Ignacio Farias
Investment & Portfolio Analytics
New York,NY
Summary
Dynamic finance professional with a proven track record at JP Morgan Chase Bank, excelling in performance analysis and financial control. Spearheaded the optimization of performance attribution, saving over 2,000 hours annually. Demonstrated team leadership while managing the rapid growth of Tax Smart SMA business, increasing AUM from $300M to $33B. Strong communicator experienced in cross-functional collaboration with senior leadership.
Overview
12
12
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Portfolio Performance Analysis – Senior Associate
JP Morgan Chase Bank NA
10.2022 - Current
- Optimized performance attribution process through tailored Alteryx workflows, resulting in more than 2,000 hours saved each year and improved allocation strategies.
- Calculating and reviewing pre-tax and post-tax performance returns for diverse beta and alpha seeking strategies versus models and benchmarks across Separately Managed Accounts (SMAs) for Tax Smart Asset Management portfolios, directly aiding Investment specialists and Portfolio Managers.
- Managing composite maintenance processes, executing GIPS verification, and administering internal controls to maintain compliance and precision in financial reporting.
- Orchestrated launch and rapid scale-up of Tax Smart SMA business, growing from 220 accounts and $300M AUM to over 18,000 accounts and $33B AUM across 15 strategies in less than 3 years, currently managing monthly onboarding rate of 1,000 new accounts.
Financial Controller - Associate & Analyst
JP Morgan Chase Bank NA
11.2018 - 09.2022
- Supervised accounting and control activities across LATAM region, addressing FX, derivatives, fixed income, and equities, maintaining financial integrity in General Ledger (SAP) and subledger compliant with US GAAP and IFRS.
- Delivered accurate capital and risk reporting to front office traders for informed hedging decisions. Collaborated with local Legal Entity Controller to ensure compliance with Argentinian Central Bank expectations. Produced timely reports on income statements and balance sheets for risk assessment and capital usage.
- Instrumental in finance reengineering projects enhancing reconciliation and reporting processes.
- Executed daily profit and loss reconciliations across various financial instruments and conveyed results to Product Control team.
Financial Controller – Analyst
JP Morgan Chase Bank NA
08.2016 - 09.2017
Associate Collector I
Bank of America
12.2015 - 07.2016
- Executed appropriate collections activities with customers on credit card accounts, including inbound and outbound calls.
- Negotiated payment arrangements, such as settlements and full balance repayment plans to minimize losses.
Insurance Sales Associate
Insley Insurance and Financial Services
11.2013 - 07.2015
- Consistently exceeded weekly sales goals through proactive client engagement. Identified multi-line opportunities to enhance client satisfaction and coverage. Conducted daily outbound calls to uncover new sales opportunities with clients. Upsold clients for improved coverage, driving revenue growth.
- Evaluated insurance policies for clients, advising them on the benefit of being insured, as well as the value of the agency.
Education
Master of Science - Taxation
Goldey-Beacom College
Wilmington, DE 05.2001 -
MBA - Financial Management
Goldey-Beacom College
Wilmington, DE 05.2001 -
Master of Science - Finance
Goldey-Beacom College
Wilmington, DE 05.2001 -
Skills
Financial Skills: Financial modeling and analysis, data automation, portfolio insights, business reporting, cross-functional collaboration, revenue & cost optimization
Certification
Alteryx Designer Core
Timeline
Chartered Financial Analyst - CFA - Candidate
08-2025
Investment Essentials - JP Morgan Chase
09-2024
Portfolio Performance Analysis – Senior Associate
JP Morgan Chase Bank NA
10.2022 - Current
Alteryx Designer Core
01-2021
Financial Controller - Associate & Analyst
JP Morgan Chase Bank NA
11.2018 - 09.2022
Financial Controller – Analyst
JP Morgan Chase Bank NA
08.2016 - 09.2017
Associate Collector I
Bank of America
12.2015 - 07.2016
Insurance Sales Associate
Insley Insurance and Financial Services
11.2013 - 07.2015
Master of Science - Taxation
Goldey-Beacom College
05.2001 -
MBA - Financial Management
Goldey-Beacom College
05.2001 -
Master of Science - Finance
Goldey-Beacom College
05.2001 -
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