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Pablo Ortega

Pablo Ortega

Intern

Followers of Pablo Ortega2000 followers
location of Pablo OrtegaNew York City Metropolitan Area

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  • Timeline

  • About me

    Director at Luma Financial Technologies

  • Education

    • University of Notre Dame

      2004 - 2008
      Bachelor in Business Administration Finance

      - International Business Certificate recipient- Dean’s List- National Dean’s List

  • Experience

    • Morningstar

      Aug 2006 - Dec 2006
      Intern

      - Fund Data Management Division

    • Morgan Stanley

      May 2007 - Aug 2007
      Summer Analyst

      Latin America Research Sales / Latin America Derivatives

    • Morgan Stanley

      Jul 2008 - Jun 2011
      Analyst

      - Priced equity derivatives/exotic derivatives for flow trading and with investment banks, asset managers, and private clients.- Created structured investments across different asset classes (equity, credit, rates, FX, and commodities) for retail distribution in the US and Latin America - Structured innovative stock acquisition/divestment derivatives-based strategies for holding companies in the U.S. and Latin America.- Advised clients on investment and corporate hedging and monetization strategies Show less

    • Citi

      Jun 2011 - Jun 2022

      - Provide derivative-based solutions to institutional clients, financial institutions, and private client investors in Latin America that involve OTC derivatives, structured products, funds, and other securitized investments.- Lead efforts to offer broad-market structured investments and tailored solutions to private and consumer banks in Latin America across asset classes (equities, credit, interest rates, FX, and commodities).- Engineer innovative portfolio restructurings for the Latin American Consumer Bank and broker dealers in the region.- Execute cross-border transactions linking US and Europe trading desks with local LatAm structuring desks.- Analyzed and monitored risk within volatility markets and developed effective trading execution strategies.- Build a solid franchise for structured products distribution through Latin America private banks, commercial banks and broker dealers- Execute the origination of SEC-registered and RegS debt securities and other securitized transactions. Show less

      • Director

        Jan 2019 - Jun 2022

      • Vice President

        Jan 2013 - Jan 2019

      • Associate

        Jun 2011 - Jan 2013

    • Luma Financial Technologies

      Jun 2022 - now
      Director

  • Licenses & Certifications

    • NASD License

  • Honors & Awards

    • Awarded to Pablo Ortega
      ELA Fellowship Kellogg Institute - University of Notre Dame Performed research based on quantitative and qualitative data, interviews and primary information for a paper on the role of macroeconomic policies in the emergence of the micro financial market in Bolivia.
    • Awarded to Pablo Ortega
      Richard B. Fisher Scholarship Morgan Stanley Awarded the Richard B. Fisher Scholarship and internship at Morgan Stanley
    • Awarded to Pablo Ortega
      Student Business Incubator Award Entrepreneurship Club - University of Notre Dame Awarded the "Student Business Incubator" for starting an on-campus business that consisted in designing and importing Notre Dame licensed garments and distributing to campus concession stands.

  • Volunteer Experience

    • Advisory Committee

      Issued by Cristo Rey Network
      Cristo Rey NetworkAssociated with Pablo Ortega