also monitored and controlled order execution.

Later, Jose progressed to the role of Portfolio Manager at A&G, where they managed discretionary portfolios for private and institutional clients. Jose F. also analyzed top-down and fund selection for asset allocation in profiled fund portfolios. Additionally, Jose was a member of the Asset Allocation Committee for these portfolios and provided regular reporting.

Currently, Jose holds the position of Head of Advisory and Research at A&G, where they lead the advisory team and oversees the research function. Unfortunately, specific details regarding their responsibilities in this role are not provided.

Jose F. Ramos Ponferrada, CFA completed their education at the Universidad Complutense de Madrid from 2013 to 2017, where they earned a degree in Economics with a specialization in Economic Analysis. In addition to their formal education, Jose has also obtained several certifications. In 2018, they acquired the Certificado Asesor Financiero from Analistas Financieros Internacionales. Recently, in July 2022, they obtained the Chartered Financial Analyst® (CFA) Charterholder designation from the CFA Institute. Additionally, in January 2022, they received the CESGA - Certified ESG Analyst® certification from EFFAS - The European Federation of Financial Analysts Societies.