Gregorio D.

Gregorio D.

Asset Management Summer Analyst

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location of Gregorio D.Dallas-Fort Worth Metroplex

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  • Timeline

  • About me

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

  • Education

    • Southwestern College

      2016 - 2019
      General Studies, Finance
    • University of San Diego

      2019 - 2023
      Bachelor of Business Administration - Major in Business Economics
    • University of San Diego

      2019 - 2023
      Bachelor of Business Administration - Major in Finance

      Activities and Societies: Student Finance Association, Investment Banking Club.

  • Experience

    • Goldman Sachs

      Jul 2020 - Aug 2020
      Asset Management Summer Analyst

      Goldman 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 2023
      Guest Experience Ambassador
    • JPMorgan Chase & Co.

      Jun 2022 - Aug 2022
      Risk 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 - now
      Product Strategy & Execution Analyst
  • Licenses & Certifications

    • Python for Everybody by University of Michigan

      Coursera Course Certificates
      Oct 2019
      View certificate certificate
    • Introduction to Spreadsheets and Models by University of Pennsylvania

      Coursera Course Certificates
      Jul 2019
      View certificate certificate
    • Introduction to Financial Accounting by University of Pennsylvania

      Coursera Course Certificates
      Feb 2019
      View certificate certificate
    • Introduction to Corporate Finance by University of Pennsylvania

      Coursera Course Certificates
      Dec 2018
      View certificate certificate
    • Goldman Sachs MyLearning - CIMD Intern Track 2020 Exam

      Financial Edge Training
      Jun 2020
      View certificate certificate
    • Python for Finance: Investment Fundamentals & Data Analytics

      365 Careers
      Jan 2020
      View certificate certificate
    • The Complete Investment Banking Course 2018

      365 Careers
      May 2018
      View certificate certificate
    • Beginner to Pro in Excel: Financial Modeling and Valuation

      Udemy
      Dec 2018
      View certificate certificate
    • Hedge and Mutual Fund Careers: The Complete Guide

      Udemy
      Jun 2019
      View certificate certificate
    • Series 7 Exam Preparation: Equity Securities

      Udemy
      Dec 2018
      View certificate certificate