Jose Sobrinho Email & Phone Number

New York, Ny, Us

Boston, Massachusetts, Us

In this role, I manage a suite of private equity applications, with Investran as my primary focus, taking on the role of application owner at State Street. My responsibilities include leading complex, cross-functional projects and collaborating with matrixed teams to ensure each member understands their role, promoting a culture of respect and teamwork. I bring a solid foundation in software engineering to drive innovation and regulatory compliance, leveraging expertise across various platforms to streamline integration and enhance project management processes.Selected achievements: ✅ Spearheaded significant upgrades and decommissioning efforts for end-of-life systems, rigorously maintaining compliance with legal and regulatory standards for private equity tools.✅ Directed pivotal migrations and digital transformation projects, including a major transition of 150 servers to AWS, optimizing infrastructure performance.✅ Established robust cloud replication solutions for applications like Snowflake and oversaw the decommissioning of 200 servers in alignment with end-of-life programs, advancing our cloud strategy.✅ Drove forward-thinking strategies by combining technical know-how with comprehensive project oversight, consistently delivering impactful and sustainable outcomes.✅ Elevated team performance through a leadership approach that values respect and collaboration, inspiring team excellence and smooth coordination for project milestones.✅ Led a team of technical professionals, coordinating daily standups to align goals and maintain steady project momentum.#ProjectLeadership #CloudComputing #PrivateEquity #AWSMigration #DigitalTransformation #TeamBuilding #TechInnovation #Investran #StateStreet

New York, Ny, Us

In this role, I spearheaded advanced solutions for the Private Equity Fund Services division, including creating and implementing essential tools like a Valuations Processing Data Engine, Capital Allocations & Management Fees Engine, DTCC AIP Position and Valuation Data Feed, Form PF Data Creation, Intacct-to-Investran DIU Data Mapping, and automated wire transfers with U.S. banks. I also led detailed data privacy assessments, proactively addressing GDPR and Privacy Shield protocols to uphold compliance standards.Key contributions: ✅ Adopted a Product Owner approach to develop high-impact IT solutions for Gen II, crafting a clear project vision that consistently aligned with business objectives for maximum efficiency.✅ Designed and implemented data engines and mapping tools that simplified complex processes across valuations, capital allocations, and automated wire transfers, driving measurable performance improvements.✅ Conducted rigorous data privacy assessments, ensuring that data handling met stringent regulatory requirements under GDPR and Privacy Shield, fortifying compliance across all solutions.#PrivateEquityInnovation #DataCompliance #GDPR #ITSolutions #FinancialDataManagement #GenII

Grand Cayman, Cayman Islands, Ky

In this capacity, I drove the simultaneous delivery of high-impact projects, including major upgrades to Investran and Yardi, the rollout of a new investor portal featuring QlikSense dashboards, and the creation of a customized Waterfall calculation tool for Citco, a winning product up to this day. I focused on enabling smooth communication and strong collaboration across teams, swiftly addressing any issues to maintain project pace and ensure seamless execution from start to finish.Key highlights: ✅ Led daily production support and oversaw a 30-member team across four locations, skillfully managing resources to keep projects on schedule and within budget.✅ Designed the concept and led the development of the Citco Waterfall Tool.✅ Secured timely achievement of all project milestones, expertly coordinating complex workflows to meet critical timeframes and cost goals.#ProjectManagement #Leadership #InvestorPortal #DataDashboards #InvestranUpgrades

New York, Ny, Us

[Application Integration Manager]✅ During this tenure, I played a pivotal role in driving a project that was recognized as one of JPMorgan's Global Top 10 Projects in 2013.✅ I spearheaded the integration of TCS Bancs with legacy systems, significantly boosting operational efficiency and enhancing system functionality.✅ My responsibility here was to direct the implementation of proxy voting and reconciliation procedures, ensuring our operations met rigorous regulatory standards.✅ I collaborated closely with both internal and external stakeholders, streamlining SWIFT transaction processing and fostering cross-functional alignment.[Application Development Manager]✅ In this role, I successfully managed five major projects over several years, demonstrating resilient leadership and consistent project success.✅ I was instrumental in coordinating and developing strategic initiatives within the Private Equity and Real Estate departments, leveraging my expertise in Investran and MRI platforms to enhance project outcomes.✅ Transitioning from an individual contributor to a team leader, I guided the Private Equity Fund Services (PEFS) Client Solutions Application Development Team, focusing on delivering tailored client solutions.[Software Engineer / Development Team Leader]✅ My career here evolved from VB/.Net programming into a leadership role where I guided the development of Global Consolidated Reports, a Java-based application vital for portfolio performance analysis across multinational pension funds.✅ I headed the deployment of the Global Consolidated Reports application, resulting in streamlined portfolio management for our international clients.✅ Additionally, I developed and launched a Stable Value reporting application, providing accurate, reliable accounting solutions that enhanced financial reporting standards.#ProjectManagement #SystemIntegration #Leadership #FinancialTechnology #ClientSolutions

Mba In Banking, Banking And Financial Support Services

Bs, Business Management