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Omar Ortiz Virchis CESGA
Business Development - Corporates México
Mexico City
Summary
Relationship Manager with more than 11 years of experience in companies as S&P Global and the Mexican Stock Exchange. Recognized for outstanding performance and contribution in enhancing participation of LATAM companies in ESG practices, strengthening customer relationship and networking with clients and Stakeholders.
Overview
11
11
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Business Development - Corporates México
S&P Global Market Intelligence
12.2021 - Current
- 10+ Workshops for boards and C-levels of Mexican Corporates in order to raise awareness of the relevance of sustainable practices and complying with ESG reporting
- Enhanced sales team performance through effective coaching, mentoring, and training initiatives ESG focused
- First sales representative in Latam in selling a TCFD solution for a corporate, representing a great milestone for the region
- First sales representative in Latam in selling a solution oriented in the identification and measurement of Physical risk assessment, representing a great milestone for the region
- Expanded client base by identifying and targeting key industry decision makers.
Issuers Relationship Manager
Mexican Stock Exchange
3 2018 - 11.2021
- +1,500 interactions with CEO´s and CFO´s of issuers for financing equity, economic outlooks and implementation of value-added services. Achievements : -Built and maintained C level relationships, that led to keep 95% of market share. - 30% increase in cross-sell BMV products.
- Member of commercial strategy team of Grupo Bolsa Mexicana de Valores. Achievements : -Development of tariff strategy leading to market share maintenance. -Increased 35% cross-sell products of GBMV.
- Responsible for value added services about ESG matters of the Mexican Stock Exchange as market provider. Achievements : -Launching of platform to standardize non-financial information of issuers. -Launching the report about non-financial information for new issuances. -Launching "Programa de Acompañamiento Sostenible PAS" for new issuers. - Launching of "Sustainability Linked Bonds" in Mexican market.
- +15 workshops given to members of the board of issuers for implementation and improvement of ESG practices. Achievements : -After the workshops, participating issuers started their materiality assessments. +2 green bonds issued.
- Coordination of +50 issuers events (Investors day, “Campanazos”, roadshows).
- +10 conferences for employees of listed company's.
Securities Listing and Maintenance Specialist
Mexican Stock Exchange
02.2015 - 03.2018
- +15 technical studies of new issuances for Management. Achievements: -Decrease delivery time from 5 to 3 days per studio.
- Succesful approval and listing of +50 new issuances.
- +30 monthly reports for Management and IR.
- Member of development and implementation team of XBRL system for receiving financial and corporate information from issuers. Achievements: -Successful development of taxonomy for Relevant Events - Successful launch of the XBRL platform.
Information Products Analyst
Mexican Stock Exchange
11.2013 - 02.2015
- Responsible for information delivery system (Feed) of BMV with Brokerage Houses and Vendors. Achievements: -Successful chanel migration from Old feed to Optimized feed in half of the time established.
- +15 sold contracts with stock exchanges and vendors. Achievements: - Increase revenue in 25%.
- +20 face-to-face and online training of SiBolsa system.
- +12 reports to Management about use and capacity of information system.
Education
MBA -
Instituto Tecnológico Autónomo De México (ITAM)
04.2020 - 2022.04
BBA - Management
Universidad Autónoma Metropolitana – Xochimilco (UAM)
08.2009 - 2013.06
Skills
C-level relationship management
Networking and relationship building
Stakeholder relationships
Team-oriented personality
Software
Capital IQ Pro
Bloomberg
Salesforce
Certification
Consultant in Investment Strategies (Figure 3) - Asociación Mexicana de Instituciones Bursátiles (AMIB)
Interests
Skydiver
Open Water Diver (OWD - SSI)
Timeline
Business Development - Corporates México
S&P Global Market Intelligence
12.2021 - Current
Certified Environmental, Social and Governance Analyst (CESGA) - European Federation of Financial Analysts Societies EFFAS
07-2021
MBA -
Instituto Tecnológico Autónomo De México (ITAM)
04.2020 - 2022.04
Securities Listing and Maintenance Specialist
Mexican Stock Exchange
02.2015 - 03.2018
Information Products Analyst
Mexican Stock Exchange
11.2013 - 02.2015
BBA - Management
Universidad Autónoma Metropolitana – Xochimilco (UAM)
08.2009 - 2013.06
Issuers Relationship Manager
Mexican Stock Exchange
3 2018 - 11.2021
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