Retail Trader
Current- Retail Trader with a Long / Short Portfolio strategy in the US Market
Mar 2022 - Present
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Juan Carlos Rojas Email & Phone Number
Portfolio Manager
at
Institute of Trading and Portfolio Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Mexico City, Mexico, Mexico
Company size
Who is Juan Carlos Rojas? Overview
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Quick answer
Juan Carlos Rojas is listed as Portfolio Manager at Institute of Trading and Portfolio Management, a company with 15 employees, based in Mexico City, Mexico, Mexico. AeroLeads shows a matched LinkedIn profile for Juan Carlos Rojas.
Juan Carlos Rojas previously worked as Retail Trader at Institute Of Trading And Portfolio Management and Global Sustainability Program Manager for Inclusive Growth at Bbva. Juan Carlos Rojas studied at Institute Of Trading And Portfolio Management.
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Institute of Trading and Portfolio Management
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Profile bio
About Juan Carlos Rojas
Análisis de la viabilidad e impacto económico, financiero y de negocios de las modificaciones regulatorias que se presentan a las autoridades del Sistema Financiero Mexicano, que permitan la transición hacia modelos digitales de banca.
Listed skills include Banking, Financial Inclusion, Financial Analysis, Mutual Funds, and 14 others.
Current workplace
Juan Carlos Rojas's current company
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Institute Of Trading And Portfolio Management
8 roles
Juan Carlos Rojas work experience
A career timeline built from the work history available for this profile.
Global Sustainability Program Manager For Inclusive Growth
- Implementation of the Inclusive Growth Strategy at a global level based on the Sustainable Development Goals (SDG) (Spain, Turkey, Mexico, Argentina, Colombia and Peru) in Retail Banking, Business Banking and Corporate.
- Using ESG criteria, establishment of Financing, Banking and Savings KPIs with a focus on low income segments and on vulnerable regions.
- Implementation of global KPIs and strategy monitoring by coordinating with other countries’ workstreams.
May 2021 - Jan 2022
Global Program Manager
- Developed two different non-financial services modules within the BBVA app (Super App Project). These modules were later implemented in other countries with BBVA presence.
- Outreach to other companies, with the aim of evaluating whether their business model was compatible with the Super App Project. Determination of technical necessities and economic feasibility.
- Coordination with teams involved in end-to-end development, production launch, and commercial promotion of Super App modules
Dec 2019 - Mar 2021
Financial Inclusion And Government Affairs Unit Leader
- Created the Financial Inclusion Special Global Award in coordination with the Innovation Unit (Spain).
- Participated in the team of judges who evaluated and voted for the winner. Destácame (Highlight me) – Winner of the 2015 edition Musoni – Winner of the 2016 edition ePesos – Winner of the 2017 edition
- Proposed regulatory modifications to Government authorities, which allowed the development of digital models supported by new technologies.
Sep 2014 - Nov 2019
Global Project Manager
- Developed the global strategy for Financial Inclusion in Peru and Venezuela using low-cost channels such as banking agents and mobile banking. Developed business models for financial products for the low-income segment.
Aug 2013 - Aug 2014
Advisor To The Presidency
Comisión Nacional Bancaria Y De Valores
- Analyzed and researched strategic projects related to the planning and development of the Mexican financial system, with an emphasis on Financial Inclusion:○ Banking Agents: the role of independent retailers and.
Apr 2011 - Jul 2013
Deputy Director Of Investment Funds
Comisión Nacional Bancaria Y De Valores
- Reviewed legal compliance of investment funds strategies.
Mar 2006 - Mar 2011
Deputy Director Of Financial Analysis
Ministry Of Public Education
- Implemented Business Intelligence for real-time statistical analysis of the budget.
Jan 2002 - Feb 2006
3 education records
Juan Carlos Rojas education
Education record
Institute Of Trading And Portfolio Management
Maestría En Finanzas, Finanzas
Licenciatura En Economía, Finanzas
FAQ
Frequently asked questions about Juan Carlos Rojas
Quick answers generated from the profile data available on this page.
What company does Juan Carlos Rojas work for?
Juan Carlos Rojas works for Institute of Trading and Portfolio Management.
What is Juan Carlos Rojas's role at Institute of Trading and Portfolio Management?
Juan Carlos Rojas is listed as Portfolio Manager at Institute of Trading and Portfolio Management.
Where is Juan Carlos Rojas based?
Juan Carlos Rojas is based in Mexico City, Mexico, Mexico while working with Institute of Trading and Portfolio Management.
What companies has Juan Carlos Rojas worked for?
Juan Carlos Rojas has worked for Institute Of Trading And Portfolio Management, Bbva, Bbva Bancomer, Comisión Nacional Bancaria Y De Valores, and Ministry Of Public Education.
How can I contact Juan Carlos Rojas?
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What schools did Juan Carlos Rojas attend?
Juan Carlos Rojas studied at Institute Of Trading And Portfolio Management.
What skills is Juan Carlos Rojas known for?
Juan Carlos Rojas is listed with skills including Banking, Financial Inclusion, Financial Analysis, Mutual Funds, Strategic Planning, Portfolio Management, Retail Banking, and Risk Management.
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