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Show Notes
Jorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and FMVA, and why curiosity is key to thriving in finance.
This is a must-watch for aspiring portfolio managers and anyone in the early stages of their finance career. Learn how Jorge transitioned from rotational internships and tech startups to one of the most in-demand roles in investment management. He unpacks the habits, mindsets, and strategies that helped him move from financial analyst to PM and how CFI played a part in that journey.