Edgar C. Guerra Email & Phone Number

New York, NY, US

Chicago, IL, US

• Leading Morningstar’s Index Investable Solution Sales and Key Account Management Coverage Team for the Americas region.
• Member of the executive team leading the strategy for licensing new and innovative Morningstar Indexes to serve as the basis of passive investment vehicles and direct indexing solutions across Equity, Fixed Income.
• Successfully assembled a multi-location sales team, which consistently exceeded targets, demonstrating a track record of exceeding expectations and driving successful outcomes in a highly competitive industry.
• Recognized as a top-performing sales professional in the organization, achieving membership in the annual Presidents Club in acknowledgement for outstanding sales accomplishments.

London, England, GB

• Responsible for developing and executing FTSE Russell’s ETP licensing strategy in North America. Launched 50+ successful ETFs in Canada, the United States and Mexico.
• Managed LSEG’s relationships with all ETF issuers in Canada and premium clients in the United States and Latin America to license standard and custom Equity and Fixed Income Indexes as the basis of ETFs (Market Cap.
• Coordinated the entire Index product innovation cycle with Research and Product Specialists to develop new strategies for passive products. Worked closely with Marketing and Public Relations to build the FTSE Russell.

New York, New York, US

• Managed Asset Owner and Asset Manager sales in North America for the firm’s Equity Index and Risk Analytic business lines. Use cases include: Asset Allocation, Portfolio Construction, Optimization, Tracking Error.
• Senior Relationship Manager for strategic relationships with some of the world’s largest and banks.
• Responsible for working with product management, marketing, third parties to develop, manufacture and distribute tradable factor and risk-based indices to meet a variety of asset-management needs.
• Successfully managed and executed aggressive sales campaigns and developing the annual strategy.

New York, NY, US

• Led a team of core terminal Sales Executives to promote adoption, increase usage and upsell the Bloomberg Portfolio Risk Analytics products: PORT and POINT.
• Developed and managed relationships with senior executives of top tier Pension Funds, Asset Managers and Hedge Funds in the South East of the United States.
• Worked with other Regional Sales Leaders to design and execute expansion and penetration strategies for the US Southeast territory.
• Project leader for PONT – PORT transition Fixed Income Risk Analytics for platinum clients in the East Coast.
• Subject matter expert on risk management subjects such as portfolio construction, multi‐factor risk modeling, stress testing, benchmarking, smart beta strategies, factor investing and return attribution analysis.

New York, NY, US

• Led the East Coast Sales of Investment Risk Management solutions catered to large Asset Owners with multi-asset class portfolios ranging from $5B to $200B.
• Worked closely with quant consultants, research, product development and sales support to identify quantitative analysis solutions to assist large Asset Owners in Central Risk, Risk Decomposition (tracking error).

London, GB

• Project Leader of Internal Audit, Risk Management, Finance Transformation and Process Improvement engagements on multinational Fortune 500 clients of a wide variety of industries in the US, Canada and Central‐ America..

Boadilla Del Monte, Madrid, ES

• Responsible for structuring, pricing, and executing FX trades for large institutions and private wealth clients in Spain and the United Kingdom.
• Worked in conjunction with traders and financial engineers on complex foreign exchange methodologies and developed qualitative and quantitative analysis on markets and trade ideas in order to provide useful guidance to.

• Responsible for money laundering prevention and detection (Bank Secrecy Act) Compliance. Supervised and assisted AML Compliance audits performed by several US Banking Departments. Responsible for compliance management.
• Responsible for Vendor Relationships – Commercial Banks and the US Division of Banking to negotiate third party services, credit accounts, currency exchange and licenses.

Masters In Finance, Finance And Economics

Accounting And Finance, Finance And Economics