José E Gutiérrez Email & Phone Number

Greater New York City Area

Transaction Cost Analysis (TCA) consultant to institutional money managers, hedge funds and plan sponsors. Provided ad hoc analysis of and ‘deep dive’ into client trading data. Worked with product management and development team to implement new TCA reports, benchmarks, measures and other product enhancements. • Presented findings to heads of trading, portfolio managers, best-execution committees and company boards. • Recognized by clients as a trusted advisor and an expert in TCA.

Greater New York City Area

Advised senior software developers on functional specifications and performance requirements for a next generation state-of-the-art electronic program trading execution management system (EMS) targeted to large global multi-asset class managers. Including integration with risk management, portfolio optimization, transition management and transaction cost analysis tools. • Authored an 80-page document containing a competitive analysis and detailed specifications.

New York, Ny

Post-trade consulting and pre-trade analysis for institutional money managers and hedge funds. • Performed outlier and peer analysis.• Examined performance and characteristics of individual traders and portfolio managers. • Recommended optimized trading strategies to lower costs and meet client objectives.• Managed US-based consulting team.

New York, Ny

Sales Trader responsible for firm’s largest single account (up to $25mm in yearly revenue) and other top 20 accounts.• Created and managed long-lasting relationships with key clients based on excellent service, integrity and trust.• Developed, consulted on and tested the firm’s suite of algorithms. Patent issued for algorithm developed in 2003. Instrumental in developing algorithms optimized to beat specific benchmarks and a dynamic stop/loss algorithm.• Managed regional sales & trading team. Trained and mentored junior traders.

New York, Ny

Washington, Dc