Daniel Ortega, Cfa Email & Phone Number

London Area, United Kingdom

• 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

Mexico City, Mexico

Mexico City, Mexico

• 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

Msc Climate Change, Management & Finance

Bachelor'S Degree, Financial Management, 95 / 100

Including one year exchange program in Banking (Zurich, Switzerland).

Diploma, Risk Management In Financial Institutions

Core modules: Measurement of Credit, Market, Rates, FX and Liquidity risks.

Diploma, Data Science & Machine Learning Applied To Financial Markets

Activities and Societies: Core modules: Applied Statistics, Algorithmic Trading Models, Portfolio Analysis.