Bernardo Layerle Perazzo
Montevideo
Overview
8
8
years of professional experience
Work History
Investment Analyst
Aqua Wealth Management S.A.
02.2022 - Current
- Preparation of Investment Committees, both for international markets and for brazilian local market. Analysis of global and local macroeconomic environment and its impact on global and local asset classes, proposing changes in both strategic and tactical asset allocation.
- Preparation of the Product's Committee. In charge of recommending new products (both liquid and illiquid investment funds) and constantly monitoring th already approved ones.
- Construction of Investment Policy Statements, including running portfolio backtesting and forward looking simulations.
- Write offshore and local Newsletter. Summarizing the most relevant events in the economy and markets in the last month, educating and giving opinion about different economic and finance topics.
- Participation in meeting with clients to explain global and local macroeconomic environment, specific products, or the client's IPS.
Minister's Economic and Financial Advisor
Ministry of Economy and Finance of Uruguay
03.2020 - 01.2022
- Direct advisor to the Minister of Economy and Finance.
- Provide analysis, estimations and solutions, to the financing plan, liquidity management and diverse investment decisions of the Government.
- Project the Government's budget balance through macroeconomic scenario analysis. This input was used by the Government's Debt Management Unit (UGD) to project financing needs and future debt emissions.
- Actively work with the UGD and other Government's units to create and implement solutions, if needed, to ensure the satisfaction of short term liquidity needs.
- Estimate and analyze the Government's debt sustainability.
- Continued working in the elaboration of and put in place Uruguay's current Government Fiscal Framework. This work started years before in the National Party Think Tank. https://www.gub.uy/ministerio-economia-finanzas/nueva-institucionalidad-fiscal.
- Represent the Ministry of Economy and Finance in the design of concessionary contracts to finance Investment Projects related to road infrastructure. My work here implied analyzing, summarizing and presenting to the Minister the advancement in negotiations, including its impact in fiscal and economic terms and, when appropriate, make recommendations.
Economist
National Party Think Tank
02.2017 - 02.2020
- Participation in the preparation of the Government's plan for the period 2020-2025, before the Uruguay's elections in 2019. Analyzing a wide range of topics, my focus was on Fiscal Policy and Debt Sustainability.
- I had a key role in the creation of the current fiscal framework, that was part of the Government's plan that took the Party to win the elections, and got in place afterwards in my experience in the Ministry of Economics and Finance.
- Analysis of the viability and benefit, considering economic, financial and environmental concerns, of the Investment Project of installing a third pulp mill (UPM) in Uruguay.
- Analysis of existing policies regarding investment incentives and design of a new framework, looking to promote fixed investment in Uruguay.
Facilitator in Financial Educational Programme
Central Bank of Uruguay
02.2017 - 12.2018
- Facilitate in fairs held in different cities of the country, promoting learning processes on economic and financial issues of society through a playful methodology.
- Present abstract concepts in a simple way for children and adolescents.
- Suggest teachers ways to improve economic and financial learning.
Intern
CERES (Study Centre of the Economic and Social Reality)
02.2016 - 03.2016
- Help in the macroeconomic analysis of a project of constructing 136 high schools in Uruguay's most vulnerable neighborhoods.
Intern
Accounting Study Scremini, Mari & Asoc.
02.2015 - 06.2015
- Work in the Accounting Department by preparing budgets, processing payments and documents, reconciling invoices and identifying inconsistencies.
Education
Chartered Financial Analyst (CFA) - Finance
CFA Institute
08.2022
Bachelor of Science - Business Administration
Universidad De Montevideo
Montevideo, Uruguay06.2018
Bachelor of Science - Economics
Universidad De Montevideo
Montevideo, Uruguay12.2017
Scholarships and Volunteering
- Scholarship in the FAES Foundation Leadership formation programme - Brussels and Madrid, October 2019.
- Volunteering at Prointegra Foundation - Montevideo, April 2016.
- Prointegra Foundation was focused on helping people with cognitive disabilities to develop cognitive skills.
Languages
Spanish
Native language
English
Proficient
C2
Portuguese
Upper intermediate
B2
Timeline
Investment Analyst
Aqua Wealth Management S.A.
02.2022 - Current
Minister's Economic and Financial Advisor
Ministry of Economy and Finance of Uruguay
03.2020 - 01.2022
Economist
National Party Think Tank
02.2017 - 02.2020
Facilitator in Financial Educational Programme
Central Bank of Uruguay
02.2017 - 12.2018
Intern
CERES (Study Centre of the Economic and Social Reality)
02.2016 - 03.2016
Intern
Accounting Study Scremini, Mari & Asoc.
02.2015 - 06.2015
Chartered Financial Analyst (CFA) - Finance
CFA Institute
Bachelor of Science - Business Administration
Universidad De Montevideo
Bachelor of Science - Economics
Universidad De Montevideo
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