Ignacio Ramirez Moreno, CFA

Ignacio Ramirez Moreno, CFA Ignacio Ramirez Moreno, CFA ist Influencer:in

Finance nerd 🤓 | Host of The Blunt Dollar Podcast 🎙️ | Investment Week 15 Industry Talents 🏆 | Posts daily about financial markets 📈

Genf, Genf, Schweiz
66.101 Follower:innen 500+ Kontakte

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Info

I’m a fixed income advisor by day, a finance nerd by nature, and someone who genuinely loves making complex stuff easier to understand.

I’ve spent the last decade and a half working with three large private banks in Switzerland, helping clients navigate bond markets, portfolio strategy, and global macroeconomic shifts. From building fixed income advisory platforms to advising ultra-high-net-worth clients globally, I’ve been lucky to work at the intersection of markets and people.

But there’s more to me than bonds.

I host The Blunt Dollar, a weekly podcast where I get to ask big questions to some of the smartest minds in finance. We delve into the human side of money, exploring the stories behind the strategies and what truly drives decisions in this industry.

I also teach finance courses, speak at industry events, and jump into creative side projects whenever I can. I believe finance doesn’t have to be dry or intimidating. It can be personal, curious, even fun if you tell it right. 💖

I’m especially fascinated by how AI is changing the game in finance, not just in portfolio construction and research, but in how we tell stories with data. I’m always exploring where human judgment and machine intelligence can work together.

Originally from Spain, I now live in Switzerland, having called eight countries home. I’m a CFA charterholder and hold two Master’s degrees. However, what really drives me is learning something new and sharing it in a way that sticks.

If you want to chat markets, fixed income, content creation, or throw around some random finance ideas, my DMs are always open.

P.S. I post daily about markets and all the weird and wonderful stuff happening in finance. If you're into money with a personality, hit follow. Expect charts, takes, and plenty of emojis along the way. 💸💪🔥

Artikel von Ignacio Ramirez Moreno, CFA

Aktivitäten

Berufserfahrung

  • Private Bank (Switzerland) Grafik

    Fixed Income Advisor

    Private Bank (Switzerland)

    –Heute 7 Jahre 7 Monate

    Geneva, Canton of Geneva, Switzerland

  • ISFB - Institut Supérieur de Formation Bancaire Grafik

    Finance Lecturer

    ISFB - Institut Supérieur de Formation Bancaire

    –Heute 1 Jahr 1 Monat

    Geneva, Switzerland

    • I teach fixed income fundamentals and portfolio construction at ISFB as part of the Investment Advisor Certificate program.

  • BNP Paribas Wealth Management Grafik

    Fixed Income Advisor

    BNP Paribas Wealth Management

    – 2 Jahre 8 Monate

    Geneva Area, Switzerland

    • Headed Switzerland’s Fixed Income Advisory Desk offering and product development
    • Responsible for the active coverage of the Emerging Markets debt book exposure of Switzerland, Luxembourg and Monaco
    • Permanent speaker of the “Weekly Investment Ideas” presentation, exposing to the Swiss Front Office the latest views and recommendations of the Fixed Income Advisory Desk
    • Trained regularly the Swiss Front Office on Fixed Income concepts in the context of an initiative to award…

    • Headed Switzerland’s Fixed Income Advisory Desk offering and product development
    • Responsible for the active coverage of the Emerging Markets debt book exposure of Switzerland, Luxembourg and Monaco
    • Permanent speaker of the “Weekly Investment Ideas” presentation, exposing to the Swiss Front Office the latest views and recommendations of the Fixed Income Advisory Desk
    • Trained regularly the Swiss Front Office on Fixed Income concepts in the context of an initiative to award internal diplomas to Relationship Managers and Investment Counselors
    • Collaborated with the Paris-based Global Fixed Income Advisory Desk in order to shape the investment strategy of the group, enhance client engagement and comply with existing and upcoming regulations

  • HSBC Private Bank

    HSBC Private Bank

    3 Jahre 7 Monate

    • HSBC Private Bank Grafik

      Emerging Markets Investment Advisor

      HSBC Private Bank

      – 2 Jahre 6 Monate

      Geneva, Switzerland

      • Managed actively standard and bespoke Emerging Markets Fixed Income advisory portfolios for clients based worldwide
      • Engineered and monitored the bank's Emerging Markets fixed income product offering, specializing in hard currency debt
      • Contributed to the generation of tactical and strategic investment ideas across asset classes
      • Participated in the Emerging Markets fixed income committee shaping the investment strategy of HSBC Private Bank
      • Presented to ultra-high net worth…

      • Managed actively standard and bespoke Emerging Markets Fixed Income advisory portfolios for clients based worldwide
      • Engineered and monitored the bank's Emerging Markets fixed income product offering, specializing in hard currency debt
      • Contributed to the generation of tactical and strategic investment ideas across asset classes
      • Participated in the Emerging Markets fixed income committee shaping the investment strategy of HSBC Private Bank
      • Presented to ultra-high net worth individuals, institutional clients and within the bank on current market conditions and trade ideas
      • Responsible for preparing and distributing on a daily basis the Emerging Markets Advisory Desk publications (e.g. outlooks, bond lists, new issues analysis, corporate actions, country/company ad hoc notes)

    • HSBC Private Bank Grafik

      Business Risk and Control Management - Graduate Analyst

      HSBC Private Bank

      – 4 Monaten

      Geneva, Switzerland

      • Measured portfolio risk indicators and implemented remediation action plans
      • Prepared material for the “Sales Quality Standards” HSBC training program and provided support in the process of granting internal structured products licenses

    • HSBC Private Bank Grafik

      Investment Advisory Latin America and Europe - Graduate Analyst

      HSBC Private Bank

      – 9 Monaten

      Geneva, Switzerland

      • Supported Investment Advisors by reviewing client accounts and proposing changes in their holdings in line with the bank’s views across asset classes
      • Created an interactive platform that filters HSBC’s selected bond universe and generates tailor-made lists

  • HSBC Private Bank Grafik

    Relationship Management Latin America - Summer Analyst

    HSBC Private Bank

    – 4 Monaten

    London, United Kingdom

    • Backed relationship managers in order to meet ultra-high net worth individuals’ requirements
    • Performed an exploratory study on how the U.S. Foreign Account Tax Compliance Act regulation would impact HSBC Private Bank and its activities from 2011 onwards

  • Country Manager Spain & France

    Praetorian Capital

    – 7 Monaten

    Copenhagen Area, Denmark

    • Assisted Spanish and French publicly listed companies to raise capital through private placements
    • Managed process from initial company screening until terms sheet signature

  • Opinno Grafik

    Summer Analyst

    Opinno

    – 3 Monaten

    San Francisco Bay Area

    • Evaluated business plans and technology feasibility proposals of Spanish start-ups seeking to obtain private equity and business angels funding
    • Contributed to the management of the MIT Technology Review magazine in its Spanish version overseeing both its content and the management of its partners

Ausbildung

Bescheinigungen und Zertifikate

Kenntnisse und Fähigkeiten

Auszeichnungen/Preise

  • Fintech Startup Weekend Geneva: first place

    -

  • GCMS Trading Competition 2011: Nordic regional finalist

    -

  • KPMG International Case Competition 2011: Denmark’s national finalist

    -

  • L’Oréal Brandstorm Competition 2011: Scandinavian regional finalist (third prize)

    -

Prüfungsergebnisse

  • TOEFL English Exam

    Prüfungsergebnis: 113/120

Sprachen

  • Spanish

    Muttersprache oder zweisprachig

  • French

    Muttersprache oder zweisprachig

  • English

    Muttersprache oder zweisprachig

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