
Gregorio D.
Asset Management Summer Analyst

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About me
JPMorgan Risk Product Strategy & Execution Analyst. University of San Diego BBA Finance and Business Economics.
Education

Southwestern College
2016 - 2019General Studies, Finance
University of San Diego
2019 - 2023Bachelor of Business Administration - Major in Business Economics
University of San Diego
2019 - 2023Bachelor of Business Administration - Major in FinanceActivities and Societies: Student Finance Association, Investment Banking Club.
Experience

Goldman Sachs
Jul 2020 - Aug 2020Asset Management Summer AnalystGoldman Sachs Asset Management (GSAM) Summer Analyst within the Consumer and Investment Management Division (CIMD).- Developed competitive analysis comparing GSAM ETF offerings versus top ETF managers. Evaluated positions by Asset Class, Geographic Region, AUM, and Expense Ratios. Recommended short- and long-term solutions to lead GSAM to increase AUM. - Built a report for a new service Goldman Sachs could offer by integrating internal product lines to increase target demographic exposure which would lead to increased AUM and revenues. Explained how available resources would integrate, provided visualization of potential revenues and increased AUM at scale, and compared this new service to competitor offerings.- Developed report on COVID-19’s impact on Asset Management. Analyzed trends caused by COVID-19 and provided in-depth recommendations for GSAM to reposition itself to address sector changes and new client needs. - Demonstrated fund knowledge by pitching an investment opportunity into a Large Cap Growth mutual fund driven by quantitative investment strategies to Sales Desk Managers, Vice Presidents, and Regional Directors. - Utilized financial analysis and due diligence to provide weekly market updates for Directors and Vice Presidents on relevant financial market trends.- Centralized Salesforce and Discovery data to accelerate Regional Consultants and Directors client interactions. Show less

San Diego Padres
May 2021 - Jan 2023Guest Experience Ambassador
JPMorgan Chase & Co.
Jun 2022 - Aug 2022Risk Management Summer Analyst- Worked in the Wholesale Credit Risk Transformation (WCT) and Product Strategy team within the Consumer and Investment Bank Risk Division. WCT focuses on process & technology optimization and the delivery of best-in-class data-driven solutions for managing wholesale credit risk across Commercial Banking and Corporate & Investment Banking.- Demonstrated teamwork by working within a product team consisting of Credit Risk Analysts, Associates, and software developers. Worked with Credit Risk team to understand business purpose and Tech team to build product task structure. - Lead product stakeholders meeting to gather information to understand application pain-points, steps taken to complete work, and product improvements. I would use this information to build diagrams/flow charts of current state processes. - Solved current state problems by making strategic future state feature recommendations to modernize an internal application, leading to a 40% reduction in steps taken by Credit Officers to complete day-to-day tasks.- Learned the Agile software development methodology. Show less

JPMorgan Chase & Co.
Mar 2023 - nowProduct Strategy & Execution Analyst
Licenses & Certifications
- View certificate

Python for Everybody by University of Michigan
Coursera Course CertificatesOct 2019 - View certificate

Introduction to Spreadsheets and Models by University of Pennsylvania
Coursera Course CertificatesJul 2019 - View certificate

Introduction to Financial Accounting by University of Pennsylvania
Coursera Course CertificatesFeb 2019 - View certificate

Introduction to Corporate Finance by University of Pennsylvania
Coursera Course CertificatesDec 2018 - View certificate

Goldman Sachs MyLearning - CIMD Intern Track 2020 Exam
Financial Edge TrainingJun 2020 - View certificate

Python for Finance: Investment Fundamentals & Data Analytics
365 CareersJan 2020 - View certificate

The Complete Investment Banking Course 2018
365 CareersMay 2018 - View certificate

Beginner to Pro in Excel: Financial Modeling and Valuation
UdemyDec 2018 - View certificate

Hedge and Mutual Fund Careers: The Complete Guide
UdemyJun 2019 - View certificate

Series 7 Exam Preparation: Equity Securities
UdemyDec 2018
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