RUI CARVALHO Mobile: +1-347-***-**** Email: aczkhc@r.postjobfree.com

Fairfield, CT 06824 LinkedIn: https://www.linkedin.com/in/rui-j-carvalho

Senior Product Executive

Global Experience Growing Businesses and Leveraging Technology as a Growth Driver

Product Executive: Product development, launch, management, and channel development for financial technology innovation. Problem solver, innovator, and inventor of financial products and services.

Exchange Market Data, Index Product Licensing, Real-Time Feed & Third-Party Index Calculation Services.

Market Data Intelligence with AI, Predictive Analytics and Cognitive Computing.

Reference, Regulatory, Ratings, Pricing, and Financials Data.

Adaptive Global Leader: Deep passion for ethics in action and collaboration across executive and cross-functional teams. Strong international background; lived and worked in Singapore, New York, and Toronto.

Emerging Technology Innovator: Able to leverage emerging technologies such as AI, Predictive Analytics, Cloud Computing/AWS, Open API, Enterprise Data Management as a strategic growth driver.

Exceeded 20% CAGR for index licensing and financial targets by 174% and 185% in 2015 and 2016.

Drove 5-year 7.3% CAGR for Enterprise Solutions and 11% CAGR for S&P Ratings IP feeds.

Led strategic inorganic business activities: acquisitions, integration, and divestiture activities.

Executive Experience

Nasdaq, New York, NY 2015 - 2017

Senior Vice President (SVP), Global Information Services

Recruited to lead Product Management Team for Global Information Services (~25% of Nasdaq revenue) in new product design, product development/introduction, channel/partner development, and lifecycle product management. Directed executive team and global organization based in Hong Kong, Bangalore, Stockholm, Copenhagen, London, New York, Maryland, and Virginia. Managed all Market Data products, Index Licensing (ETFs, Futures, Options, Mutual Funds), Analytics, and third-party Index Calculation Services.

Growth Strategy & Execution

Led design and execution of division-wide market growth strategy to take advantage of emerging market opportunities, partner channels, and new product development.

Captured 5% annual growth rate for entire product portfolio and 20% CAGR for Index Licensing.

Surpassed financial targets by 174% in 2015 and 185% in 2016.

Product Development & Innovation

Infused innovative culture and formal product management methodology (Pragmatic Marketing) focused on speed to market, minimum viable product development, and revenue growth tomorrow and today.

Designed real-time Analytics strategy for Nasdaq pricing, adding capabilities to low-latency offering to drive existing feeds’ value.

Established partnerships/collaboration with AI firms to develop Predictive Analytics engines.

Led global client engagements to launch and integrate new data, index, and analytics products.

Business Development / M&A

Spearheaded acquisition integration of Dorsey Wright & Associates into Nasdaq.

Collaborated with CEO and COO to evaluate, plan, and negotiate potential purchase bid of IDC.

S&P Global Market Intelligence (S&P Capital IQ), New York, NY 2010 - 2015

Managing Director, Enterprise Solutions

Hand-picked by S&P Capital IQ President to unite 4 global teams into newly formed Enterprise Solutions Group for Product Management, Platform Development, JJ Kenny Pricing and Credit Market Analytics, and Global Business Operations. Managed international staff located in New York, Denver, London, and Hyderabad. Defined and executed strategy for developing, selling, and managing financial information products and services portfolio generating $500M in annual revenue.

Product & Platform Development

Orchestrated roadmap for transition to machine-based trading, putting S&P at forefront of industry trend that saw automatic data feeds grow from 10% to more than 80% over 5 years.

Created Unified Data Feed product with pull access Open API strategy for Cloud/AWS enablement; added RatingsXpress (RX) to Unified Data Feed to revive product, achieving 11% CAGR.

Aligned strategy and grew delivery of bulk and on-demand delivery channels.

Led strategic platform optimization by working in collaboration with product and content teams.

Generated 5-year CAGR of 7.3% across all product lines and platform services.

Business Development / M&A

Spearheaded acquisition and business integration of Credit Market Analytics and QuantHouse.

Directed due diligence, negotiation, and sale of CMA and JJ Kenny Pricing properties to ICE.

Led SPSE / JJ Kenny Pricing and Credit Market Analytics teams in intra-day and end-of-day pricing for 3.5M FI/OTC securities.

Improved Global Operations performance to meet client SLAs and ISO/SAS regulatory standards.

S&P Ratings, New York, NY 2007 - 2010

Vice President of Data Strategy & Operations

Recruited to define the enterprise data strategy and data practices. Directed enterprise data strategy execution across entire S&P Ratings franchise to strengthen data validation for ratings decisions.

Orchestrated Enterprise Data Management (EDM) technology infrastructure integration, sourcing and implementation (GoldenSource EDM). S&P Ratings was the industry’s pioneer in this space.

Completely revamped practices and standards to govern data operations for ratings services.

Reuters, Singapore, New York, Toronto 1996 - 2007

Vice President, Reuters Asia Pacific & Global Fundamentals, Singapore (2004-2007)

Senior Director, Global Equities Management, New York (2001-2004)

Director, Global Product & Quality Assurance, Toronto (1996-2001)

Hired as Market Analyst for Brazil; expanded to South America and North America. Selected to manage data operations then to Singapore Country Manager role, which grew to encompass India and Southeast Asia. Led global fundamentals in addition to global product and quality assurance.

Established and launched large-scale global data operations, expanding team to nearly 3,000 through global outsourcing in India, China, and Eastern Europe.

Drove business growth from <$10M to >$50M, including 3.5x in SE Asia and 2x in Australia.

Facilitated M&A analysis and integration of Bridge Information Systems, Telerate, and Multex, Inc.

Education & Credentials

Leading Edge, University of Michigan Ross School of Business – Reuters Executive Training Program

York University – Bachelor of Arts, Honors

Pragmatic Marketing, Product Management Designation – 2009, 2015

Canadian Securities Institute – Canadian Securities Course (Series 7 – Canada Equivalent)

Languages: Fluent in English and Portuguese; Advanced Verbal Spanish Skills

Affiliations: Argyle Forum CDO/CTO/CIO Society Registered Member

Pragmatic Marketing Product Management Alumni Active Member

American Society for Quality (ASQ) Member & Conference Speaker/Presenter

Leadership: Professional Mentor for Ongoing Career Development

Interests: English Literature, Theatre, Football (Soccer), Traveling, Scuba Diving, Golf

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