Jorge E. Sanchez S. Email & Phone Number

Burlington, Ma, Us

Level I certified in Manager Workbench (Investment Decision Support), Blotter, Compliance, Charles River Anywhere, System Administration, Derivatives and Installing and Configuring the Charles River IMS.• Implementation of CRD Investment Solutions (CRIMS) for Buy Side Clients across the U.S.• Assessment of client’s requirements, defining project scope.• Interaction with Front end/ Middle end, back end, compliance and IT personnel, coordinating tasks with CRD internal teams, from beginning to the end of CRIMS implementation.• Design of life investment cycle workflows, for different asset types (including Fixed Income, Equity and Derivatives), and advice clients on usage and configuration of CRIMS, leveraging 19 years of expertise in Technology and Capital markets.• Development of proof-of-concepts and deliver of final solutions.• Interaction with third-party vendors (e.g., Bloomberg, Advent Axys, IDC) in order to integrate CRIMS with their solutions.• Management of client relationship during implementation, and coordination with Relationship Managers to transition ownership of accounts .

• Responsible for the development of Multi-Asset Solutions. Developed Equity product Business Plan. Gathered intelligence from current clients and future prospects.• Lead the construction of: Brinson Performance Attribution Model for equity portfolios, upload of streams of historical data and calculation of portfolio level indicators (Returns, Beta, R square, Standard Deviation, Sharpe Ratio, Upside/Downside Capture, ex-post Tracking Error, etc.).• Trained sales force on equity portfolio analytics.

New York, Ny, Us

• Member of elite team responsible for explaining the most advanced and complex topics related to the Portfolio and Risk Analytics suite of functions provided by Bloomberg terminals.• Daily face-to-face and virtual contact with Portfolio Managers, Risk Managers and Equity/Fixed Income Analysts to collect and filter client needs in order to propose further enhancements to Bloomberg Product.• Provided reconciliation of performance and attribution calculations at client request. Responded to complex questions about Equity/Fixed Income Factor Models and its applications to estimate Tracking Error, Value at Risk, Scenario Analysis and Portfolio Optimization.• Designed and taught monthly client seminars on multi-asset portfolio analytic's platform (PORT)• Provided expertise to clients on searching for securities based on fundamental indicators, designing optimization tasks for the construction of efficient portfolios, and back-testing investment strategies.• Represented global intelligence team at annual product summit to uncover strengths, weaknesses, opportunities and threats (SWOT) for portfolio tools at Bloomberg based on direct discussions with clients during the year.• Mentored junior specialists and support Application Specialists with advanced Portfolio topics.

New York, New York, Us

• Expert on Order Management life cycle: Order origination and routing, market access, position keeping, pre and post compliance, trade confirmation and allocation, back office processing and integration with third party systems.• Responsible for implementation, project management, relationship management and sales of Bloomberg’s suite of trading solutions designed for buy-side institutions, hedge funds and proprietary trading desks.• Followed client’s trading workflow and recommended best practices to integrate processes related to portfolio management, trading and operations. • Worked with third party entities (Accounting Systems, Custodians and Fund Administrators) to integrate Bloomberg solutions with their internal systems in order to provide straight-through processing solutions.• Worked closely with clients, product managers and programmers to establish P&L calculations (realized and unrealized) for different types of assets, including: CDS, Plain Vanilla Interest Rate Swaps, Swaptions, OTC FX options.

New York, Ny, Us

• Worked closely with sales people to sell and train clients on suite of fixed income functionality available at Bloomberg Terminal.• Provided feedback to product managers for enhancements of fixed income functionality based on client needs.• Mentored internal sales force on fixed income analytics and Bloomberg Terminal.• Represented Bloomberg LP on Seminars and other events as an expert on Fixed Income suite of solutions.

New York, Ny, Us

New York, Ny, Us

Master'S Degree, Economics

Graduate Diploma, Applied Macroeconomics

Licenciado (Ba), Economics

Certificate, Economics Of Blockchain And Digital Assets