Asset allocation and tailor-made investment portfolios. Trading desk implementation, rebalancing model portfolios by management service, as well as portfolios by execution service. Work together with compliance area for delivery of regulatory reports. Establish relationships with counterparties and custodians. Definitions, roadmaps, projections, simulators and development of different tools for company objectives.Main achievements:∆ I designed and executed tailored made portfolios, responsible for the implementation of trading desk and portfolio rebalancing, collaborating with compliance for regulatory reports and maintaining relationships with counterparties and custodians, in addition I create strategic tools to achieve business objectives.∆ I developed valuation model to raise capital, achieving 70% of the investment projection.∆ I implemented KPI for executive reports, improving communication of results and investment performance, with a 60% increase in response speed due to visibility into specific data.∆ I led the creation and optimization of operations and trading desk, achieving an 80% reduction in response times and implementation of operations at client's request.∆ I designed dashboards for client reports, improving visibility and understanding of their investments by 80%, achieving customer satisfaction

Main achievements:∆ I conducted descriptive analysis and parametric regressions to study the correlation between broadband Internet access and poverty at the local level, collecting extensive data that included 3G and 4G connectivity maps in all locations in Mexico.

Responsible for expanding the product offering and supervising Business as Usual (BAU), performing competitive analyzes and participating in creation of new products.Main achievements: ∆ Creation of new products, with 66.66% more launches than planned, using Agile methodology.∆ Led the launch of offshore accounts in 8 months, overcoming operational and regulatory challenges, and shortening the projected time of 18 months.∆ Presented and obtained approval of 100% of the business cases for offshore product in regional and local committees, ensuring their implementation.∆ Negotiated with Morgan Stanley to facilitate the opening of offshore accounts from 100k USD, achieving a 300% increase in account openings and expanding the target market.∆ I accelerated strategic synergies, reducing the backlog and advancing the product launch to 8 months, 10 months ahead of schedule, thus optimizing time-to-market.

Head of Trading Desk for Investment Funds, Mandates and Third Party Investments, Pensions and Insurers (AUM's 4 billion USD). Control and execution of local and international investment strategies of equity, fixed income and multi-asset strategies (180 portfolios). Market analysis for debt and equity markets. Active participation in Investment Committee.Main achievements:∆ I contributed to the implementation of a fund in Australia (KIPA Fund), raising 22M USD∆ I negotiated better commissions with financial intermediaries, achieving an average reduction of 2bps in commissions, benefiting the performance of the portfolios.∆ I developed a counterparty evaluation matrix to ensure best execution of operations∆ I led the implementation of BlackRock's Aladdin system, optimizing the execution of operations and reducing errors and times through integration with FIX (Financial Information Exchange).∆ I participated in the analysis of Asset Allocation, improving diversification and performance of portfolios, with an increase in average performance of 1 to 2 bps.∆ I make possible synergy with Treasury, Valuation and Control Desk areas

Funding resources of local and international funds. Rebalancing investment mandates. Execution service for external managers (BlackRock, Franklin Templeton, JP Morgan, Clark Capital). Intermediation, operation and quotation in buy and sell financial instruments. FX of different type of currencies for international funds.Main achievements:∆ Optimization of processes for funding and sending operations in global orders for equity and fixed income improving efficiency and reducing execution times from 15 to 20 minutes per rebalancing∆ Decrease in operations errors (losses in trading area) due to optimization of work tools which increased profitability and decreased operational risk by 90%.

Coordination and preparation of expenditure budget 2008-2011 and 2009-2012. Creation of reports andpresentations of financial and market analysis for finance department and regional office.Main achievements:∆ Led the implementation of an expense management system by cost center, achieving 25% savings in unplanned expenses and improving financial management.∆ Automated monthly, quarterly and annual closing processes, reducing closing time by an average of 4 to 6 hours and increasing operational efficiency.∆ Implemented and developed new KPIs for executive presentations, optimizing strategic decision making with a 20% improvement in response speed thanks to the new indicators.

Funding resources for company obligations. Rebalancing investment mandates (insurance, pension and group services funds) funds for employees performance maximization. Trading equity, fixed income and FX. Unit price calculations of group funds and portfolios.Main achievements:∆ I led the initiative to change pricing methodology of investment funds, resulting in an annual saving of 700 thousand pesos in COVAF payments.∆ Implemented improvements in operational processes, achieving a 30% reduction in operational errors and increasing operational efficiency.

Cash Flow Control (annual and monthly) based on income and expenses budget. Bank accounts control (accounts of own resources and federal participations funds) Elaboration of payment schedule that allowed correct payment of “ADEFAS” (debits from previous years) according to cash flow surplus. Funding resources for obligations of the municipal treasury.Main achievements:∆ Participation in the refinancing of both short-term and long-term debt ∆ Debugging bank accounts to have better control of these as well as implementation of electronic banking since this was not available

Control of Revenue and Expenditure Budget. Income and expense controlMain achievements:∆ Presentation and approval of the 2005 Tariff Structure before the Cabildo, the Senate of the State of Mexico and the Board of Directors of OPDM.∆ Reporting to Santander, Standard & Poor's and International Finance Corporation (IFC) respect to debt contracted by OPDM for 96 million pesos.

Clients cash flows analysis for requesting credit for approval or rejection before credit committee. Investment and Credit ReportsMain achievements:∆ Project leader in credit line accreditation process with development bank (FIFOMI, NAFIN).∆ Automation of reports

Fundraising & analysis and markert reports. Main achievements:∆ Achieve fundraising objectives