Ignacio Ramirez Moreno, CFA

Business Development Executive

Geneva, Geneva, Switzerland14 yrs experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Expert in fixed income advisory and portfolio management.
  • Host of a popular finance podcast exploring human stories.
  • CFA charterholder with extensive international experience.
Stackforce AI infers this person is a Finance Professional with expertise in Fixed Income and Investment Advisory.

Contact

Skills

Core Skills

Fixed IncomeInvestment AdvisoryFinanceRisk Management

Other Skills

Financial AnalysisPortfolio ManagementTeachingPortfolio constructionEmerging MarketsInvestment StrategyInvestment IdeasPortfolio Risk IndicatorsClient Account ReviewInteractive Platform CreationRelationship ManagementExploratory StudyCapital RaisingProcess ManagementBusiness Plan Evaluation

About

I’m a fixed income advisor by day, a finance nerd by nature, and someone who genuinely loves making complex stuff easier to understand. I’ve spent the last decade and a half working with three large private banks in Switzerland, helping clients navigate bond markets, portfolio strategy, and global macroeconomic shifts. From building fixed income advisory platforms to advising ultra-high-net-worth clients globally, I’ve been lucky to work at the intersection of markets and people. But there’s more to me than bonds. I host The Blunt Dollar, a weekly podcast where I get to ask big questions to some of the smartest minds in finance. We delve into the human side of money, exploring the stories behind the strategies and what truly drives decisions in this industry. I also teach finance courses, speak at industry events, and jump into creative side projects whenever I can. I believe finance doesn’t have to be dry or intimidating. It can be personal, curious, even fun if you tell it right. 💖 I’m especially fascinated by how AI is changing the game in finance, not just in portfolio construction and research, but in how we tell stories with data. I’m always exploring where human judgment and machine intelligence can work together. Originally from Spain, I now live in Switzerland, having called eight countries home. I’m a CFA charterholder and hold two Master’s degrees. However, what really drives me is learning something new and sharing it in a way that sticks. If you want to chat markets, fixed income, content creation, or throw around some random finance ideas, my DMs are always open. P.S. I post daily about markets and all the weird and wonderful stuff happening in finance. If you're into money with a personality, hit follow. Expect charts, takes, and plenty of emojis along the way. 💸💪🔥

Experience

Isfb - institut supérieur de formation bancaire

Finance Lecturer

May 2025Present · 10 mos · Geneva, Switzerland · On-site

  • • I teach fixed income fundamentals and portfolio construction at ISFB as part of the Investment Advisor Certificate program.
TeachingFixed incomePortfolio constructionFinance

Private bank (switzerland)

Fixed Income Advisor

Nov 2018Present · 7 yrs 4 mos · Geneva, Canton of Geneva, Switzerland

Fixed incomeFinancial AnalysisPortfolio ManagementInvestment Advisory

Bnp paribas wealth management

Fixed Income Advisor

Mar 2016Oct 2018 · 2 yrs 7 mos · Geneva Area, Switzerland

  • Headed Switzerland’s Fixed Income Advisory Desk offering and product development
  • Responsible for the active coverage of the Emerging Markets debt book exposure of Switzerland, Luxembourg and Monaco
  • Permanent speaker of the “Weekly Investment Ideas” presentation, exposing to the Swiss Front Office the latest views and recommendations of the Fixed Income Advisory Desk
  • Trained regularly the Swiss Front Office on Fixed Income concepts in the context of an initiative to award internal diplomas to Relationship Managers and Investment Counselors
  • Collaborated with the Paris-based Global Fixed Income Advisory Desk in order to shape the investment strategy of the group, enhance client engagement and comply with existing and upcoming regulations
Fixed incomeEmerging MarketsInvestment StrategyInvestment Advisory

Hsbc private bank

4 roles

Emerging Markets Investment Advisor

Sep 2013Feb 2016 · 2 yrs 5 mos · Geneva, Switzerland

  • Managed actively standard and bespoke Emerging Markets Fixed Income advisory portfolios for clients based worldwide
  • Engineered and monitored the bank's Emerging Markets fixed income product offering, specializing in hard currency debt
  • Contributed to the generation of tactical and strategic investment ideas across asset classes
  • Participated in the Emerging Markets fixed income committee shaping the investment strategy of HSBC Private Bank
  • Presented to ultra-high net worth individuals, institutional clients and within the bank on current market conditions and trade ideas
  • Responsible for preparing and distributing on a daily basis the Emerging Markets Advisory Desk publications (e.g. outlooks, bond lists, new issues analysis, corporate actions, country/company ad hoc notes)
Emerging MarketsPortfolio ManagementInvestment IdeasInvestment Advisory

Business Risk and Control Management - Graduate Analyst

May 2013Aug 2013 · 3 mos · Geneva, Switzerland

  • Measured portfolio risk indicators and implemented remediation action plans
  • Prepared material for the “Sales Quality Standards” HSBC training program and provided support in the process of granting internal structured products licenses
Risk ManagementPortfolio Risk Indicators

Investment Advisory Latin America and Europe - Graduate Analyst

Aug 2012Apr 2013 · 8 mos · Geneva, Switzerland

  • Supported Investment Advisors by reviewing client accounts and proposing changes in their holdings in line with the bank’s views across asset classes
  • Created an interactive platform that filters HSBC’s selected bond universe and generates tailor-made lists
Client Account ReviewInteractive Platform CreationInvestment Advisory

Relationship Management Latin America - Summer Analyst

Jun 2011Sep 2011 · 3 mos · London, United Kingdom

  • Backed relationship managers in order to meet ultra-high net worth individuals’ requirements
  • Performed an exploratory study on how the U.S. Foreign Account Tax Compliance Act regulation would impact HSBC Private Bank and its activities from 2011 onwards
Relationship ManagementExploratory Study

Praetorian capital

Country Manager Spain & France

Nov 2010May 2011 · 6 mos · Copenhagen Area, Denmark

  • Assisted Spanish and French publicly listed companies to raise capital through private placements
  • Managed process from initial company screening until terms sheet signature
Capital RaisingProcess Management

Opinno

Summer Analyst

May 2010Jul 2010 · 2 mos · San Francisco Bay Area

  • Evaluated business plans and technology feasibility proposals of Spanish start-ups seeking to obtain private equity and business angels funding
  • Contributed to the management of the MIT Technology Review magazine in its Spanish version overseeing both its content and the management of its partners
Business Plan EvaluationContent Management

Education

Copenhagen Business School

M.Sc. Economics International Business and M.Sc. CEMS MIM Program

Jan 2010Jan 2012

Stockholm School of Economics

M.Sc. CEMS MIM Program — Exchange Scholar

Jan 2011Jan 2011

Universidad Carlos III de Madrid

B.Sc. Business Administration and Management

Jan 2006Jan 2010

University of California, Berkeley

B.Sc. Business Administration and Management — Exchange Scholar

Jan 2009Jan 2010

University of Warwick - Warwick Business School

B.Sc. Business Administration and Management — Exchange Scholar

Jan 2008Jan 2009

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