Oscar Rojas
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Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Oscar Rojas
- Current 6 years and 3 months, since Mar 2020
Product Management Investment Products/Pension Products
Raisin GmbH
Master Thesis
- 1 year and 6 months, May 2017 - Oct 2018
Senior Product Manager
Grupo Financiero Banorte
Led the rollout of the “Open Finance” portfolio managing system to standardize the advisory offering and introduce a discretionary service. With Accenture as IT consultant and in close partnership with key stakeholders Developed the Strategic and Tactical Asset Allocation (SAA & TAA) for a diverse client base across the risk-return spectrum including capital market expectations, investors preferences, and market constraints
- 4 years and 1 month, May 2013 - May 2017
Product Specialist
UBS
Led UBS investment mandates, with assets under management of US $1.75 billion built on a semi-passive investment strategy with the close support of CIO teams in Mexico, NY, and CH. Including key performance metrics and product lifecycle management Represented the IM (Investment Mandates) for the deployment of PM1 (a management and reporting software) emphasizing on quality assurance and risk mitigation according to UBS IM global standards
- 2 years and 2 months, May 2011 - Jun 2013
Portfolio Manager
BBVA
Managed BBVA investment mandates by replicating the equity model portfolios and in compliance with the investment policy statements.
Ausbildung von Oscar Rojas
- 1 year and 3 months, Apr 2019 - Jun 2020
Master in Business Administration (MBA)
WHU - Otto Beisheim School of Management
Sprachen
English
C1 (Fließend)
Spanish
C2 (Verhandlungssicher / Muttersprachlich)
German
A1-A2 (Grundkenntnisse)
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