Juan C. Martinez

Juan C. Martinez Email and Phone Number

Product Management at The Carlyle Group @ The Carlyle Group
washington, district of columbia, united states
Juan C. Martinez's Location
Washington DC-Baltimore Area, United States
Juan C. Martinez's Contact Details

Juan C. Martinez work email

Juan C. Martinez personal email

n/a
About Juan C. Martinez

Juan is a well-rounded top performer in project and financial management. His experience includes building digital products, leading global teams, mentoring staff, implementing target operating models, project management initiatives, financial analysis, trade support, and risk management. He excels at building partnerships with critical stakeholders and overseeing multiple global projects to present recommendations to senior leadership. Open to new opportunities in the technology, financial, and entrepreneurial industries. Specialties: Project Management, Product Management, Program Management, Business Development, Strategy, Operations, Client Relationship, Presentations, Research Analysis, Financial Reporting,

Juan C. Martinez's Current Company Details
The Carlyle Group

The Carlyle Group

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Product Management at The Carlyle Group
washington, district of columbia, united states
Website:
carlyle.com
Employees:
1944
Juan C. Martinez Work Experience Details
  • The Carlyle Group
    Product Management
    The Carlyle Group Apr 2018 - Present
  • Jpmorgan Chase & Co.
    Vice President | Corporate Oversight & Control
    Jpmorgan Chase & Co. Jan 2017 - Dec 2017
    Greater New York City Area
    • Ideated, implemented, and shipped a diverse product lineup by generating buy in from clients, managing product backlogs & sprint planning, running SCRUM agile teams, and delivering the end product to market in 3-4 week sprint cycles 
• Managed, defined and executed the roadmap on +20 strategic products & features; utilized by 10K global users which provide +1500 metrics to identify, assess, control and mitigate risk impacts to the firm 
• Analyzed multiple sources of data to understand customer needs, created release plans, decomposed epics, prioritized features, ensured smooth post release reviews, and identified/measured success metrics 
• Led and trained a team of Product Owners/Business Analysts to run SCRUM teams, develop technical/non-technical business requirements documents (BRD) /user stories, create wire-frames, conduct product demos {Risk Control Self-Assessment (RCSA), SOX, internal loss event data} document user interface layouts & system requirements, and contribute to marketing materials 
• Delivered executive global product presentations while monitoring the impact of new features to end users and serving as a key subject matter expert to IT support teams 
• Owned the strategic vision and product roadmap as the Product Owner of a new web application component, successfully delivering +70 detailed functional user stories spanning over three MVP epics and +12 months of development by 11 engineers (UI, UX, JAVA, DB, ETL, QA)• Implemented innovative solutions to improve the effectiveness of the firm’s internal risk management framework by working alongside our internal customers to obtain meaningful insights into their risk reporting requirements
  • Jpmorgan Chase & Co.
    Associate | Corporate Oversight & Control
    Jpmorgan Chase & Co. Apr 2015 - Dec 2016
    Greater New York City Area
    • Delivered and translated complex technical concepts to executive team on user behavior trends, product schedules, and functionality enhancement to contribute to, short & long-term strategic resource allocation planning• Leveraged data to quickly navigate ambiguity and facilitate decision making around prioritization of requirements while managing competing priorities• Steered a cross functional +8 resource team to validate and deliver on-time the Systems Integration Testing (SIT) and User Acceptance Testing (UAT) of new products and features as part of the system development life cycle (SDLC)• Elicited requirements from stakeholders by conducting detailed interviews on +550 reporting products to decommission, redesign and drive rapid adoption for new operational risk Key Performance Indicator (KPI) QlikView dashboards• Decreased defect review times by 75%. Led cross functional teams of engineers to resolve urgent bugs, while ensuring quality, security, functionality, usability, and SLAs/performance requirements were met• Defined governance standards around the reporting on firm-wide cross line of business operational risk losses data, SOX/CCAR, new business initiatives and risk & control self-assessment framework
  • Deutsche Bank
    Trade Support Analyst | Commodities Middle Office
    Deutsche Bank Nov 2013 - Apr 2015
    Greater New York City Area
    • Implemented strategic team led projects to automate end of day futures & treasury closing prices; by executing tactical project level activities and tasks resulting in an increase of trade entry performance by 50%• Synthesized complex derivative data and delivered insightful analysis of trading positions, interest rates metrics, and mark to market valuation models utilizing technology database queries (SQL, VBA, Windows PowerShell) to generate the daily P&L summaries• Fortified team building and collaboration capabilities by traveling internationally to enhance the support model from the London office to rectify P&L issues related to trade settlement, client statements and fee reconciliations• Captured derivative trade products including but not limited to Index Swaps, Futures, Forwards, Variance Swaps, Puts and Calls in proprietary “Risk Management System” to ensure accurate risk reporting and controls in three core trading books (Correlation & Index, Oil & Ags and Precious Metals)
  • Deutsche Bank
    Operations Analyst | Us Cash & Trade Operations – Ach Ops
    Deutsche Bank Jan 2013 - Nov 2013
    Jersey City, Nj
    • Collaborated with the leadership team across payment processing SWIFT, OFAC, AML, Credit Risk Management and Customer Service Officers to mitigate customer risk and account funding limits for daily ACH payment file transmissions • Redefined and forecasted the team’s staffing allocation capacity model to gain key insights into productivity; providing senior management with an improved statistical overview of the operating area to drive better decision making• Attained proficiency in processing an est. daily $300-$500MM client file collection monitoring, while ensuring balancing and reconciliation with the files saved on the ACH system/general ledger. Alternatively monitoring the distribution of files to the Electronic Payment Network for processing and ensuring full reconciliation proof for the files received• Performed payment exceptions that included reversals, deletions and returns for new and existing customers on the ACH (Pep+ ) system
  • Deutsche Bank
    Research Analyst | Us Cash & Trade Operations - Check Research
    Deutsche Bank Apr 2012 - Jan 2013
    Jersey City, Nj
    • Achieved the finalization of the “AIM" digital information management project. Incorporating extensive VBA code, and statistical analysis into the monthly case volume tracking tools; increasing productivity by 75% and the off shoring of monthly tasks• Collaborated with multi-silo VP’s and area managers to construct multiple statistical volume databases for tracking of ACH investigation $1.5MM fraud items, LockBox Services $400MM processing volume, and Check Research $250MM monthly exception volumes• Executed daily $450MM credit and debit Federal Reserve Settlement reconciliation procedures; validating credit for Checks, Bonds, Treasury Items and Image Cash Letter files• Actualized the clearing of exception/rejected Check Drafts, Treasury Items, Federal Reserve reclamations and Preferred Collection Services items
  • Adecco
    Compliance Officer | Temp - Deutsche Bank
    Adecco Dec 2011 - Apr 2012
    Jersey City, Nj
    • Partnered with lead business continuity project manager & technology systems engineers to perform Disaster Recovery tests; moving digital services to back-up systems during critical building, data center and server failures• Bolstered the design and execution of the global business resiliency/disaster recovery “Knowledge Transfer Training” program, which assessed and trained +40 employees throughout multiple Payment & Clearing Services departments• Delineated a practical and direct resolution of management concerns identified during continuity exercises, by creating an automated standardized matrix of multiple business lines, products and applications• Enhanced and refurbished critical business line specific Electronic Business Continuity Management documents to manage risk, regulatory, and corporate business security standards
  • Wells Fargo
    Intern- Carolinas Community Bank Finance
    Wells Fargo Jun 2011 - Sep 2011
    Charlotte, North Carolina Area
    • Increased monthly sales performance and expense data retrieval time within regional financial models by utilizing VBA to facilitate the process• Contributed to primary fundamental research and analysis on 2011- 2012 sales planning to measure effects of Pre/Post conversion of all financial products (Presented completed research studies to senior management and district leaders)• Developed and refined total Carolinas 2011- 2012 ROA forecast model with incremental research findings in production, staffing, and accounting balances• Gained an understanding of accounting principals from monthly regional Income Statement & Balance sheet development along the creation of Total Community Banking P&L statement, while assisting with the allocation of $6.5MM expenses• Participated in a wide variety of ad hoc projects; which included, I) Assist with monthly reporting documents, II) Revenue generation and expense reduction, III) Donation allocation, IV) Auto and travel district review, and V) Account plan and performance comparison

Juan C. Martinez Skills

Program Management Business Development Project Portfolio Management Financial Analysis Project Management Product Development Analysis Microsoft Excel Vba Sas Hyperion Essbase And Planning Sql Cognos Sharepoint Alm Jira Qlikview Tableau R Python Powershell Strategy Analytical Skills Financial Reporting Financial Planning Financial Modeling Investment Banking Risk Management User Acceptance Testing Business Requirements Data Integrity Training Disaster Recovery Project Coordination Project Planning Forecasting Agile And Waterfall Methodologies Cross Functional Team Leadership Business Process Improvement Management Strategic Partnerships Software Development Life Cycle Team Management Reporting And Analysis Data Warehousing Data Modeling Teradata Internal Controls Enterprise Risk Management Governance

Juan C. Martinez Education Details

Frequently Asked Questions about Juan C. Martinez

What company does Juan C. Martinez work for?

Juan C. Martinez works for The Carlyle Group

What is Juan C. Martinez's role at the current company?

Juan C. Martinez's current role is Product Management at The Carlyle Group.

What is Juan C. Martinez's email address?

Juan C. Martinez's email address is jc****@****ncc.edu

What schools did Juan C. Martinez attend?

Juan C. Martinez attended University Of North Carolina At Charlotte - Belk College Of Business.

What are some of Juan C. Martinez's interests?

Juan C. Martinez has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Juan C. Martinez known for?

Juan C. Martinez has skills like Program Management, Business Development, Project Portfolio Management, Financial Analysis, Project Management, Product Development, Analysis, Microsoft Excel, Vba, Sas, Hyperion Essbase And Planning, Sql.

Who are Juan C. Martinez's colleagues?

Juan C. Martinez's colleagues are Kate Marsh, Neha Sharma, Darden Bell-Ramchandran, Smruti C., Fifi Hui, Massimiliano Ursig, Mrugaja Bijurkar.

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    Dedicated Professional With A Diverse Background In Banking, Insurance, Lending And Equity Markets. Skilled In Working Under Pressure, Adapting To New Situations And Challenges To Best Enhance Corporate Branding.
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