Maria Jose Martinez

Portfolio & Investment Management Leader | Independent Consulting @Independent Consultant

Financial AnalystCompliance OfficerPortfolio ManagerConsultingFinanceFinancial PlannerBusiness AnalystAdvisorCustomer Researcher

Customer-focused management professional with over 20 years of experience in both sell-side and buy-side financial markets. As a senior portfolio manager knowledgeable in detailed data analysis of multi-asset investment strategies and risk monitoring, I have attained a reputation for 100% compliance while continuously meeting client goals. As a critical-thinking investment leader, I focus on best practices for mutual fund selection incorporating the tangibles and intangibles of People, Process, Philosophy, Portfolio, Performance, Passion, Perspective, Purpose, and Progress to deliver success for my clients. Strengths: financial services, relationship building, and management, in-house analysis, single or multi-family offices, or the buy-side of the market. I am fluent in Native Spanish, English, and French.

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