Jesus Rodriguez De Sarrazin, Cfa Email & Phone Number

Irvine, California, United States

Long Beach, California

- Actively manage over $450 million of multi-asset class portfolios for affluent and institutional clients. Responsibilities include asset allocation, portfolio realignment, performance analysis and attribution, cash flow management and risk management.- Design and update investment strategies to achieve the client’s desired risk/return profile.- Realign portfolio exposures to the recommended asset allocation given its investment objective.- Design and implement risk management strategies for portfolios with concentrated assets.- Discuss investment performance, risk management strategies and current financial market trends with internal partners, existing clients, and prospective clients.

Shanghai City, China

- Executed top-down macroeconomics analysis and developed multi factor models to determine price drivers for residential real estate in the Shanghai Metro area using Matlab.- Performed scenario and sensitivity analysis to assess the effect of circuit breaker policies on the Shanghai Composite Index volatility using Matlab.- Coordinated and presented on a bi-weekly forum about relevant financial events like The Great Depression, Brexit and the emergence of e-commerce in China among others.

- Specialized on the deployment of advanced maritime traffic control equipment- Constructed cash flow analysis to determine maritime traffic control project viability, putting particular emphasis on the risk factors affecting the oil industry.-Designed deployment timetables of maritime traffic control projects.- Created deployment contingency plans reducing estimated schedules by up to 38%.- Managed and coordinated operations between various teams, increasing labor productivity by 23%.- Provided technical support and maintenance for operational systems

Mérida Area, Venezuela

- Instructed first-year business students in Calculus - Planned and implemented lessons and evaluations throughout academic year- Increased overall student performance by 18%

Master’S Degree, Finance

Full scholarship recipient - awarded by the Chinese Government Scholarship Council Course Work: Investments, Banking, Corporate Finance.

Master Of Science (Msc), Control And Automation

Course Work: Signal Processing, Modeling, Identification, Linear Systems, Non-Linear Systems, Idustrial Instrumentation, Industrial.

Bachelor Of Science (Bsc), Physics

Course Work: Calculus, Linear Algebra, Differential Equations, Partial Differential Equations, Programing, Signal Processing, Physics.