About Me

Accomplished leader with extensive experience overseeing high-performing technology teams through complex Private Equity software projects and digital transformations in the financial services sector. Excel at orchestrating seamless execution of major migrations, cloud replication strategies, and server decommissioning, with a proven track record of delivering critical initiatives that enhance operational efficiency and application resilience.

Skilled in collaborating with senior leadership to identify technology needs and improvement opportunities, driving project momentum through clear communication and a sense of shared purpose. Leverages a strong foundation in software engineering to innovate and meet regulatory requirements while demonstrating exceptional project management expertise as the primary Subject Matter Expert for Investran. Committed to continuous improvement and consistently recognized for achieving top performance rankings.

Contact Details

Jose Paiva Sobrinho

(551) 333-4350
[email protected]

Work

State Street

Development Team Lead / Application Owner• January 2019 - Present

Manage multiple private equity applications, including Investran as a primary application owner at State Street, steering complex, cross-functional projects by collaborating with diverse matrix teams and ensuring clear communication of roles and responsibilities to promote respect and teamwork. Drive innovation and ensure compliance with regulatory standards through a strong foundation in software engineering and expertise in multiple platforms, enabling effective integration and continuous improvement in project and program management.

Gen II Fund Services

Private Equity Product Owner• January 2018 - January 2019

Pioneered innovative solutions for the Private Equity Fund Services segment, including the design and development of a Valuations Processing Data Engine, Capital Allocations & Management Fees Engine, DTCC AIP Position and Valuation Data Feed, Form PF Data Creation, Intacct-to-Investran DIU Data Mapping, and automated wire transfers with U.S. banks.

Citco Fund Services

Program Manager• March 2014 - August 2017

Orchestrated the simultaneous execution of multiple high-impact projects, including upgrades of Investran and Yardi, launch of an investor portal with QlikSense dashboards, and development of a new in-house Waterfall calculation tool. Facilitated seamless communication and collaboration among team members, enabling timely issue resolution and maintaining project momentum throughout the lifecycle.

JPMorgan - DCC - Direct Custody and Clearing

Integration Manager

● Played a pivotal role in managing a project acknowledged as one of JPMorgan's Global Top 10 Projects in 2013.
● Integrated TCS Bancs with legacy systems, enhancing operational efficiency and system functionality.
● Directed the implementation of proxy voting and reconciliation procedures, ensuring compliance with regulatory standards.
● Coordinated with internal and external stakeholders to facilitate the efficient processing of SWIFT transactions.

JPMorgan - PEFS - Private Equity Fund Services

Application Developer Manager

● Accomplished five major projects assigned over years, demonstrating strong leadership.
● Navigated development and coordination of strategic projects within the Private Equity and Real Estate departments, leveraging expertise in Investran and MRI platforms.
● Steered transition from individual contributor to Team Leader, managing the Private Equity Fund Services (PEFS) Client Solutions Application Development Team.

JPMorgan - Global Performance Group

Software Engineer / Development Team Leader

● Transitioned from VB/.Net programming to a leadership role, guiding the development of Global Consolidated Reports, a Java-based application critical for portfolio performance and investment analysis for multinational pension funds.
● Headed successful deployment of a Global Consolidated Reports application, resulting in streamlined portfolio management for multinational clients.
● Developed and launched Stable Value reporting application, providing robust accounting solutions and enhancing financial reporting accuracy.

Education

FIA - Sao Paulo/Brazil

MBA in Banking

Amberton University - Dallas/TX

BS in Business Management

Client Testimonials

See full recommendation list in here

  • Thank you to Jose for your dedication and hard work on the Investran upgrade project. You worked tirelessly to coordinate amongst IT, business, and vendor teams, despite many challenges and long hours. Your positive attitude helped to keep the teams motivated, and your robust technical knowledge helped to keep progress moving. You are an amazing team player and I hope to work together on another project soon!

    Michelle Meahl, PMO, State Street

  • Jose's leadshership, expertise and dedication have been crucial to our ability to migrate the FIS instance of Investran into a State Street Data Center

    Jason L, State Street

  • His energy and proactive approach have been critical to the success of the group and to the initiatives we collectively worked on.

    John S, Manager Director at TPG

  • Jose is the most dedicated hard working person I know and he possesses a great work ethic. He is great at designing enterprise solutions that are highly scalable and does well managing the personnel it takes to implement the solutions. There has yet to be a problem he could not solve. I cannot say enough about his professionalism and leadership skills. Any company would be lucky to have Jose, as he has much to bring to the table.

    Michael R, JPMorgan Chase

  • Jose is energetic,team-oriented, project manager. He brings an understanding of the business side to the projects that he works on, which is a huge plus. Furthermore, Jose keeps the focus on the overall project and keeps in mind that the goal is to give clients (internal or external) the best product in a timely manner.

    Richard H, Citco Fund Services

  • Jose has superb problem-solving skills as well as exceptional team-building skills. He brought Yardi Voyager 7s upgrade, under budget and with no major obstacles, while also managing the Investran Upgrade and the development of a new Waterfall tool. He is a natural leader who has the gift of identifying each staff member’s primary talents and bringing out the best in each one throughout the course of the entire project.

    Krunal Dalia, Bank of New York