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Juan Carracedo

Juan Carracedo

Investment Analyst at Penn Mutual Asset Management, LLC

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Penn Mutual Asset Management, LLCInvestment AnalystJul 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 BankUnknown to Present
Malpaso EdicionesBusiness Development AssistantJun 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 AssistantAug 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 SocietyMarketing Strategy and Planning InternAug 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 TutorAug 2014 to May 2017
Tutored Struggling students in the area of Economics and Finance
Anderson University (SC)International Program EmbassadorMay 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 AthleteAug 2013 to May 2017
Captain of the Men’s varsity tennis team at Anderson University.
Prestwick Country ClubSummer InternMay 2016 to Aug 2016
Assisted coaches in and off the court. Managed schedules and maintenance staff.
Carracedo Cea InmobiliariaBusiness Analytics InternJun 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 AcademyAssistant CoachJun 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

Futures Trading
Securities
Derivatives Trading
Portfolio Performance Analysis
Fixed Income Portfolio Management
Portfolio Risk Management
Investment Strategies
Investment Research
Fixed-Income Investing
Financial Analysis
Leadership
Business Ethics
Investments
Event Planning
Financial Reporting
Portfolio Management
Risk Analysis
Equity Research
Equity Trading
Research
Finance
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
PowerPoint
Tableau
Python (Programming Language)
Bloomberg Terminal
Customer Service
Team Leadership
Team Building
Problem Solving
Presentation Skills
Teamwork
English
Spanish
Options Strategies
Option Pricing Models
DCF Valuation
Stock Valuation
Brazilian Portuguese
Big Data
Business Intelligence (BI)
Data Analysis
Data Visualization
Web Analytics
RStudio
Statistical Data Analysis
Data Wrangling
R (Programming Language)

Others at Penn Mutual Asset Management, LLC (6)

NameRoleLocation
Brendan Boken
Brendan Boken
Investment AnalystPhiladelphia, PA , United States
G
Grace Ogden
Investment AnalystPhiladelphia, PA , United States
Hong Mu
Hong Mu
Portfolio ManagerMalvern, PA , United States
Mark Heppenstall
Mark Heppenstall
Chief Investment OfficerHorsham, PA , United States
A
Afton Schikore
Investment AnalystJacksonville, FL , United States
G
Greg Zappin
Portfolio ManagerSpring House, PA , United States