About
Juan Carracedo is an Investment Analyst at Penn Mutual Asset Management, LLC, based in Atlanta, Georgia. In his current role, he is responsible for supporting the firm's investment strategies through research, analysis, and portfolio management activities. His focus includes evaluating opportunities across various asset classes, although specific sectors or asset classes covered are not publicly detailed in available sources.
Before joining Penn Mutual Asset Management in July 2021, Carracedo worked as a Business Development Assistant at Malpaso Ediciones, where he supported client relations and business growth initiatives. He is also noted to have a position at Regions Bank, although the exact responsibilities and timeline remain unclear in public records.
Carracedo holds a Master’s degree in Financial Analysis from the Fox School of Business at Temple University and an MBA as well as a Bachelor of Science in Finance from Anderson University (SC). His expertise covers financial analysis and investment research, supporting institutional portfolio management and contributing to the assessment of both public and private market opportunities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Mutual Asset Management, LLC | Investment Analyst | Jul 2021 to Present | • Provided quantitative analysis and portfolio analytics on client portfolios
• Supported the firm's quantitative infrastructure
• Performed top-down market analysis and applied findings through inter... |
| Regions Bank | Unknown to Present | — | |
| Malpaso Ediciones | Business Development Assistant | Jun 2020 to Sep 2020 | •Performed technical analysis of big pharma industry using Bloomberg terminal to assess supply chain insights of pharmaceutical companies
•Conducted research and recommended new partnerships to shelt... |
| Anderson University (SC) | Graduate Student Assistant | Aug 2018 to May 2020 | •Coached women’s tennis team to one of its best seasons starts by recruiting and mentoring them throughout college on and off practice
•Controlled social media for men’s and women’s tennis teams |
| American Cancer Society | Marketing Strategy and Planning Intern | Aug 2019 to Nov 2019 | •Conducted research analysis, audits, and projects along with business data analytics department
•Contributed to the development of campaigns and fundraisers for Relay for Life based on the research ... |
| Anderson University (SC) | Economics, Finance, and Statistics Tutor | Aug 2014 to May 2017 | Tutored Struggling students in the area of Economics and Finance |
| Anderson University (SC) | International Program Embassador | May 2014 to May 2017 | I was responsible for the orientation of new students. I helped finish a project for homeland security. |
| Anderson University (SC) | Student Athlete | Aug 2013 to May 2017 | Captain of the Men’s varsity tennis team at Anderson University. |
| Prestwick Country Club | Summer Intern | May 2016 to Aug 2016 | Assisted coaches in and off the court. Managed schedules and maintenance staff. |
| Carracedo Cea Inmobiliaria | Business Analytics Intern | Jun 2018 to Aug 2018 | •Created market forecasts, sales, and marketing campaigns on zonaprop.com.ar
•Increased attendance of open houses by 23% through adjusting advertising campaigns to match segmented market
•Brought two ... |
| Playmakers Academy | Assistant Coach | Jun 2017 to May 2018 | •Planned and developed individual training sessions for each player in the program to help them meet their long and short term goals
•Developed a recruiting system to bring new young players
•Assiste... |
Education
Fox School of Business at Temple University
Master's degree, Financial Analysis
2020 — 2021
Anderson University (SC)
Master of Business Administration - MBA
2018 — 2020
Anderson University (SC)
Bachelor of Science (B.S.), Finance, General
2013 — 2017
Skills & Expertise
Others at Penn Mutual Asset Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Philadelphia, PA , United States | |
G Grace Ogden | Investment Analyst | Philadelphia, PA , United States |
| Portfolio Manager | Malvern, PA , United States | |
| Chief Investment Officer | Horsham, PA , United States | |
A Afton Schikore | Investment Analyst | Jacksonville, FL , United States |
G Greg Zappin | Portfolio Manager | Spring House, PA , United States |