Daniel Ortega, Cfa

Daniel Ortega, Cfa Email and Phone Number

Wealth Management - Senior Internal Audit @ Schroders
london, london, united kingdom
Daniel Ortega, Cfa's Location
United Kingdom, United Kingdom
About Daniel Ortega, Cfa

Daniel Ortega, Cfa is a Wealth Management - Senior Internal Audit at Schroders. They is proficient in Alemán and Inglés.

Daniel Ortega, Cfa's Current Company Details
Schroders

Schroders

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Wealth Management - Senior Internal Audit
london, london, united kingdom
Website:
schroders.com
Employees:
4408
Daniel Ortega, Cfa Work Experience Details
  • Schroders
    Senior Internal Auditor
    Schroders Sep 2024 - Present
    London Area, United Kingdom
  • Bbva
    Audit Manager – Financial Markets
    Bbva Jan 2020 - May 2023
    • Led a multidisciplinary team to assess the 2022 Sustainability (ESG) Report, resulting in the correction of figures including a 5% discrepancy in the green loan portfolio reported, minimizing the bank’s reputational risk• Directed the assessment of 96% of the bank's green loans, identified a product lacking evidence of green use, and implemented a verification process to achieve regulatory compliance• Performed tests to ensure the asset allocation practices, weighting and security selection were aligned with the limits, policies and investment objectives, identifying deviations in 4% of the funds
  • Bbva
    Audit Senior
    Bbva Jan 2018 - Jan 2020
    Mexico City, Mexico
  • Bbva
    Audit Analyst
    Bbva Jan 2017 - Jan 2018
    Mexico City, Mexico
  • Intercam Grupo Financiero
    Forex Trading - Intern
    Intercam Grupo Financiero Nov 2012 - Jan 2014
    • Developed technical and fundamental analysis of the main currencies (USD, MXN and EUR); presented daily forecasts, expected limits and volatility to the sale agents• Executed trades to reach the weekly profit budget• Collaborated in the onboarding of the weekly top prospective clients

Daniel Ortega, Cfa Education Details

Frequently Asked Questions about Daniel Ortega, Cfa

What company does Daniel Ortega, Cfa work for?

Daniel Ortega, Cfa works for Schroders

What is Daniel Ortega, Cfa's role at the current company?

Daniel Ortega, Cfa's current role is Wealth Management - Senior Internal Audit.

What schools did Daniel Ortega, Cfa attend?

Daniel Ortega, Cfa attended Imperial College Business School, Tecnológico De Monterrey, Instituto Tecnológico Autónomo De México, Instituto Tecnológico Autónomo De México.

Who are Daniel Ortega, Cfa's colleagues?

Daniel Ortega, Cfa's colleagues are Hayley Franklin, Dheeraj Yettela, Melissa Stoffberg, Michał Ziembiński, Phd, Julie Young, Candice Smith, Michael Burdett.

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