Online Finance Tutor Enrique



Pacific University - Economics with a specialisation in Finance - Master of Business Administration (M.B.A.)

Experienced financial professional trainer with over 90h of tutoring. Topics include Financial Maths, Equity & Fixed Instrument Valuation, Portfolio Management, Options and Corporate Finance -90% of my students passed their exams and 100% recommend me.

Recent Students: 0 Total Hours: 0 Last Online: 01 Mar 2023
All-time Students: 0 Total Classes: 0 Signed Up: 22 Jan 2023

About Me

Highly driven finance professional with 12 years of experience with a background in analysis and a passion for teaching. My experience includes equity trading, portfolio management, tutoring, training and managing a team. Expertise in financial analysis, asset management, international investment, equity trading in emerging markets and the NYSE. Fluent in English and Spanish. Have taught for over 90h and covered a variety of different topics, from financials maths to investment analysis and corporate finance at University level as well as in preparation for professional qualifications like the IMC.

Tutor Experience

Over 90h tutoring different students. Areas include:
*Asset class sessions -includes equity, fixed income, FX, derivatives
*Corporate Finance -which includes ratio analysis and project evaluation
*Investment analysis -touching on time value of money, annuities, share valuation and multiples, types of bond and their pricing, portfolio management, Markowitz Efficient Frontier, NPV, CAPM, WACC
*IMC Level -includes indexes interpretation and calculation, money-weighted rate of return, time-weighted rate of return, derivatives, risk & risk-adjusted return metrics (Sharpe Ratio, Information Ratio)
*Advance maths, including statistics and econometrics (i.e. interpreting the results of a regression for the purpose of data analysis).

All of the above includes extensive use of arithmetic and financial maths.

I have taught students at university level as well as for the IMC (professional qualification issued by the CFA UK) and I helped one person on her PhD.

I build custom presentations and also use Microsoft's whiteboard to go through different problems and guide the student to the solution.

Topic Expertise

Financial Analysis and Investments. From understanding the maths of valuation to the different asset classes and risk-adjusted returns metrics; I have helped several students improve their knowledge of these subjects!

Price: $65-75/hr

No Upfront Payments

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Tutoring Subjects

Background Checks



* I have a B.S. in economics
* M.B.A. -Degree achieved with distinction at HULT International Business School
* Chartered Financial Analyst (CFA®) - I was granted the charter February 2022
* CFA UK Level 4 Certificate in Investment Management, given to me upon completing the Investment Management Certificate (I.M.C.) qualification.


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