Open to opportunities

IVAN ALEJANDRO GARCIA

@ivanalejandrogarcia

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Strategic professional with over 10 years in financial and fintech industries.

Mexico

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What I'm looking for

I am looking for a role that challenges me and allows for growth, ideally in a collaborative environment focused on innovation and client success.

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.

Experience

Work history, roles, and key accomplishments

Current

Senior Manager – Support, Fintech

Current

Nasdaq

Jan 2023 - Present (2 years 5 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.

Fintech Client Relationship Management

Calypso Support Specialist

Adenza Technology

Jan 2021 - Present (4 years 5 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.

SaaS Support Derivatives P&L management Technical Documentation

Senior Associate

CIIE Consulting

Jan 2020 - Present (5 years 5 months)

Analyzed financial statements and capital structures, presenting monthly results to partners. Ensured local tax compliance on multiple projects, optimizing operational structures.

Financial Statement Analysis Tax Compliance Financial Reporting Optimization

Risk Manager Associate

MSCI

Jan 2019 - Present (6 years 5 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.

Risk Management Institutional Investor Productivity Improvement Technical Demos Investment Models

Senior Portfolio Analyst

Citibank

Jan 2016 - Present (9 years 5 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.

Portfolio Management Asset Management Financial Reporting Credit Committee Presentations

Financial Analyst

Citibank

Jan 2015 - Present (10 years 5 months)

Executed risk models and financial analysis for granting lines of credit. Evaluated relevant operations before the National Risk Committee, optimizing decision-making.

Risk Modeling Financial Analysis Credit Lines Decision Optimization Interest Rate Scenarios

Tax Analyst

KPMG

Jan 2013 - Present (12 years 5 months)

Analyzed local tax legislation and developed service presentations for corporate clients. Managed sensitive information and calculations of sales and income taxes.

Corporate Client Presentations Sales Tax Data Management

Education

Degrees, certifications, and relevant coursework

Stuart School of Business, Illinois Institute of Technology & ITESM

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.

ITAM

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.