Professional with extensive experience in investment management and capital markets trading, with a strong track record in managing and executing investment strategies.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Head of Equity Trading
BlackRock
2018.09 - 2024.08
Executed an average of $15 billion annually in trades, including both local equities and international assets (including UCITs executed in Europe), ensuring that strategies consistently remained within the cost parameters established by the company's global system
Participated in investment committees, contributing proposals based on market analysis and trading insights for strategy implementation
Collaborated on global firm projects for the development and implementation of advanced trading technology.
Equity Head Trader
Fondos Banamex
2016.08 - 2018.09
Responsible for the trading and management of portfolios, overseeing approximately 1,500 client accounts
Executed an average of $10 billion annually in trades.
Led a performance attribution project that improved decision-making in investment committees by providing detailed analyses that optimized investment strategies.
Collaborated with analysts and traders to distribute relevant market information.
Equity Trader
Fondos Banamex
2006.07 - 2016.08
Led a project to execute trades with third parties to expand the available counterparties from one to six, thereby improving competitiveness in trade execution and reduce costs.
Education
Bachelor's Degree in Financial Management -
Instituto Tecnológico Y De Estudios Superiores De Monterrey (ITESM)
Mexico City
05.2006
Skills
Portfolio management
Financial markets analysis
People manager
Equity market execution
Financial modelling
Calm Under Pressure
Advanced use of Excel and Bloomberg
Certification
CFA Charterholder, CFA Institute, 2012
Investment Strategy Advisor, AMIB, 2006
Languages
English
Advanced (C1)
French
Beginner (A1)
Timeline
Head of Equity Trading
BlackRock
2018.09 - 2024.08
Equity Head Trader
Fondos Banamex
2016.08 - 2018.09
Equity Trader
Fondos Banamex
2006.07 - 2016.08
Bachelor's Degree in Financial Management -
Instituto Tecnológico Y De Estudios Superiores De Monterrey (ITESM)