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, I'm passionate about Bitcoin and Digital Assets as the frontier of financial innovation. I've enhanced my expertise with specialized certifications in blockchain (CBDA ↗, Digital Assets ↗, CFA Institute DeFi ↗) to complement my Master's in Finance from Pompeu Fabra University, Barcelona.
Experience
Zurich Insurance Group ↗
Investment Strategy and Portfolio Management - 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.