David Aguirre Carrizales
San Diego,CA
Summary
Experienced investment portfolio manager with a proven track record in drafting, negotiating, and maintaining complex trading agreements with external counterparties and investment managers. Skilled in ensuring global compliance with regulatory mandates, staying abreast of evolving regulations, and implementing robust data governance practices to safeguard the accuracy, security, and compliance of investment data. Proficient in developing and implementing regulatory frameworks, as well as amending legal agreements and credit support annexes to ensure compliance. With over 7 years of experience in managing vendor relationships, mitigating investment risks, and optimizing portfolio performance, I have a strong focus on data management and governance, ensuring reliable and secure tracking for performance, decision-making, and compliance. Known for exceptional organizational skills, a keen eye for detail, and the ability to manage multiple projects simultaneously while fostering cross-functional collaboration and supporting senior leadership.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Portfolio Manager
Puget Sound Naval Shipyard -Navy - NASNI
San Diego, USA
01.2018 - 01.2025
- Drafted, negotiated, and maintained trading agreements with external vendors and investment managers, ensuring alignment with regulatory requirements and operational goals. This includes ISDA, MSFTA, MRA, and other critical, industry-specific agreements to support similar trading operations.
- Managed relationships with external investment managers, negotiating favorable terms and optimizing portfolio performance through continuous performance reviews and adjustments. Utilized investment management tools like BlackRock Aladdin, Charles River Development, and Eze Software to streamline performance tracking and ensure efficient trade execution.
- Provided subject matter expertise on vendor contracts, ensuring adherence to legal and regulatory frameworks, and optimizing performance through thorough contract management and regular assessments of service delivery. This included compliance with regulatory mandates, and adapting to evolving industry standards.
- Conducted detailed portfolio reviews, identifying opportunities for risk mitigation, cost savings, and performance optimization across investment and vendor agreements. Applied advanced data analytics tools, such as Tableau and Power BI, for actionable insights that informed decision-making and strategy adjustments.
- Researched and stayed up to date with evolving regulatory requirements impacting investment strategies, ensuring that all agreements, terms, and investment operations remained compliant with industry standards and best practices.
- Implemented regulatory requirement frameworks, amending legal agreements, and credit support annexes as required to maintain compliance with global financial regulations and mitigate potential risks in the investment process.
- Provided regular updates to senior management on portfolio performance, including progress, budget adherence, and the identification of risks that could impact the investment strategy. Demonstrated strong communication and stakeholder management skills, ensuring clarity and alignment with organizational objectives.
Water Plant Operator/Instructor Supervisor
Puget Sound Naval Shipyard - Navy - NASNI
San Diego, USA
01.2017 - 01.2018
- Led negotiations and managed contracts for third-party services essential to the operation of the water plant, ensuring that agreements adhered to regulatory standards
- Ensured compliance with environmental regulations by maintaining accurate documentation of all chemical usage, testing procedures, data repositories, data management and operational metrics
- Managed the maintenance of plant equipment and systems, reducing downtime and improving operational efficiency, while ensuring adherence to strict compliance requirements
- Provided training and development to staff, focusing on adherence to industry best practices, safety standards, and operational protocols
Journeyman Pipefitter in Naval Engineering
Puget Sound Naval Shipyard - Navy - NASNI
San Diego, USA
01.2016 - 01.2017
- Managed material procurement and negotiated terms with local suppliers, ensuring cost-effective purchases that met operational requirements
- Demonstrated adaptability in changing project specifications and developed strategies to meet evolving compliance and quality standards in multi-disciplinary environments
- Supervised installation and construction, ensuring that projects met quality, budget, and compliance standards
- Developed strong relationships with key stakeholders, including vendors and contractors, to ensure project success and foster long-term collaboration
- Conducted quality control inspections and coordinated the movement of materials and equipment to project sites
Education
BBA - Business Management
University of The People
Sacramento, CA03-2025
Associate of Science - Mathematics
Southwestern College
Chula Vista, CA01-2021
Skills
- Investment portfolio management
- Data Governance and Management
- Contract negotiation
- Regulatory compliance
- Risk Management and Mitigation
- Investment Management Tools (BlackRock Aladdin, Charles River Development, Eze Software)
- Data Analytics Tools (Tableau, Power BI)
- Communication and Stakeholder Management
- Research and analysis
Certification
- Data Management Professional (DMP)
- Project Management Professional (PMP)
- Journeyman Pipefitter in Naval Engineering
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Accomplishments
- Employee of the 3rd Quarter of 2022 in Puget Sound Naval Shipyard
- Professional Recognition for Outstanding Work Delivery
Timeline
Investment Portfolio Manager
Puget Sound Naval Shipyard -Navy - NASNI
01.2018 - 01.2025
Water Plant Operator/Instructor Supervisor
Puget Sound Naval Shipyard - Navy - NASNI
01.2017 - 01.2018
Journeyman Pipefitter in Naval Engineering
Puget Sound Naval Shipyard - Navy - NASNI
01.2016 - 01.2017
BBA - Business Management
University of The People
Associate of Science - Mathematics
Southwestern College
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