Intro

Welcome

I am Carlos Oliveros, a professional passionate about technology, analytics, data science, finance and investments. My main focus is to apply this knowledge practically in the business environment, with the goal of solving problems efficiently through innovative and technological solutions.

I have worked in the technology-financial sector for most of my professional career. You can read more about my experience here .

You can watch my international conference on "Data Science, Machine Learning & AI: From Theory to Practice." here:

You can watch the panel I participated in about "Guidelines for Feasibility of Implementing Disruptive Technologies in the Stock Market and National Financial System." here:

My professional interests are:

  • Finance and investments.
  • Capital and Financial Markets.
  • Data Science.
  • Mathematics and statistics.
  • Digital transformation and innovation.
  • Machine Learning and Artificial Intelligence algorithms.
  • Cloud Technology: SaaS, PaaS, IaaS and CaaS.
  • Cloud computing.
  • Agile development methodologies (Scrum, SaFe, among others).
  • Data visualization.
  • Implementation of improvements in the software development process.

Contact

If you wish to contact me, you can do so via email: cfoliveros@uc.cl. I would be delighted to hear your comments or answer any questions you may have.

Social Networks

Experience

BTG Pactual : 2023 - Present

Since December 2024, I have held the position of IT Director at BTG Pactual, with a primary focus on leading the technological and strategic transformation of the Brokerage Firm, enhancing the Sales & Trading, Wealth Management and Digital areas.

Between March 2023 until December 2024, I held the position of IT Associate Director (Brokerage Firm), overseeing and directing the technological scope in the Sales & Trading area.

My main responsibilities include:

  • Development and implementation of technological solutions: Design and integration of digital solutions for trading and post-trading, optimizing key processes and improving user experience.
  • Generation of strategic and technological guidelines: Creation and implementation of technological strategies that ensure operational efficiency, innovation and competitiveness.
  • Management of the project portfolio: Direction of high-impact technological projects, ensuring their alignment with business objectives and their successful execution.
  • Digital transformation: Driving digital transformation initiatives through the adoption of advanced technologies, improving operational agility and efficiency.
  • Leadership and team management: Supervision and development of multidisciplinary teams focused on implementing technological solutions for the Trading & Post-trading area in the Chilean Brokerage Firm.

Santiago Stock Exchange:2019-2023

From May 2022 until March 2023 I served as Senior Products & Digital Innovation Lead Manager. In this role I was in charge of promoting the definition, implementation and improvement of new initiatives aimed at the digital transformation of products, processes and stock exchange services of the Santiago Stock Exchange.

Some implemented initiatives:

  • Implementation of Big Data architecture with Microsoft Azure - Batch logic.
  • Design and enabling of analytical reporting web platform with stock market transactional information - Brain Data.
  • Generation and deployment of Datalake Gen 2.
  • Migration of on-premise servers to Cloud.
  • Generation of discovery zone in the cloud for open collaboration - Cloud computing.
  • Generation of Market Surveillance guidelines.

Between February to April 2022 I served as Senior Exchange Products Manager. In this role I led high-impact strategic and stock exchange innovation projects.

Between October 2019 until February 2022 I served as Exchange Products Manager. I was responsible for leading multidisciplinary cells under the role of Product Owner in IT project development under Agile/Scrum methodology.

You can see the portfolio of my projects by selecting:

During my period at the Santiago Stock Exchange (BCS) I received the following recognitions:

  • 2022: Award: "Excellence in Performance" – Santiago Stock Exchange.
  • 2021: Award: "Excellence in Performance" – Santiago Stock Exchange.
  • 2020: Award: "Excellence in Performance" – Santiago Stock Exchange.
  • 2020: Award: "Commitment Santiago Stock Exchange".

Software and programming languages used: Python (Jupyter Notebook), Microsoft SQL Server, Power BI, Bloomberg, JIRA and Microsoft Office tools.

Banco BICE: 2019

Between March to September 2019 I served as Business Intelligence Analyst under the modality of Thesis Student in the Business Intelligence Department.

I implemented and developed predictive and descriptive models through data mining tools and Machine Learning (Python), for the portfolio of placements of consumer products as well as Dashboards for their visualization (Qliksense).

You can see my work: "Portfolio Management: Architecture, design and implementation of stock, sales and risk models for Retail Banking products in the financial sector" by selecting:

Software and programming languages used: Python (Jupyter Notebook), SQL Oracle, Qlik Sense, Qlik View, LateX and Tableau.

Professional Timeline

2023 - Present

BTG Pactual

IT Director (2024 - Present)

IT Associate Director (2023-2024)

2019 - 2023

Santiago Stock Exchange

Senior Products & Digital Innovation Lead Manager (2022-2023)

Exchange Products Manager Senior (2022)

Exchange Products Manager (2019-2022)

2019

Banco BICE

Business Intelligence Analyst

2019

Central Bank of Chile

Internship

About me

Bachelor of Science - BS, Industrial Engineering graduated with highest honors from the University of Concepción and Master in Information Technologies and Management from the Pontifical Catholic University of Chile (PUC). Throughout my career, I have developed experience in technological leadership, digital innovation and management of digital products in the financial sector. I have led the development and implementation of complex technological solutions, driving digital transformation and optimizing processes to generate significant results. My experience includes agile project management, design of digital solutions and leadership of multidisciplinary teams.

I invite you to review my curriculum vitae:

Education

  • 2022 - 2024: Master in Information Technology and Management -
    Pontifical Catholic University of Chile (PUC).
  • 2014 - 2019: Bachelor of Science - BS, Industrial Engineering - University of Concepción (UdeC).

Professional Certifications

  • 2022: Data Science Professional Certificate. - IBM
  • 2020: Scrum Product Owner Professional Certificate (SPOPC) - CertiProf.

Courses

  • 2023: Data Science Applications with Python - Pontifical Catholic University of Chile.
  • 2022: Data Science Orientation - IBM.
  • 2022: English for the Workplace Advanced C1 - ENOVUS.
  • 2021: Machine Learning & Artificial Intelligence - RiskMathics Financial Institute.
  • 2020: Fundamental Analysis – Adolfo Ibáñez University.
  • 2020: Financial Analysis – Adolfo Ibáñez University.
  • 2020: Technical Analysis – Adolfo Ibáñez University.
  • 2020: Modules in Macroeconomics: HANK Models – Central Bank of Chile.
  • 2020: Mutual and Investment Funds – Adolfo Ibáñez University.

Languages

  • Portuguese and Spanish Native.
  • Advanced English – Level C1.

Technical Skills

  • Programming languages: Python (VScode /Jupyter), SQL (Oracle/Microsoft SQL Server), R, HTML + CSS, LaTeX.
  • Platforms, libraries and frameworks: Streamlit, Apache Spark, Qlik Sense, Qlik-View, Tableau, Power BI.
  • Infrastructure and cloud services: Azure Cloud, Azure Synapse Analytics, SharePoint.
  • Financial systems: Bloomberg, Sebra HT (Santiago Stock Exchange), X-Stream (Electronic Stock Exchange of Chile).
  • Management and productivity tools: JIRA, Advanced Excel.
  • Messaging protocols: FIX 4.4 (Financial Information Exchange).

Portfolio

0. Business and Market Intelligence

1. Creation and design of Brain Data - Santiago Stock Exchange

Responsible for the creation, design and implementation of the Brain Data Platform of the Santiago Stock Exchange.

Brain Data represents the latest innovation in the field of Big Data & Analytics, where we consolidate market information and make it available to you. It allows the management and analysis of data on a large scale, discovering relevant information about the Chilean market. This digital and interactive platform is accessible from any device, ensuring continuous access to market information and analysis.

Access:

Press coverage:

2. Design and deployment of Big Data Batch Architecture - MS Azure

Research, design and implementation of Big Data Analytics Platform, which allows data processing on a large scale in order to promote information discovery, management and advanced data analytics.

From this platform, solutions based on Artificial Intelligence, Machine Learning, Analytical Dashboards, API, among others, are generated.

3. Click & Vote improvements - Electronic voting with Blockchain technology

Administration, updating and deployment of improvements to the Click & Vote Platform, which seeks to facilitate the remote voting process in shareholders' meetings, through a secure and private tool under Blockchain technology, which guarantees greater security, trust and traceability of information.

The platform uses Blockchain technology, which complies with fundamental principles to guarantee that the exercise of voting respects the rights of voters, regulatory requirements and gives the issuer the confidence that the entire process will be carried out in an integral and secure manner.

You can watch the webinar and presentation by selecting:

4. Cross Listing Market with BVC

I led the implementation of the cross-listing modality ("Cross Listing") that allows investors, both institutional and individual, to buy and sell Colombian securities (in CLP and/or USD) listed on the Colombian Stock Exchange (BVC) through a national brokerage firm and under local rules directly on the Santiago Stock Exchange (BCS). This initiative seeks to increase the liquidity and competitiveness of the local market, and is part of an agreement signed between the BCS and the BVC for the dual stock listing in both stock exchanges.

Press coverage:

You can watch the webinar by selecting:

Some of my other projects:

  • Redesign of the Administrative System of Forward Operations for the Simultaneous Market of the Santiago Stock Exchange.
  • Design and Development of the User Administration System for Trading Terminals.
  • Modernization of the Operation Billing System.
  • Implementation of New Mutual and Investment Fund Quota Data Service.
  • Implementation of Guarantee Calculator and Concentration Limits for Variable Income and Fixed Income.
  • Design and Automation of methodology for Detection of Transactional Fraud – CCI.
  • Automation of fraud detection – Investors League.
  • Optimization of the Performance of the Securities Lending System - SantiagoX Lending.
  • Automation of collections – SantiagoX Lending.
  • Design of Methodology for the Generation of Performance Reports of the Stock Exchanges of Latin America (LATAM).
  • Under update.

Conferences

BTG DAY: Artificial Intelligence & Business Intelligence

Intalk: Regional Integration of Stock Exchanges of Chile, Colombia and Peru - nuam Exchange

Third Financial Innovation Session: Technological Innovation in Finance - BTG Pactual and nuam Exchange

First Financial Innovation Session: Journey to Cloud - BTG Pactual and E&Y

Ninth ACAFI Informative Talk: Investment Fund Quotas in Dollars

Stock Exchange Days Conference - Data Science, Machine Learning & AI: From Theory to Practice.

Click & Vote Talk: Santiago Stock Exchange and DCV

UAI Corporate Financial Leveling Program

In development

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