Juan Luis Podesta Ruiz Email & Phone Number

Peru

Lima, Peru

Designed and implemented social outcome measurement and climate change related TA initiatives, including 10+ investees joining 60dB Index with 65% budget co-financed.Developed 30+ ESG assessment for investment transactions ensurng compliance with ESG regulations (e.g. SFDR) and submitted reports to investors.Member of gender and climate change working groups, and former chair of DEI committee.

Lima, Peru

Designed a P2P knowledge initiatives to share lessons among a larger network, testing with 17 investees.Organized two Refugee finance webinars and an on-site digitalization event during MFC Conference in ECCA.Delivered a Post-covid risk management training program for investees with little arrears history in South Asia.Launched an scaled up training program on digital strategy, data management, agility, MVP, reaching 20 investees in 20+ countries, in LAC, Africa and Southeast Asia.Supported five investees to assess COVID-19 impact and disseminated results on women and poor of the poor, and conducted a two-year virtual program on COVID-19 recovery reaching 136+ investees in 46 countries.Represented TJ as speaker or panelist at COFIDES (2020), e-MFP (2021), MFC (2022), Redcamif (2022).

Lima, Peru

Redesigned TJ Advisory Services and launched an online site to strengthen investees´ digital journey, agile organizations, user-centric approaches, and competencies building.Supported 19 FSPs to design digital strategies, a scrum methodology implementation and six digital solutions on DFA, alternative channels, payment, lean data/SPM, CBS.Designed and conducted DFS surveys in 2017 and replicated in 2019-20 with 81 FSPs in four regions.Represented TJ as speaker or panelist at Redcamif (2017), TJ digital workshop (2018), RFD (2019), FEPCMAC (2019), Axon Impact (2019).

Lima, Peru

Identified market opportunities, surveyed target market, developed partnerships with agriculture producers and suppliers, and raised family office funds for US$30,000.Designed business, operational and communication plans, formalized enterprise, drafted stakeholders’ agreement, and developed client base of 30+ individual clients and three corporate clients.Launched digital online platform, managed financial resources, defined and tracked key performance indicators, hired and trained new staff, and achieved monthly average of 34%.

Latin America

Developed LAC strategy, assessed target market, and drafted and annual plan to grow operations in the region. Managed an entrepreneurial ecosystem mapping, identified business opportunities (agroindustry, ecotourism) to mobilize financing in the amazon region, and trained+30 entrepreneurs trhough “Aprende y Emprende” program.Linked a camu-camu cooperative with local cooperative, such as hotels and restaurants. Led a proposal preparation and obtained a US$200,000 WBG grant for a Clean cookstove program.Represented I-DEV as keynote speaker at a Dirección Regional Agraria event.

Latinamerica

Drafted a regional market strategy and annual plan, and identified potential FSP partners in high impact markets.Presented value proposition to five FSPs in Peru, negotiated contract terms, and signed up a FSP in Argentina.Conducted field research through four client satisfaction surveys to understand market needs and test UX.

Lima, Peru

Rolled out psychometric credit scoring on five countries, managed relations with eight FSPs and trained 100+ staff.Conducted field visits to FSPs´ branches to diagnostic and improve loan processes for an effective product roll out.Partnered with FEPCMAC and nurtured existing commercial relationship with Equifax in Peru and Ecuador.

Lima, Peru

Support Program Manager, drafted two country strategy plans and provided insights for regional strategy.Identified business opportunities, and represented IFC with prospects. Led design and implementation of sustainable energy finance (SEF) for energy audits in Peru and a market study in Brasil and design a trade finance (TF) projects, leveraging on global expertise.Co-organized business conferences on SEF (Peru) and on SME finance (Caribbean). Drafted documentation (e.g. concept notes, early review, approval, progress reports), and reviewed contracts.Coordinated procurement processes for service providers (draft EOIs/ToRs, led evaluation committee) and oversighted consultant performance to ensure high quality of deliverables.Coached new Access to Finance staff in Lima, Mexico, Brazil and Trinidad & Tobago.Acted as M&E point person coordinating trainings and supporting KPIs` design and tracking.

Mexico City Metropolitan Area

Organized Trade Finance business conference in Mexico for IFC Investees in the region.Led four steering committee meetings with mortgage sofoles to build a mortgage toolkit.Designed a SME Finance program in collaboration with PRONAFIN and FIRA, including a SME market mapping.

Washington D.C. Metro Area

Reviewed investment process, identified action items and recommended corrective measures

Lima, Peru

Developed P&L segmentation for Retail and Consumer banking units, and presented findings to senior management on a monthly basis.Coordinated a US$4 million annual budget plan for the Reatil and Consumer banking units.

Lima, Peru

Conducted profitability measurement analysis on derivatives and fixed income products.Developed market research and competitive analysis reports of main economic sectors in Peru and Latin America, and drafted ad-hoc reports to address main external risk factors.

Mba, Finance And Global Business Management

Activities and Societies: Member: Graduate Finance Association MBA Soccer Association Net Impact (Social Responsibility)

Mba, Double Degree (Ut)

Consistent solid record which led to academic Scholarships (covered 50% of tuition).

Bachelor On Economics, Finance And Entrepreneurial Economics

Activities and Societies: Astronomic Association Rotaract Club, Rotary International program for young professionals. Consistent solid.