Ana is Head of Operations at Henderson Rowe, responsible for the day-to-day operations that facilitate the firm’s investment activities and client journey. She oversees the firm’s engagement with its custodian and other third parties to ensure the accuracy and reliability of trading, portfolio management and reporting systems.
Ana has 6 years of experience in asset management with 8 years experience in the financial sector. She joined Henderson Rowe as a portfolio analyst in 2013, working closely with the investment team monitoring clients’ portfolios and implementing Global Investment Performance Standards (GIPS®). Earlier, she worked for Santander Bank as credit risk manager for corporate clients.
Ana holds a BSc (Hons) in business management from Instituto Tecnologico y de Estudios Superiores de Monterrey, where she participated in exchange programmes with Fudan University in Shanghai and L’Université Paris-Sorbonne in Paris. Subsequently, she gained a scholarship to obtain a master’s degree at Westminster University. She is a CFA level III candidate and a CF30.
Ana enjoys traveling and discovering new cultures.