Carlos Jimenez Diaz
Senior Manager at EY | ML/AI and GenAI for WAM and Risk Management | CFA Level 3 Candidate
- Role
- Senior Manager Fso at EY
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Carlos Jimenez Diaz
Senior Financial Professional | Expert in Financial Analysis, Valuations, and Advanced Analytics With over 15 years of experience in the financial industry, my primary motivation is to deliver bespoke, unbiased services rooted in independence, discipline, and a long-term perspective. I specialize in providing tailored financial solutions that address the unique needs of my clients. Expertise and Focus: For the past 8 years, I have honed my skills in Financial Analysis using IFRS and US-GAAP standards, Company Valuations, Trading Strategy Development, Portfolio Analysis, and Mergers & Acquisitions (M&A). My advanced specialization in Quantitative Finance, Advanced Analytics, Machine Learning, and AI has empowered me to manage complex financial challenges with a specific focus on risk management. Key Competencies- Financial Analysis: Proficient in interpreting and applying IFRS and US-GAAP standards to deliver accurate and insightful financial assessments- Company Valuations: Expertise in evaluating businesses to determine their worth, leveraging advanced analytical techniques- Trading Strategy Development: Innovating and implementing data-driven trading strategies to optimize investment returns- Portfolio Analysis: Conducting comprehensive analyses to optimize asset allocation and enhance portfolio performance- Risk Management: Utilizing quantitative finance and advanced analytics to identify, assess, and mitigate financial risks. Throughout my career, I have consistently demonstrated a commitment to excellence, leveraging cutting-edge technologies and methodologies to drive impactful financial solutions. My approach is characterized by a strategic, forward-thinking mindset, ensuring that my clients are well-prepared to navigate the complexities of the financial landscape. I am passionate about continuous learning and innovation, always seeking new ways to apply my expertise to deliver exceptional results.
Experience
Senior Manager Fso
May 2024 — Present · Orlando, FL, US
Leading the DnA team at Wavespace- Responsible for the DnA Business Developement activities across EMEIA- Risk and WAM project experience.
Education
Universidad Central de Venezuela
Digital Telecommunication Specialist, Microwave links and digital telecommunication
2005 — 2007
EAE Business School
Master in Financial Markets, Investments and Securities
Universidad Metropolitana (VE)
Electrical Engineer, Engineering
1999 — 2005
IESA
Master of Business Administration (MBA), Business
2007 — 2009
ENAE Business School
Master in Finance, Corporate Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.