Sandra P.
Mid-Level Investment Advisor
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Sandra P. is a seasoned Managing Director with extensive international experience managing family offices and institutional endowments across the UK, USA, and Latin America. She possesses a proven track record in fiduciary responsibility, long-term capital preservation, and investment strategies grounded in corporate governance. Her expertise includes overseeing capital market portfolios and income-generating real estate assets. Sandra has collaborated closely with Boards of Directors and Investment Committees to support disciplined asset allocation processes, analyze real returns, and ensure multigenerational wealth sustainability. As an Interim Endowment Advisor for Fundación Zoraida, she conducted a comprehensive review of endowments totaling $140 million, aimed at institutional sustainability. Previously, at Aken Capital Limited, as Managing Director, she developed and implemented a global investment strategy, managing assets under management (AUM) of approximately £38 million. She has facilitated communication among family members on financial matters and is adept at risk management, fiscal optimization, and maintaining compliance with varied accounting regulations across countries. Her career also includes roles focused on financial management, treasury strategies, and financial reporting at organizations like SITT y Cia SAS and Grupo Cisne Ltda. Sandra holds an Executive PGDIP in Financial Strategy from Saïd Business School, University of Oxford, and an EMBA focused on finance from Inalde Business School, Universidad de la Sabana.
Experience
Interim Endowment Advisor
Fundación Zoraida · 2025 — 2025Conducted a comprehensive review of the foundation's endowments in Colombia and the United States, totaling approximately USD 140 million. Analyzed historical data to assess capital erosion risk, focusing on the Colombian endowment. Implemented independent analytical methodologies to measure real returns and capital preservation. Developed the first version of the Foundation's Financial Sustainability Model, incorporating endowments and rental-generating real estate. Reviewed and validated the foundation's operational budget and prepared the consolidated budget for 2026.Managing Director
Aken Capital Limited · 2022 — 2024Crafted and executed the family's global investment strategy based on three core pillars: preservation, diversification, and growth of wealth. Attended events to build a valuable network across different countries where the family office operates. Managed the investment portfolio of the family office, adhering to defined risk levels and monitoring key macroeconomic metrics across various regions. Identified investment risks and applied risk management strategies. Provided periodic financial reports to the Board of Directors and investment committees, ensuring compliance with accounting regulations.Chief Financial Officer
Aken Capital Limited · 2016 — 2021Conducted strategic and financial planning for the second-generation family office. Collaborated on structuring investment committee regulations and accounting teams. Developed and applied methodologies for evaluating investment funnels. Oversaw the opening of bank accounts and investment funds in Colombia, the United States, and the United Kingdom. Managed monthly financial consolidation of the investment portfolio and controlled the company's budget and cash flow.Financial and Administrative Director
SITT y Cia SAS · 2016 — 2021Led the accounting, treasury, tax, finance, human resources, and administration teams, managing a workforce of 15-35 people. Oversaw an annual cash flow of approximately COP 22 billion. Developed tax planning strategies and created over 55 financial models for public and private sector projects. Conducted monthly cash flow evaluations and generated financial indicators. Represented the company in financial committees and was a board member for group companies.Financial Advisor-Manager
ADV S.A. (Alianza y dirección en valores) · 2015 — 2016Prepared and presented financial reports to management and partners, including cash flow and projected budgets. Designed treasury operations and managed banking relations. Negotiated with suppliers regarding payment agreements and payment projections.General Manager
Neurofarma Global- Soluciones Integrales SAS · 2013 — 2015Established the company, reviewing statutes, social purposes, and legal registration. Approved the selection of human resources for administrative, financial, and commercial roles. Developed budgets for marketing strategies targeting institutional channels, leading a repositioning campaign for a portfolio of pharmaceutical products in various hospitals and clinics.Financial Director and New Business
Grupo Cisne Ltda · 2008 — 2012Ensured compliance with financial reporting requirements for state entities and international organizations. Negotiated contracts for clinical research projects with budgets between USD 10 million and USD 15 million. Implemented financial evaluation models and controlled treasury activities and cash flow monitoring.Portfolio Manager
Global Datos Nacionales (GDN) · 2006 — 2007Led a team of 20 collection agents to achieve recovery objectives for difficult accounts. Successfully negotiated the recovery of over 900 challenging taxi credit cases and developed commission policies to improve team motivation.Financial Consulting Project
Instituto de Estudios Ambientales y culturales Pensar. Pontificia Universidad Javeriana · 2004 — 2004Engaged in a financial consulting project for a company undergoing liquidation, focusing on COMPAÑÍA DE ENVASES INDUSTRIALES S.A. COLVINSA.
Skills & Expertise
Education
- Master Level Executive PGDIP in Financial StrategySaid Business School, University of Oxford · 2024 — 2025
- EMBA. Focus: FinanceInalde Business School, Universidad de la Sabana · 2012 — 2014
- Bachelor in Business Administration. Focus: FinancePontificia Universidad Javeriana · 2000 — 2005