Juan A. Boschetti
San Juan,PR
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive, and business audiences. Well-versed in cross-border lending and private debt structures.
Overview
22
22
years of professional experience
Work History
Portfolio Manager
Tradeflo LLC
San Juan, PR
07.2018 - Current
- Structure cross-border commercial finance solutions focused on Latin American SMEs
- Built and lead team of business development managers across Latin America, to access cross-border commercial lending transactions opportunities in target markets
- Develop and maintain pool of cross-border commercial lending investors (international banks, specialty finance companies, private lenders, multilateral banks, among others) worldwide (US, Europe and Asia)
- Responsible for structuring tailored cross-border commercial lending solutions
- Review and make recommendations to credit manager's teasers and credit memorandums assessing risk/mitigation factors of each cross-border commercial lending opportunity
- Coordinate process of negotiating terms and conditions financing between investors and clients
- Coordinate deals closing with borrowers, investors, attorneys, and third-party providers.
Portfolio Manager
Latitude20 Capital Partners LLC
12.2014 - 07.2018
- Managed portfolio of cross-border commercial finance loans across Latin American SMEs
- Developed, recommended and implemented credit policies and strategies to grow company's AUM
- Lead team of business development managers across Latin America, to access cross-border commercial lending transactions opportunities in target markets
- Reviewed and made recommendation to underwriters' credit memorandums assessing loan structures, risk/mitigation factors of each cross-border commercial lending transaction including but not limited to borrower, structure, country, industry, buyers and third-party providers
- Voting member of investment approval committee
- Managed loan closing process by reviewing loan documents, coordinating closing with borrowers, attorneys and third-party providers
- Managed and monitored portfolio risk, compliance, and asset allocation, maximizing risk-return.
Director
International Investment Group LLC
06.2012 - 12.2014
- Alternative asset manager company providing cross-border commercial finance solutions across Latin American SMEs
- Assisted the structuring, negotiation and execution of cross-border commercial lending transactions across Latin America
- Prepared credit memorandums assessing loan structures, risk/mitigation factors of each cross-border commercial lending transaction including but not limited to borrower, structure, country, industry, buyers and third-party providers
- Made presentations to credit committee and the board of directors for credit approval
- Assisted loan closing process by reviewing loan documents, coordinating closing with borrowers, attorneys, third party providers
- Assisted monitoring portfolio risk and compliance, and asset allocation, maximizing risk/return
- Trained and reviewed junior underwriters credit analysis.
Analyst
Bank of Tokyo Mitsubishi UFJ
05.2008 - 05.2012
- 5th largest bank in world as of 2020
- Supported its investment banking initiatives related to cross-border commercial lending solutions for Latin America's largest companies
- Prepared credit memorandums assessing risk and mitigation factors of cross-border commercial lending structures for risk department and upper management
- Enlisted banks to join in club deals
- Liaised between in-house and external lawyers to prepare facilities agreements
- Reviewed legal documents to confirmed that bank's approved terms and conditions were accurately expressed in credit agreements
- Ensured that booked transactions followed local regulatory requirements and bank's policies
- Liaised with operational areas to ensure deal booking accuracy and timely execution
- Monitored cross-border commercial lending transactions security packages to ensure that collateral was perfected and within agreed coverage ratios
- Produced periodical managerial reports on the cross-border commercial lending portfolio based on performance and internal requirements.
International Trade Relationship Officer
Banco Bilbao Vizcaya Argentaria
01.2002 - 04.2008
- 6th largest bank in Latin America
- Supported its cross-border commercial lending initiatives in Puerto Rico
- Supported relationship managers with cross-border commercial lending solutions technical knowledge during clients' on-site visits
- Provided support to operational and administrative areas to ensure delivery of services
- Developed and delivered statistical reports and recommendations to upper management
- Developed new solutions to cross-border commercial lending product portfolio
- Developed training material and facilitated training for bank's sales force
Management Trainee
Banco Bilbao Vizcaya Argentaria
01.2001 - 01.2002
- Rotated through key business units, developed comprehensive understanding of branch-based operations and credit analysis, and acquired leadership skills to transition to managerial positions.
Education
Master of Science - International Finance and Trade
University of Barcelona
Barcelona, Spain2004
BBA - Finance
Inter-American University
San Juan, Puerto Rico1998
Skills
- Business Development
- Strategic and Financial Planning
- Customer Portfolio Management
- Analyzing Investment Opportunities
- Cross-border lending underwriting
- Private debt structures
- Relationship building and management
Languages
Spanish
Native language
English
Proficient
C2
Portuguese
Upper intermediate
B2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
If you really look closely, most overnight successes took a long time.
Steve Jobs
Timeline
Portfolio Manager
Tradeflo LLC
07.2018 - Current
Portfolio Manager
Latitude20 Capital Partners LLC
12.2014 - 07.2018
Director
International Investment Group LLC
06.2012 - 12.2014
Analyst
Bank of Tokyo Mitsubishi UFJ
05.2008 - 05.2012
International Trade Relationship Officer
Banco Bilbao Vizcaya Argentaria
01.2002 - 04.2008
Management Trainee
Banco Bilbao Vizcaya Argentaria
01.2001 - 01.2002
Master of Science - International Finance and Trade
University of Barcelona
BBA - Finance
Inter-American University
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