Javier Ortega Email & Phone Number

Mexico City, CDMX, MX

Mexico

• Leading and managing a multidisciplinary team of four people delivering financial solutions to clients by identifying new deal opportunities enabling clients to access local and international markets reporting directly.
• Led and coordinated all parties during market transactions, positioning the bank as one the top 3 banks for DCM in Mexico.
• Designed, implemented, and executed private asset backed securities (ABS) transactions leading to induce business contributing in 40% of the annual revenue objective.
• Oversaw transaction execution implementation, retaining between 90%-95% of clients.
• Analyzed potential structures/ transactions in coordination with different areas including project finance, bankers and syndicated loans.
• Accountable for the budget and P&L, leading to diverse strategies and product developments to obtaining between 8%-10% annual growth.

Mexico

• Leading a team of 2 direct reports and accountable for executing and delivering plain vanilla and structured transactions, reporting directly to clients, CFO and Treasurers.
• Executed private and public transactions in local and international markets increasing DCM´s revenues on a compound annual growth rate of 24%.
• Handled legal documentations of structured transactions by negotiating best practices and flexibility enabling optimal leverage of transactions and the possibility of withdrawing 6 months reserve for client’s cash-out.
• Defended and prepared transactions before the risk and credit committees obtaining authorizations equivalent to a 30%-50% underwriting, mitigating market execution.
• Coordinated with private banking area their potential participation anchoring each transaction between 25%-50%.

Mexico

• Accountable for supporting and providing market materials and database updates to Vice Presidents and Directors for transactions, elaborate clients pitches and sales teams teach-in.
• Designed of market update presentation structure and indicative rating assessments, implementing optimal financial solution to clients reducing financial costs by around 200 basis points.
• Overseeing teach-in between clients and institutional sales, improving credit quality assessments for investors decision making obtaining a hit ratio of successful transaction of 97%.
• Developed and improved channels of communications between the DCM team in Mexico City and risk team in Spain accomplishing 95% acceptance rate for transactions.
• Development of rating agency and roadshow materials for evaluation and marketing purposes allowing for first time issuers tapping to local market allowing other sources of funding for the clients.
• Created and developed a data base of market transactions which enables a better understanding of market conditions, adequate benchmarks, and comparable references, leading to pricing rational within +/- 5 basis points.

Mexico

• Accountable for new investment opportunities and implementing computer numerical control (CNC) in the factory reporting directly to CEO and COO.
• Led and assessed a study of equipment efficiency justifying a $500,000 USD investment allowing the company´s output production by 36%.
• Mentored and train over 14 persons in lean and flexible manufacturing as well as CNC programming accomplishing more structure and reducing waste in 8%.
• Introduced and developed a new product line contributing to a gain in P&L between 4%-7%.
• Identified and developed working capital solutions which enabled to reduce lead times by two days and increase margins by 4%-6%.

Mexico

• Accountable for assessing time and motion analysis in plant and elaborated working materials for engineers.
• Compiled information regarding factory´s layout proposing new rearrangement in machinery achieving efficiencies of 10%-15%.
• Analyzed and proposed new working methods reducing administrative burden for orders by 33 %.

Engineering, Industrial Engineer

Education record

Part of an exchange program with Universidad Iberoamericana