Enrique Marcilio Fuentes

Experience

• 

  Stratiphy

  Investment Manager

  Mar 2023 - Present

  Stratiphy - London-based fintech building personalised, AI-driven investment strategies and tools for retail investors.

  • Co-led the AI team to design, test and optimise machine-learning algorithms for systematic strategies, improving risk-adjusted returns.
  • Designed multi-factor investment strategies using technical and fundamental analysis; responsible for stock and ETF selection.
  • Built customised benchmark indices to compare strategy performance across regions and methodologies.
  • Collaborated with developers on data validation and backtest/implementation testing to ensure algorithm accuracy and execution integrity.
  • Authored market commentary and client-facing content on bank failures, system confidence and credit crises to inform and engage users.
  • Developed the company ESG policy and contributed to regulatory/compliance frameworks for investment products.
  • Co-secured grant funding for AI trustworthiness initiatives and supported performance analytics and risk attribution.

• Freelance

  Private Finance Tutor

  Mar 2018 - Present

  • Tutoring on a variety of financial subjects at master & university levels. I have taught over 90h to students from different universities; these include Liverpool, Westminster, and UCL.
  • Subjects taught comprise of:
  • Financial maths
  • Equity Instrument Valuation
  • Fixed Instrument Valuation
  • Modern Portfolio Theory (MPT)
  • Corporate finance and Ratio Analysis
  • Options, Forward, Futures and Swaps
  • Further to university level I have also tutored students for the IMC qualification and have served as Ph.D. adviser.

• Freelance

  Independent Financial Journalist

  Jan 2016 - Present

  • Wrote a variety of Finance related articles for the general public to inspire critical thinking and learning.
  • Posted via Murano's LinkedIn and shared by myself:
  • "$terling: Road to Parity?"
  • Link here: https://www.linkedin.com/posts/enriquemarcilio_research-gbp-truss-activity-6988091331478700032-2jEJ?utm_source=share&utm_medium=member_desktop
  • Posted Directly on my LinkedIn profile:
  • "Long March for May…"
  • "The dynamics of A.I. - from the news to your bank account"
  • "Fill or Kill - From Trump to Brexit"
  • "BASIC Financial Management"
  • "Is another QE headed our way? Let’s make Phillips finish the story..."
  • "The January Barometer and 2016...the rule of thumb"
  • "What 2016 might bring"
• 

  Murano

  Institutional Research & Capital Introduction Manager

  Aug 2019 - Jan 2023

  • Company dedicated to making connections between institutional allocators and funds operating across different markets (Public and Private) covering a diverse group of strategies.
  • I am part of the Senior Leadership Team. Main responsibilities expand over 4 verticals:
  • (1) Client Relationship -Senior Relationship manager. I oversee the relationship with selected Hedge Funds and Long Only funds covering different geographies and asset classes.
  • (2) Developing Personnel - This includes:
  • Training every new analyst that joins the firm as well as helping them understand how to approach different institutional investors. Training includes several asset classes (e.g. Equity, Fixed Income, FX, Derivatives, Real Assets) and investment Strategies (e.g. Long Only, Long Short, Managed Futures, Event-Driven).
  • Creating and updating relevant training material
  • (3) Co-managing the entire team with the head of the department -The team consists of close to 20 different analysts across 4 teams covering different regions. This includes a constant quality control element which entails assessing our calls and written reports.
  • (4) Hiring new Personnel -Part of the team that assesses new hires. Here, I created a process to evaluate candidates on relevant and comparable conditions.
  • Outcomes:
  • Dealt with several high-priority customer queries and maintained the relationship accordingly
  • Trained over 60 financial professionals
  • Reduced time in passing training by 20%
  • Increasing passing rate from c.a. 33% to 70%
  • Run ad-hoc detail audits of analysts' calls for specific clients
  • Was involved in the process of hiring over 30 different analysts
• 

  Swoop

  Head of Private Equities

  Feb 2019 - Aug 2019

  • Company built to be a one-stop shop, designed for SMEs to be able to find different sources of funding: Equity, Debt and Grants.
  • As Head of Private Equity, I was responsible for maintaining and building new relationships with SMEs looking for equity funding. I would review and break down their pitch deck to make it “fund ready”. I would particularly dive into their financial model assessing:
  • Accuracy of their current calculation including statements like:
  • o P&L
  • o Cash Flow
  • Assumption behind their forecasted numbers:
  • o Total Addressable Market (TAM)
  • o Serviceable Available Market (SAM)
  • o Serviceable Obtainable Market (SOM)
  • Sectors evaluated include: Technology, Marketing, Consumer Goods, Fashion, Services and Healthcare.
  • Accountable for sustaining and expanding the relationship with Private Equity Funds and present them with new ideas for them to invest in via SEIS and EIS. This was done by matching SME profiles (e.g. sector, funding needs, stage in business cycle) with professional investors (e.g. PE funds, VC).
  • As head of Private Equity, I Represented Swoop at:
  • Virgin Start-up Presentations – Presented in front of over 30 different SME to get them market ready
  • Pitch Meetings at Google For Start-ups – listening to SME pitches and giving my opinion on how to improve
  • Accountex – Explain to the participant what Swoop does and how the company could help
• 

  CRU

  Account Executive

  Jul 2017 - Mar 2018

  CRU Group — global leader in market analysis, price assessments, consulting and events for the mining, metals and fertilizer industries.

  • Managed and developed client relationships across South America, Southern Europe and South Africa.
  • Delivered consistent revenue growth (e.g., +26% year-on-year for Q3 2016/17 generating ~£77k).
  • Opened 4 new accounts within first two months, including two high-value contracts (>£20k combined).
  • Achieved strong client retention (86% renewal for Q4 2017) and drove renewal revenue (~£174k).
  • Implemented Excel-based tracking for renewals and revenue analysis to support cross-sell opportunities and pipeline management.
  • Increased sales by over 15% in Q1-2017/Q1-2018 (generated ~£184k).

• Independent Consultant

  Financial Analyst

  Dec 2015 - Jun 2016

  Independent consultancy providing equity research and tailored technical/fundamental analysis for retail clients.

  • Conducted equity investment analysis for retail clients using returns, analyst consensus and combined technical/fundamental approaches.
  • Designed a Bloomberg technical analysis template incorporating MACD, Trendstall and RSI as a standardized guidance tool.
  • Prepared company earnings & fundamental analysis reports including trailing ROA, P/E ratios and curated news links to support investment decisions.
  • Delivered client-ready research that integrated technical signals with fundamental metrics to guide short- and medium-term trades.

• Fondos SURA SAF

  Equity Portfolio Manager

  Mar 2014 - Aug 2014

  Fondos SURA SAF — asset management arm within the SURA Group, managing mutual funds and equity portfolios in Peru and international markets.

  • Served on the Investment Committee and managed domestic and foreign equity allocations for Sura Equity and Sura US Equity funds.
  • Grew Sura Equity to the second most profitable mutual fund in Peru in 2014 through group strategy oversight and active stock selection.
  • Reduced portfolio risk while maintaining outperformance versus peers over key months (notably April–August).
  • Performed detailed financial statement and ratio analysis (ROA, ROE, liquidity ratios, P/E, P/BV) to support security selection and allocation.

• Compass Group SAB

  Head Equity Broker

  Jun 2011 - Dec 2013

  Compass Group SAB — Peruvian brokerage house providing equity execution and institutional sales services.

  • Managed daily brokerage operations across local and international markets and served institutional clients (pension funds, mutual funds, hedge funds, insurers).
  • Onboarded multiple institutional clients within first three months, including an insurance company and a small bank.
  • Opened six accounts for Scotia Bank mutual funds and strengthened institutional engagement and negotiation activity.
  • Contributed to company performance improvements; firm rose in local brokerage rankings (reaching top-10 placement).
  • Automated end-of-day reporting using a VBA macro (top-5 price variations and volumes), improving efficiency of summary reporting.
• 

  BBVA en Perú

  Equity Broker

  Aug 2009 - May 2011

  BBVA en Perú — leading Peruvian bank and part of the global BBVA group, offering retail, corporate and wealth management services.

  • Managed daily trading and execution for a portfolio of client accounts across the Lima Stock Exchange (BVL) and international markets (NYSE).
  • Maintained regular client contact, addressing portfolio queries and market concerns to preserve relationships.
  • Developed a monthly tracking file for mutual funds to monitor performance and identify market trends for better allocation decisions.
  • Executed buy/sell orders and supported portfolio administration for retail and institutional clients.
• 

  BBVA Banco Continental

  Intern in Portfolio Management

  Nov 2008 - Jul 2009

  • Analysed clients’ portfolio structures to assess asset allocation and diversification.
  • Calculated portfolio returns for equity and fixed-income holdings to support performance reporting.
  • Built an Excel-based tool to track client exposure to risk by combining current valuations with client risk profiles.
  • Supported the portfolio management team with ad-hoc reporting and risk-monitoring tasks.
• 

  Banco de Crédito BCP

  Private Banking Intern

  Jun 2008 - Oct 2008

  Banco de Crédito del Perú (BCP) — Peru’s largest bank, offering a full range of retail, corporate and wealth management services.

  • Analysed private banking clients’ portfolio structures to inform advisory recommendations.
  • Evaluated client risk profiles and maintained a detailed log of investments and returns for relationship managers.
  • Provided support on portfolio monitoring and performance tracking to improve client servicing.