CARLOS SALVATIERRA-DURAN
Gilbert,AZ
Summary
Investment Operations & Portfolio Support Professional with experience supporting $30B+ in institutional client assets within an OCIO framework. Partner closely with Portfolio Managers and Investment Officers to execute portfolio rebalances, alternative investment allocations, and client onboarding across complex entity structures. Strong expertise in hedge funds, private equity, SMAs, and multi-custodian environments.
Overview
8
8
years of professional experience
Work History
Institutional Client Specialist
Morgan Stanley
09.2022 - Current
- Partner directly with Portfolio Managers and Investment Officers to execute portfolio rebalances, including subscriptions and redemptions across alternative investments such as hedge funds, private equity, CITs, and SMAs
- Facilitated $500MM+ in alternative investment allocations, coordinating with fund managers, custodians, and internal teams to ensure timely execution and settlement
- Lead onboarding for institutional clients with complex entity structures, including completion of subscription documents, participation agreements, and fund due diligence materials
- Serve as primary liaison between Morgan Stanley, external fund managers, and third-party custodians to support account setup, capital calls, and ongoing investment activity
- Developed deep expertise in outside custody environments, supporting SMA, CIT, and DVP account setup across multiple custodians
- Managed relationships and service delivery for $33B+ in institutional AUM developing expertise across the 5 pillars of service; Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Reporting
- Supported high-net-worth and ultra-high-net-worth clients through Family Office coverage, servicing accounts tied to major corporate founders and executives
- Led process automation initiative that improved scalability and reduced operational workload across 26 institutional client relationships
- Delivered audit-ready reporting and materials to executive stakeholders, including C-suite leadership for multi-billion-dollar organizations
Senior Investment Specialist – Trade Elevation
Merrill Edge
01.2018 - 09.2022
- Primary trading risk mediation team and education source for licensed representatives across firm.
- Supported execution and risk review of large block trades (35,000+ shares / 100+ options contracts)
- Specialized in trading risk oversight, managing margin, collateral, and regulatory exposure across brokerage accounts
- Analyzed and resolved complex account violations, trade breaks, and liquidation scenarios to ensure compliance
- Developed expertise in options strategies, fixed income products, and leveraged portfolios
Education
Bachelor of Science - Strategic Leadership
Northern Arizona Univeristy
Flagstaff, AZ12-2026
Associate of Science - Organizatinal Leadership
Mesa Community College
Mesa05-2025
Associate of Arts - General Studies
Mesa Community College
Mesa, AZ05-2025
Skills
- Series 7 & 66 licenses
- Portfolio Rebalancing & Trade Execution
- Alternative Investments (Hedge Funds, Private Equity)
- Institutional Client Management (OCIO / Family Office)
- Multi-Custodian Environments (Outside Custody)
- SMA / CIT / DVP Account Setup
- Investment Operations & Reporting
- Risk & Compliance (Margin, Trading Controls)
- Relationship Building and Collaboration
Timeline
Institutional Client Specialist
Morgan Stanley
09.2022 - Current
Senior Investment Specialist – Trade Elevation
Merrill Edge
01.2018 - 09.2022
Bachelor of Science - Strategic Leadership
Northern Arizona Univeristy
Associate of Science - Organizatinal Leadership
Mesa Community College
Associate of Arts - General Studies
Mesa Community College