Pablo Luengas, CFA, CBDA
Portfolio Management | Asset Allocation | FP&A | Digital Assets | Bitcoin class '19
I've built and managed multi-asset portfolios, implemented comprehensive investment strategies, and conducted in-depth research to drive performance. I've led asset allocation initiatives, developed ALM frameworks, and strengthened FP&A processes for institutional clients. While my career has centered in traditional finance, my focus now is on Bitcoins — particularly ETFs and institutional adoption. I've enhanced my expertise with specialized certification digital assets (CBDA ↗, Digital Assets ↗, CFA Institute DeFi ↗) to complement my Master's in Finance from Pompeu Fabra University, Barcelona. Bitcoin-first, but not Bitcoin-only.
Experience
Zurich Insurance Group ↗
Portfolio Management and FP&A - New York
Lead Investment Strategy and Portfolio Management, overseeing multi-asset portfolios focused on fixed income, equities, and alternatives. Develop market analysis through Python and quantitative frameworks for portfolio optimization.
- Implement ALM strategies and tactical adjustments to optimize risk-adjusted returns
- Manage external asset managers to ensure alignment with investment objectives
- Present portfolio performance metrics and strategic recommendations to investment committees
- Direct financial planning and forecasting processes across multiple countries
- Research Bitcoin and Digital Assets and contribute through blog posts
Zurich Insurance Group ↗
Senior Investment Analyst - Switzerland
- Led the FP&A process across multiple countries
- Transformed investment portfolio planning through a cloud-based FP&A App↗ using Python and R coding, significantly reducing reporting cycles while enabling detailed security-level analysis across countries and asset classes
- Delivered actionable insights on portfolio performance and peer benchmarking
Zurich Insurance Group ↗
Investment Operations Specialist - Spain
- Managed fund controlling and accounting for investment portfolios across multiple countries
- Worked with IFRS and local GAAP standards
Writing
Get in touch
I always love to hear about new ideas and projects. If you're looking for a consultant, development help, or have any queries, send me an email. You can check out my reading list on Goodreads to see what I'm currently reading and thinking about.