Client Relationship Management - Global Asset Management
Current
Sep 2024 - Present
AeroLeads people directory · profile
Armando Ortiz Oróztico Email & Phone Number
Finance | Business Administration | Financial Analyst| Business Analyst | Strategic Planning | Business Development | Sales
at
HSBC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance | Business Administration | Financial Analyst| Business Analyst | Strategic Planning | Business Development | Sales
Location
Mexico City Metropolitan Area, Mexico, Mexico
Company size
Who is Armando Ortiz Oróztico? Overview
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Quick answer
Armando Ortiz Oróztico is listed as Finance | Business Administration | Financial Analyst| Business Analyst | Strategic Planning | Business Development | Sales at HSBC, a company with 192615 employees, based in Mexico City Metropolitan Area, Mexico, Mexico. AeroLeads shows a matched LinkedIn profile for Armando Ortiz Oróztico.
Armando Ortiz Oróztico previously worked as Client Relationship Management - Global Asset Management at Hsbc and Portfolio Analytics CS Associate at Msci Inc.. Armando Ortiz Oróztico holds Administracion Financiera, Administración Financiera from Tecnológico De Monterrey.
Company email context
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HSBC
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Profile bio
About Armando Ortiz Oróztico
Financial Management Bachelor with analytical and strategic planning skills. Disciplined, capability to adapt to technical and technological changes, objective and goal oriented. I am eager to learn and work to improve as a professional and human being.
Current workplace
Armando Ortiz Oróztico's current company
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Hsbc
6 roles
Armando Ortiz Oróztico work experience
A career timeline built from the work history available for this profile.
Portfolio Analytics Cs Associate
- Assisting client inquiries on MSCI Barra portfolio tools (Barra Portfolio Manager, BarraOne, Manager, Models Direct).
- Supporting clients with Portfolio Construction and Back-testing analysis with MSCI Portfolio Barra tools.
- Helping clients with Portfolio Market Risk Analysis: Analyzing the drivers of risk and return from factor and multi-asset class perspective.
Apr 2023 - Oct 2024
Treasury Officer / Trade Finance Officer
- Responsible for funding the liquidity risk analysis for LATAM entitles (Mexico, Peru, Chile)
- Implemented and follow up complex financing structures, such as syndicated loans
- Provide of any form of financing (inventory, working capital, long and short debt) that enabled trading activities for hard commodities.
- Supervised FX hedging position for each LATAM entity and supported decision making for coverage.
Jun 2022 - Apr 2023
Business Development Representative Financial Services
- Responsible for obtaining brand recognition and financial growth by developing new businesses.
- Developed customized solutions based on customers' requirements.
- Analyzed industry trends and create leads to implement sales strategies.
Mar 2022 - Jun 2022
Business Relationship Manager - Corporate Banking
- Managed a client credit portfolio with a value up to $200 million MXN.
- Analyzed portfolio companies and market trends; conducted primary and secondary research of company management, industry trends and strategies.
- Prepared and showcased financing proposals to a credit risk committee.
- Participated in new business development and relationships management for corporate and multinational clients.
Mar 2021 - Sep 2021
Analyst - Corporate Banking
- Supported senior Bankers to manage different client portfolios with a value up to $500 million MXN.
- Analyzed portfolio companies and market trends; conducted primary and secondary research of company management, industry trends and strategies.
Jun 2019 - Mar 2021
Team & coworkers
Colleagues at HSBC
Other employees you can reach at hsbc.com. View company contacts for 192615 employees →
GY
Gaddam Yadav
Colleague at Hsbc
Hyderabad, Telangana, India, India
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MB
Meghana Bharthipudi
Colleague at Hsbc
Hyderabad, Telangana, India, India
View →
EB
Ebru Bayrak
Colleague at Hsbc
Türkiye, Turkey
View →
SD
Sasikumar D
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
ES
Eric Saint Araille
Colleague at Hsbc
Pau, Nouvelle-Aquitaine, France, France
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SK
Shinyung Kang
Colleague at Hsbc
South Korea, Korea, Republic Of
View →
NK
Navin Kotian
Colleague at Hsbc
Riyadh Region, Saudi Arabia
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KW
Karen Wing
Colleague at Hsbc
Hong Kong SAR, Hong Kong
View →
PR
Priya R
Colleague at Hsbc
Chennai, Tamil Nadu, India, India
View →
JA
José Andrés Caballero Gamez
Colleague at Hsbc
Pozuelo De Alarcón, Community Of Madrid, Spain, Spain
View →
Gaddam Yadav
Colleague at Hsbc
Hyderabad, Telangana, India, India
View →
MB
Meghana Bharthipudi
Colleague at Hsbc
Hyderabad, Telangana, India, India
View →
EB
Ebru Bayrak
Colleague at Hsbc
Türkiye, Turkey
View →
SD
Sasikumar D
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
ES
Eric Saint Araille
Colleague at Hsbc
Pau, Nouvelle-Aquitaine, France, France
View →
SK
Shinyung Kang
Colleague at Hsbc
South Korea, Korea, Republic Of
View →
NK
Navin Kotian
Colleague at Hsbc
Riyadh Region, Saudi Arabia
View →
KW
Karen Wing
Colleague at Hsbc
Hong Kong SAR, Hong Kong
View →
PR
Priya R
Colleague at Hsbc
Chennai, Tamil Nadu, India, India
View →
JA
José Andrés Caballero Gamez
Colleague at Hsbc
Pozuelo De Alarcón, Community Of Madrid, Spain, Spain
View →
2 education records
Armando Ortiz Oróztico education
Administracion Financiera, Administración Financiera
Fundamentos De Crédito Selectivo, Riesgo Crediticio
FAQ
Frequently asked questions about Armando Ortiz Oróztico
Quick answers generated from the profile data available on this page.
What company does Armando Ortiz Oróztico work for?
Armando Ortiz Oróztico works for HSBC.
What is Armando Ortiz Oróztico's role at HSBC?
Armando Ortiz Oróztico is listed as Finance | Business Administration | Financial Analyst| Business Analyst | Strategic Planning | Business Development | Sales at HSBC.
Where is Armando Ortiz Oróztico based?
Armando Ortiz Oróztico is based in Mexico City Metropolitan Area, Mexico, Mexico while working with HSBC.
What companies has Armando Ortiz Oróztico worked for?
Armando Ortiz Oróztico has worked for Hsbc, Msci Inc., Ixm, Conekta, and Grupo Financiero Banorte.
Who are Armando Ortiz Oróztico's colleagues at HSBC?
Armando Ortiz Oróztico's colleagues at HSBC include Gaddam Yadav, Meghana Bharthipudi, Ebru Bayrak, Sasikumar D, and Eric Saint Araille.
How can I contact Armando Ortiz Oróztico?
You can use AeroLeads to view verified contact signals for Armando Ortiz Oróztico at HSBC, including work email, phone, and LinkedIn data when available.
What schools did Armando Ortiz Oróztico attend?
Armando Ortiz Oróztico holds Administracion Financiera, Administración Financiera from Tecnológico De Monterrey.
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