Gerardo L

University Lecturer in Economics

Monterrey Technology

Jan 2023 - Dec 2025 • 2 yrs 11 mos

*Tec de Monterrey (ITESM) • Designed and delivered applied Modern Portfolio Theory curriculum across 4 semesters (2023–2025), reaching 24–29 students per cohort and incorporating Bloomberg and FactSet for portfolio analytics and factor data; prepared candidates for the AMIB Figura 1 investment advisor certification.

Index Research & Development Senior Associate

Morgan Stanley • Tiempo completo

Jan 2022 - Nov 2025 • 3 yrs 10 mos

*MSCI • Drove index design and owned the full product development lifecycle for 100+ multi-asset index strategies (factor, ESG, climate, structured, derivatives-linked, options overlay, and insurance-linked): client discovery, go-to-market strategy execution, client adoption, product feasibility assessment, methodology design, Index Committee governance, and end-of-life; indices served as underlyings for structured annuities, autocallables, ETNs, and ETPs issued by Goldman Sachs, JPMorgan, and Morgan Stanley across U.S., LatAm, and EMEA. • Engineered a modular pre-publication data-quality gate for 1,000+ equity indices that caught construction errors before public dissemination, coordinating IT deployment and applying AI-assisted development (Cursor) to define and deploy validation rules; outputs reported to the Equity Index Committee. • Led design and implementation of a Jira-based production workflow for a 15+ person cross-border team processing 40+ client simulation requests per week, replacing Excel tracking, eliminating daily status calls, and delivering real-time pipeline visibility. • Delivered 900+ institutional investment mandates on time through quarterly rebalancing cycles, ensuring methodology compliance, investability standards, and risk-return integrity; presented at institutional thought leadership roadshows, produced client-facing pitch decks, and contributed research and analytical content to MSCI institutional publications (white papers and blog posts) on index methodology across Mexico, Colombia, Chile, and Peru.

Index Manager

S&P Global • Tiempo completo

Aug 2020 - Jan 2022 • 1 yr 5 mos

*S&P Dow Jones Indices • Led governance and served on the index committees for Chile's S&P/CLX IPSA, Argentina's S&P/BYMA MERVAL, and Peru's S&P/BVL Peru General, overseeing quarterly rebalancing, composition decisions, and methodology compliance across $180B+ in LatAm equity market capitalization, in direct coordination with the Santiago Stock Exchange, BYMA, and BVL. • Executed corporate actions, reconstitutions, and ongoing maintenance for 100+ global equity index portfolios, sustaining on-time delivery with a consistent error-free record across every rebalancing cycle. • Developed Python-based rebalancing automation and risk monitoring tools, cutting per-cycle rebalancing time from 1+ business day to minutes across 100+ global equity index portfolios.