Katy Retamal

Vice President, Operations and Product Manager at Link Capital Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Santiago, Santiago Metropolitan Region, Chile, CL
Languages
  • Inglés Full professional proficiency

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Javier Lobos

Katy ha sido una de las personas más influyentes en mi carrera profesional, hemos trabajado juntos en un sinnúmero de proyectos que siempre han alcanzado muy buenos resultados. Sus habilidades blandas y técnicas sobresalen en cualquier grupo de trabajo, junto con su actitud conciliadora, proactiva y resolutiva, le otorgan un gran abanico de recursos muy útiles y necesarios sobre todo en la dirección de equipos de alto desempeño y trabajo bajo presión.

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Experience

    • Chile
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Operations and Product Manager
      • Apr 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Chile Operations Manager
      • Apr 2017 - Oct 2020

      Responsible for Operations team on J.P. Morgan Santiago Branch and J.P. Morgan Corredores de Bolsa SpA. Directly reporting to Andean Operations Manager.• I actively participated on Management committees for both entities, continually contributing on the business strategy.• Constant and fluent communication with regulators, internal and external auditors and international Risk & Controls teams, developing the interpretation, revision and regulatory reports automation project, managing technology teams based on the US for the compliance requirements on Central Bank, CMF & Local IRS, decreasing executions times and risks.• Jointly with Finance and Technology Management, we designed an architecture system reengineering accomplishing a complete product implementation on global technology platforms. Show less

    • CEM Middle Office & Chile Cash Equities Ops Manager
      • Jul 2016 - Apr 2017

      Responsible for Middle Office Team on J.P. Morgan Santiago Branch and J.P. Morgan Corredores de Bolsa SpA. Directly reporting to Chile Operations Manager.• Partnered with the team to successfully implement the offering of Chilean local bonds to offshore clients through the recently implemented Euroclear-DCV settlement.• Conformed and coordinated multidisciplinary committees required for the analysis, coordination and execution on multiple IPOs and order books auctions for clients complying with the regulatory frame and liquidity requirements.• Stablished solid relationships with Client Services teams based on NY, London & Tokyo and onshore and offshore custodians, decreasing operational confirmations timing and accelerating client’s responses and solutions.• Lead from Operations management the diagnosis, development and strategic plan evaluation on risks management based on RCSA, creating risk matrixes, identifying critic points and generating action plans for needed improvements, achieving new and better controls implementation. Show less

    • Chile Middle Office Manager
      • Jul 2013 - Jul 2016

      Responsible for Middle Office Team on J.P. Morgan Santiago Branch. Directly reporting to Chile Operations Manager.• Evaluated alongside with Legal, Compliance and Tax teams the Client onboarding situation, developing a robust process which unified local and corporates policies and procedures, building Client on Boarding area in Santiago Branch.• Participated on the team for the development and laun of new financial products, such as derivatives and new currencies, actively collaborating on the analysis, various impact validations and the implementation of new reports and controls. Show less

    • Chile Risk and P&L Manager
      • Feb 2012 - Jul 2013

      Responsible for the team in charge of risks and results reports for CEM Front office. Reporting to Chile Legal Entity Controller Manager.• Implemented within Finance Management the Pnl & Risk area, training collaborators which integrated the preparation and reconciliation of profit and losses reports, both onshore and offshore, confirming the portfolio valuation with rates and FX reports, accomplishing validating positions between product systems and management systems.• Standardized different products information generating consolidated reports sent to regional teams based on NY, USA. Show less

    • Senior Analyst CEM Middle Office
      • Jan 2009 - Feb 2012

      Senior analyst of CEM Middle Office team, for Chile and Peru operations. Support provided to Front office and Sales teams for both countries, responsible of the correct booking and flow for derivatives and cash products. Backing Middle office manager on the development of new processes and projects.

    • Middle Office Trainee
      • Jun 2008 - Dec 2008

      CEM Middle Office trainee, responsible of the correct derivatives and cash products booking process on different corporate systems, along with the elaboration of metrics and indicators reports for their presentation on corresponding committees.

Education

  • Pontificia Universidad Católica de Chile
    Ingeniero Comercial, Administración y gestión de empresas, general
    2002 - 2007
  • University of Warwick
    Exchange student
    2007 - 2007

Community

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