Graciela Codina, Cesga
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Graciela Codina, Cesga Email & Phone Number

Vice President - Value Based Investing Equity Research at OpenInvest, a J.P. Morgan company
Location: New York, United States 8 work roles 5 schools
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Role
Vice President - Value Based Investing Equity Research
Location
New York, United States
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Who is Graciela Codina, Cesga? Overview

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Graciela Codina, Cesga is listed as Vice President - Value Based Investing Equity Research at OpenInvest, a J.P. Morgan company, a with 40 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Graciela Codina, Cesga.

Graciela Codina, Cesga previously worked as Vice President - Values Based Investing Equity Research at Openinvest, A J.P. Morgan Company and ESG Research Associate at Openinvest. Graciela Codina, Cesga holds Ms In Finance, Finance And Markets, Dean'S List Fall 2018 from University Of Rochester - Simon Business School.

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Email format at OpenInvest, a J.P. Morgan company

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OpenInvest, a J.P. Morgan company

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Profile bio

About Graciela Codina, Cesga

I work as a Fixed Income Fund Manager and ESG Product Specialist at Vallbanc. I graduated from my MS in finance at Simon Business School, University of Rochester - Fulbright Awarded -, with outstanding academic performance and a demonstrated record of excellence, leadership, and results. I am a Certified ESG Analyst, I have academic training in economics in Barcelona and England combined with relevant online courses in financial markets and I passed the CFA Level I. Demonstrated success as a decisive leader, problem solver, and decision maker in extremely challenging and dynamic environments. I possess exceptional interpersonal communication skills and ability to present complex ideas in a transparent, concise manner to diverse audiences and individuals.My prior experience includes consulting, accountant analysis, fund management, corporate actions, securities and funds transfers, strategic planning and project management, along with the leadership of cross-functional teams. 

My Core Knowledge and Skills: 
Project Management * Strategic Planning * Market Research * Data Analysis * Accounting * Administration * Banking * Bloomberg * Allfunds * Fundsettle * BNY Mellon Platform* Markets * Economics * Securities * Finance * Trading * Microsoft Excel *

Current workplace

Graciela Codina, Cesga's current company

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OpenInvest, a J.P. Morgan company
Openinvest, A J.P. Morgan Company
Vice President - Value Based Investing Equity Research
san francisco, california, united states
Website
Employees
40
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8 roles

Graciela Codina, Cesga work experience

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Esg Research Associate

New York City Metropolitan Area

Feb 2023 - Feb 2024

Product And Esg Specialist

Jan 2021 - Jan 2023

Consulting Analyst

New York City Metropolitan Area

• Develop, execute and document the User Acceptance Testing (UAT) strategy for block trades from IPREO to Bloomberg TOMS to alleviate the manual booking of the tickets currently performed by the Middle Office team• Develop, execute and document the User Acceptance Testing (UAT) strategy for a bundle of fixes for the Fixed Income Platform• Implementation of SEC Remediation measures in regards of KYC documentation and customer statement management• Implementation of Short-Term Markets Desk establishing new product capabilities for trading, collateral management and balance sheet optimization. Coordinate meetings with stakeholders to follow-up and identify project critical issues

Oct 2019 - Jan 2021

Junior Analyst

Rochester, New York Area

In-depth due diligence and SWOT analysis in the raw materials and royalties industries using tools such as IBISWorld and Bloomberg to analyze potential investment opportunities

Oct 2018 - May 2019

6 Months International Travel – Australia And Philippines

Australia And Philippines

• Served customers at The Pass Cafe and packaged food at Peace, Love, and Vegetables food company• Participated in a 3-month volunteer program cleaning up the oceans while scuba diving (community work)• Traveled independently in both countries exercising extensive problem-solving and cross-cultural communication skills

Jan 2018 - Jun 2018

Organization Department (Managment Planning Department)

Andorra

• Led, designed, and presented a new document manager platform coordinated with teams to understand pain points and suggest recommendations. Increased efficiency of information systems, administrative procedures, and controls by 50%• Coordinated meetings with bank departments to develop and implement transverse projects• Assessed, inspected, wrote and approved more than 50 global policies, technical standards, and procedures

Sep 2017 - Dec 2017

Back Office Markets

Andorra

• Led daily securities transfers and communicated, liquidated and processed Corporate Actions events• Implemented process changes with the IT department based on back-office insight and consumer feedback that increased profit margins by accelerating the daily transfer of securities by 75%, helping over 1000 accounts• Reconciled bank accounts generated by Corporate Actions Events and trade settlement operations

Jul 2015 - Sep 2017
Team & coworkers

Colleagues at OpenInvest, a J.P. Morgan company

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5 education records

Graciela Codina, Cesga education

Degree Of Economics, Economics

Activities and Societies: Warwick Finance Society and Warwick Economic SocietyModules of the Warwick Economic Business School (Topics.

Degree Of Economics, Economics, Premi Als 10 Millrs Expedients D'Economia Curs 2014 - 2015 - Top 5

FAQ

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Quick answers generated from the profile data available on this page.

What company does Graciela Codina, Cesga work for?

Graciela Codina, Cesga works for OpenInvest, a J.P. Morgan company.

What is Graciela Codina, Cesga's role at OpenInvest, a J.P. Morgan company?

Graciela Codina, Cesga is listed as Vice President - Value Based Investing Equity Research at OpenInvest, a J.P. Morgan company.

Where is Graciela Codina, Cesga based?

Graciela Codina, Cesga is based in New York, United States while working with OpenInvest, a J.P. Morgan company.

What companies has Graciela Codina, Cesga worked for?

Graciela Codina, Cesga has worked for Openinvest, A J.P. Morgan Company, Openinvest, Vall Banc, Management Solutions, and Simon School Venture Capital Fund.

Who are Graciela Codina, Cesga's colleagues at OpenInvest, a J.P. Morgan company?

Graciela Codina, Cesga's colleagues at OpenInvest, a J.P. Morgan company include Jenna Hahn, Leyla Shevkatova, Tim Ferbend, Brandon In, and Sriraman Subbaraman.

How can I contact Graciela Codina, Cesga?

You can use AeroLeads to view verified contact signals for Graciela Codina, Cesga at OpenInvest, a J.P. Morgan company, including work email, phone, and LinkedIn data when available.

What schools did Graciela Codina, Cesga attend?

Graciela Codina, Cesga holds Ms In Finance, Finance And Markets, Dean'S List Fall 2018 from University Of Rochester - Simon Business School.

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