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@ivanalejandrogarcia
Strategic professional with over 10 years in financial and fintech industries.
I am a strategic professional with over 10 years of experience in the financial and fintech industries, specializing in technology support, risk management, and financial analysis. My career has allowed me to lead teams and implement technological solutions at renowned global companies such as Nasdaq, Adenza, MSCI, and Citibank. I pride myself on developing high-impact relationships with institutional clients across North America, ensuring operational continuity and satisfaction through my relational approach and analytical skills.
In my most recent role as Senior Manager at Nasdaq, I led a support team, aligning technological solutions with business objectives and strengthening accountability through operational frameworks and KPIs. My experience at Adenza as a Calypso Support Specialist involved providing SaaS support and managing critical operating issues, which further honed my ability to navigate complex environments and deliver results. I have a proven track record of improving productivity and customer experience, as demonstrated during my tenure at MSCI, where I reduced case closing times significantly.
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Work history, roles, and key accomplishments
Nasdaq
Jan 2023 - Present (2 years 10 months)
Led the CALYPSO support team in America, aligning technological solutions with business objectives. Consolidated relationships with clients in the US and Canada, ensuring operational continuity and high satisfaction.
Adenza Technology
Jan 2021 - Present (4 years 10 months)
Provided SaaS support on Calypso products (Derivatives, Fixed Income, P&L), resolving critical operating issues. Managed weekly Lighthouse sessions with key clients in the Americas, consolidating strategic links.
CIIE Consulting
Jan 2020 - Present (5 years 10 months)
Analyzed financial statements and capital structures, presenting monthly results to partners. Ensured local tax compliance on multiple projects, optimizing operational structures.
MSCI
Jan 2019 - Present (6 years 10 months)
Provided expert support to institutional investors in the US and Canada, resolving complex requests. Reduced average case closing time from 3 to 1.8 days, improving productivity and customer experience.
Citibank
Jan 2016 - Present (9 years 10 months)
Managed approvals for over USD 150 million for strategic corporate banking clients. Prepared asset management reports for a USD 500 million real estate portfolio.
Citibank
Jan 2015 - Present (10 years 10 months)
Executed risk models and financial analysis for granting lines of credit. Evaluated relevant operations before the National Risk Committee, optimizing decision-making.
KPMG
Jan 2013 - Present (12 years 10 months)
Analyzed local tax legislation and developed service presentations for corporate clients. Managed sensitive information and calculations of sales and income taxes.
Degrees, certifications, and relevant coursework
Master of Science in Finance, Finance
Completed a Master of Science in Finance, focusing on advanced financial concepts and their applications. This program enhanced my analytical and strategic financial skills.
Bachelor's Degree in Finance, Finance
Obtained a Bachelor's Degree in Finance, building a strong foundation in financial principles and practices. This degree prepared me for a career in the financial industry.
Software and tools used professionally
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