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About
Jorge Perez is an Equity Research Analyst at GMT Capital Corp, based in Atlanta, GA. In this role, he is responsible for conducting in-depth equity research and providing actionable investment recommendations, focusing particularly on listed equities across multiple sectors for GMT Capital's investment strategies.
Throughout his tenure at GMT Capital, Perez has held several positions, including Vice President of Trading and Portfolio Analytics and Trader, demonstrating broad expertise in equity markets, trading strategies, and portfolio analytics. His analytical insights span sectors such as technology, industrials, and financials, with emphasis on publicly traded equities and related asset classes, leveraging his extensive quantitative and qualitative research skills.
Perez holds an MBA from Emory University's Goizueta Business School, a Master of Science in Finance from Georgia State University, and additional postgraduate training in finance and accounting from Universidad EAFIT and Universidad Escuela de Administración y Finanzas y Tecnologías. His educational background underpins his expertise in portfolio management and strategic investment analysis, contributing significantly to GMT Capital's research-driven investment approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GMT Capital | Equity Research Analyst | Sep 2022 to Present | • Generalist with experience in formulating investment strategies, covering different industries and performing fundamental analysis of individual companies. • Conduct in-depth research on potential i... |
| GMT Capital | Vice President Trading | Jan 2022 to Oct 2022 | — |
| GMT Capital | Portfolio Analytics and Trader | Oct 2017 to Jan 2022 | • Cash and synthetic equities trading across all industries in North America, Europe, Asia and Latin America. • Implemented screens for stock picking focused on both fundamental and technical factors.... |
| State Street | Senior Associate | Mar 2017 to Oct 2017 | • Reviewed financial statements, footnotes, assisted accounting managers in calculating management and performance fees. • Relationship with clients, auditors, lawyers, and banking personnel. • Traini... |
| BTG Pactual | Fund Associate | Feb 2015 to Mar 2017 | • Developed a tool that automated the investor reporting package, saving 99% of the time (Approx. 100 hours per quarter). • Redesigned the performance calculation procedures, including the creation of... |
| BTG Pactual | Lead Associate | Aug 2013 to Feb 2015 | • Lead Analyst for the “Change the Bank” team of the Asset Management Department. • Created a tool to manage taxes for the investments’ trusts, allowing the company to launch this product. • Developed... |
| BTG Pactual | Reporting Analyst, Fund Administration | Dec 2011 to Aug 2013 | • Developed model for validation of fixed income prices. • Reporting of portfolio positioning, performance, and risk for discretionary managed accounts. • Support portfolio managers updating asset all... |
Education
Emory University - Goizueta Business School
Master of Business Administration - MBA
2021 — 2023
Georgia State University
Master of Science - MS, Finance, General
2017 — 2018
Universidad Escuela de Administración y Finanzas y Tecnologías
Postgraduate Degree, Finance, General
2013 — 2014
Universidad EAFIT
Accounting, Finance concentration, Accounting and Finance
2008 — 2012
Others at GMT Capital Corp. (10)
| Name | Role | Location |
|---|---|---|
I Iryna Gamble | Vice President, Corporate Controller | Atlanta, GA , United States |
 | Portfolio Manager | Atlanta, GA , United States |
J Joe Mathias | analyst | Atlanta, GA , United States |
M Mark Agah | Portfolio Manager | Atlanta, GA , United States |
 | Healthcare Analyst | Marietta, GA , United States |
 | Portfolio Manager | Epping, NSW, Australia |
T Thomas Calzia | Equity Portfolio Manager | London, United Kingdom |
T Tom Claugus | President | Atlanta, GA , United States |
C Chris Durantes | analyst | United States |
P Peter Welch | VP | Atlanta, GA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Senior Analyst | Masters Capital Management LLC | Atlanta, GA , United States |
M Marc Bosworth | Senior Research Analyst | Masters Capital Management LLC | Atlanta, GA , United States |
