Experience

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  Management solutions

  Jul 2015 - Jun 2016

  Jr consultant insurance

  Part of the MS insurance team with active and constant presence in projects with the main leaders of the insurance sector. Project Experience: Improvement of collection processes in Insurance Institutions. Carrying out a situation survey, making proposals to Senior Management for its subsequent implementation. Preparation of regulatory inputs and training of personnel in compliance with the Quantitative Impact Study 5 in Insurance and Pensions Institutions. Implementation and definition of the Own Risk Self-Assessment as part of Solvency II in Insurance and Pensions Institutions. Direct contact with Investment Area, Corporate Planning, Accounting, Risks and Actuarial Areas. Show less

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  Sura mexico

  Aug 2016 - Jul 2017

  Investment risk analyst afore

  Responsible for the validation of financial operations of the AFORE SURA Investment Area. Measurement and mitigation of investment risks. Calculation of special reserve for Basic Siefores and Voluntary Client Savings. Monitoring of liquidity metrics, concentration, currency exposure, investment in CKD's, counterparty, leverage. Regulatory compliance.

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  Skandia méxico

  Aug 2017 - Sept 2018

  - Risk Management Responsible for Old Mutual Operadora y Distribuidora de Fondos de Inversión. - Old Mutual Life Risk Management Coordinator. -Member of the working group of Risk Management Coordinators at AMIS. Responsibilities: Perform the appropriate identification, measurement, monitoring and control of the financial risks inherent in the portfolios or funds managed by Old Mutual, guaranteeing compliance with the associated regulations, as well as the application of best practices. Calculation and interpretation of the SCR Solvency Capital Requirement for Old Mutual Life. Improvement of methodologies for measuring and controlling financial and actuarial risks for Old Mutual Operadora and Old Mutual Life. Show less

  • Risk Management Responsible - Old Mutual Operadora de Fondos S.A. de C.V.

    Jan 2018 - Sept 2018

  • Risk Management Coordinator

    Aug 2017 - Sept 2018
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  Escuela bancaria y comercial

  Feb 2018 - Jul 2018

  Finance lecturer

  Professor at the EBC College of Finance. Subject taught: Investment portfolio design workshop. Bachelor: Finance and Banking

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  Alvarez & marsal

  Nov 2018 - May 2019

  Financial services consultant

  Agreement between the University of Navarra and the consultancy Alvarez and Marsal Spain to carry out internships related to the Master's Degree in Banking and Financial Regulation. Main projects: * Bancaseguradoras * MiFID II / MiFIR * European banking profitability study * IFRS 9 * IFRS 17

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  Msci inc.

  Jul 2019 - Mar 2022

  Analytics client service America primarily focused in Risk Manager & Credit Manager.* Answer detailed client inquiries about MSCI products and methodology* Participate in developing client relationships through proactive follow up on issues raised by clients* Analyze market performance and data for our clients on a reactive and a pro-active basis.* Maintain relationships by ensuring relevant product and model information is shared with clients.* Provide client feedback to the Coverage, Product Management, Research, and Production groups.* Act as point of contact for routine inquiries and data requests.* Keep up with current events and trends in the market place. Show less

  • Analytics Client Service Senior Associate

    Jan 2022 - Mar 2022

  • Analytics Client Service Associate

    Jul 2019 - Dec 2021
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  Escuela bancaria y comercial

  Nov 2020 - now

  Finance lecturer

  Executive education professor - Financial Markets, Financial Hedging and Investment Valuation

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  Universidad panamericana

  Aug 2021 - now

  Finance lecturer

  Technical Analysis, Investment Portfolios and Credit/Market risk professor

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  Bmw group

  Apr 2022 - now

  * Prepare and steer the Product and Pricing Committe.* Steer the Product &Service Portfolio of Financial Services including our pricing in full alignment to the region's market strategy.* Steer the FS campaigns and negotiate the Cost of Retail allocation with the NSC.* Design and Steer Dealers, F&Is, Sales Force & Retention Manager's bonus schemes, commission schemes and incentives. * Communicate and train the Dealers about the FS offer.* Responsible of steering the Product & Services portfolio for Retail Finance and Commercial Finance in close cooperation with HQ and local Sales team.* Responsible of executing the New Product Process in coordination with Central.* Responsible of defining and steering the Sales pricing (interest rates, fees and RVs) based on market conditions and customer demands.* Responsible of discussing and agreeing campaigns with Sales AMs & NSC (including special programs CSS/Trade in). Show less • Responsible for establishing and monitoring of local credit guidelines/regulations, risk policies, procedures, and controls in retail finance business areas within the local organization.• Responsible for the timely preparation of monthly, quarterly and annual reports, forecasts and analysis for internal and external distribution.• Review local reports to discover trends and changes of credit risk KPIs.• Responsible for monitoring, validation, development and implementation of scorecards / rating systems based on central guidance. Responsible for the establishment of cut-off policies, decision rules and decisions.• Responsible for accuracy and quality assurance of credit decision system. Prepare detailed analysis and sufficient tests for the implementation of change requests.• Evaluate and advise on the impacts of existing and new products, processes and systems.• Responsible of procedures, controls, and evaluation of credit risk reserves under IFRS9 and support the definition of the parameters with the central functions. Responsible to attend local and central audits on the reserves methodology / estimations.• Regularly validate and back test all credit risk parameters (Standard Risk Cost, Provisioning, CVaR).• Provide presentations referring of credit risk management topics for various committees, e.g., local Management Committee, National & Regional Risk Committee, and Product Committee. Show less

  • Coord. Product Development

    Apr 2024 - now

  • Coord. Credit Risk

    Apr 2022 - Apr 2024