With more than thirteen years of progressive, varied investment services experience, Jose brings a fresh perspective to each engagement. His strong functional expertise is equally matched by his technical and domain talents. Fluent in SQL, and expert in translating business needs, Jose is more than up to the task with respect to helping clients design, test and implement practical long-term solutions. Jose comes to Meradia with deep experience in performance measurement, data management, systems implementations and project leadership at firms including Victory Capital Management, T Rowe Price and Bank of New York.
Most recently at the BNYM Global Risk Solutions group, Jose worked on re-designing important aspects of investment performance systems and establishing best practices surrounding the information delivery framework. He worked in defining standardized performance validation procedures that would apply to US, Europe & India. At Victory Capital Management, Jose led systems implementation projects in leading the design of an investment data warehouse. He wore multiple hats in this project ranging from architecture design and business analysis to Project delivery and testing. Prior to Victory, Jose was with T. Rowe Price, where he helped the clients implement Eagle FX Center recommending best practices. Before T Rowe, Jose delivered various Corporate Action, data management and other investment operations projects for the Asset Servicing division of BNYM. Prior to Bank of New York, Jose performed a wide range of project management and business analyst functions, including writing business requirements, documenting process flows and conducting training for Nomura Securities, Citi Capital Markets, SIX Group, Lehman Brothers and DIFX.
A rich overseas experience spanning US, UK & Europe has taught Jose the value of effective communication in understanding and overcoming cultural differences. He’s found this to be particularly useful when leading projects that span multiple key stakeholder groups. An eager learner and writer, Jose has written white papers and case studies in investment performance and data management areas.
A movie buff, Jose particularly likes cultural-themed flicks like Forrest Gump, and has a long term personal goal of writing a complete screenplay, preferably in the drama genre. Not content to sit back and watch movies, Jose is also a skilled Volleyball practitioner and enjoys playing competitive cricket.