José Ángel Soria Sánchez

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Assisting them in choosing the most appropriate fund solution. • Monitoring and assessing the performance of third-party fund managers, through quantitative analysis of historical performance and market exposures. • Assessing and meeting with fund managers to understand their investment strategy, portfolio construction and positioning. • Guiding clients through the risk profiling process to ensure the chosen portfolio meets their risk profile. • Providing financial planning to existing and new affluent clients, whilst ensuring and meeting their medium- and long-term goals. • Generating risk analysis for senior management and developing and maintaining risk management and investment tools [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => mediolanum-bank-barcelona [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:46:24 [post_modified_gmt] => 2019-02-28 14:46:24 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6301 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => 2010 ) [2] => WP_Post Object ( [ID] => 6255 [post_author] => 12 [post_date] => 2019-02-26 14:23:01 [post_date_gmt] => 2019-02-26 14:23:01 [post_content] => [post_title] => Licenciado en Derecho - Universidad Complutense Madrid [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => licenciado-derecho-universidad-complutense-madrid [to_ping] => [pinged] => [post_modified] => 2019-02-26 14:23:01 [post_modified_gmt] => 2019-02-26 14:23:01 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6255 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => 2002 ) [3] => WP_Post Object ( [ID] => 6298 [post_author] => 12 [post_date] => 2019-02-28 14:44:19 [post_date_gmt] => 2019-02-28 14:44:19 [post_content] => [post_title] => SORIA CAPITAL - Mallorca, Spain [post_excerpt] => Real Estate development company selling commercial and private land and properties in Spain. Managing relationships with both external and internal counterparties across Spain contributing greatly to developing the firm’s regional investment strategy • Preparing and issuing monthly reports as well as providing input to progress reports and presentations. • Conducting “what if” schedule studies and providing independent time impact analysis for proposed schedule revisions and changes. • Managing the financial aspects of engagements by organizing, tracking fees and communicating issues to architects and engineers. • Directing land acquisition negotiations, with private and institutional clients as well as decision making capability in starting up new property developments. • Preparing periodic reports on the performance of real estate investments of the Company as compared to the market value of real estate investment portfolio. 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New York University [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => futures-and-option-risk-management-new-york-university [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:12:16 [post_modified_gmt] => 2019-02-28 14:12:16 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6277 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => 1997 ) [9] => WP_Post Object ( [ID] => 6279 [post_author] => 12 [post_date] => 2019-02-28 14:13:41 [post_date_gmt] => 2019-02-28 14:13:41 [post_content] => [post_title] => Bachelor’s in business administration, International Business and Finance - Hofstra University, Zarb School of Business, New York [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => bachelors-in-business-administration-international-business-and-finance-hofstra-university-zarb-school-of-business-new-york [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:13:41 [post_modified_gmt] => 2019-02-28 14:13:41 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6279 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => 1994 ) [10] => WP_Post Object ( [ID] => 6282 [post_author] => 12 [post_date] => 2019-02-28 14:15:41 [post_date_gmt] => 2019-02-28 14:15:41 [post_content] => [post_title] => Abogados de Familia [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => abogados-de-familia [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:15:41 [post_modified_gmt] => 2019-02-28 14:15:41 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6282 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => ) [11] => WP_Post Object ( [ID] => 6286 [post_author] => 12 [post_date] => 2019-02-28 14:17:37 [post_date_gmt] => 2019-02-28 14:17:37 [post_content] => [post_title] => Islas Baleares BAR Association [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => islas-baleares-bar-association [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:17:37 [post_modified_gmt] => 2019-02-28 14:17:37 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6286 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => ) [12] => WP_Post Object ( [ID] => 6284 [post_author] => 12 [post_date] => 2019-02-28 14:16:17 [post_date_gmt] => 2019-02-28 14:16:17 [post_content] => [post_title] => Madrid BAR Association [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => closed [post_password] => [post_name] => madrid-bar-association [to_ping] => [pinged] => [post_modified] => 2019-02-28 14:16:17 [post_modified_gmt] => 2019-02-28 14:16:17 [post_content_filtered] => [post_parent] => 0 [guid] => https://lawyoulegal.com/?post_type=experience&p=6284 [menu_order] => 0 [post_type] => experience [post_mime_type] => [comment_count] => 0 [filter] => raw [main_date] => ) )