Lead with purpose
Technology strategy, people management, team building and mentorship.
TECHNOLOGY · PEOPLE · PRIVATE MARKETS
Jose PaivaSobrinhoLeading technology.
Empowering people.
From software engineering to strategic leadership. Building teams and technology that move private markets forward.
MY FOCUSTechnology strategy, people leadership and private markets.
CURRENTLYHead of US TechnologyAztec Group June 2025 — Present
STRATEGY WITH A
HUMAN PERSPECTIVE.
HUMAN PERSPECTIVE.
Aztec Group✦State Street✦Gen II✦Citco✦J.P. Morgan✦
01 / ABOUT
Technology is powerful.
People make it matter.
I connect business ambition with the teams and technology that bring it to life.
My background spans software engineering, private equity platforms and technology leadership in financial services. I lead complex transformations, strengthen application resilience and help cross-functional teams deliver together.
From platform migrations to strategic roadmaps, my approach combines hands-on technical understanding with clear communication, collaboration and a commitment to developing people.
Build with depth
Software engineering and private equity and real estate platforms: Investran, MRI, Yardi and eFront.
Deliver together
Digital transformation, infrastructure management and collaboration across business, technology and vendors.
02 / EXPERIENCE
A career in
forward motion.
June 2025 - PresentAztec GroupHead of US Technology
Lead the strategic direction and operational execution of technology functions across the US, supporting Aztec Group’s rapid expansion in the North American private markets sector. Responsible for aligning US technology initiatives with global strategy to deliver a "high-touch, high-tech" client experience.
Strategic US Leadership: Define and execute the technology roadmap for the US region, ensuring scalable infrastructure and operational resilience to support rapid business growth and client acquisition in Private Equity and Real Assets.
Platform & Product Delivery: Oversee the deployment and optimization of core fund administration platforms (eFront, Yardi) and proprietary digital client solutions (Aztec Connect, Aztec Verify), ensuring seamless integration for US clients.
Client Solutions & Innovation: Partner with US commercial and product leadership to drive technology-enabled client solutions, focusing on data transparency, automation, and enhanced investor experiences.
Team Building & Operations: Build and mentor high-performing cross-functional technology teams in the US, fostering a culture of collaboration, agility, and continuous improvement to meet evolving regulatory and market demands.
January 2019 - June 2025State StreetDevelopment Team Lead / Application Owner
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.
January 2018 - January 2019Gen II Fund ServicesPrivate Equity Product Owner
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.
March 2014 - August 2017Citco Fund ServicesProgram Manager
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.
Earlier experienceJPMorgan - DCC - Direct Custody and ClearingIntegration 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.
Earlier experienceJPMorgan - PEFS - Private Equity Fund ServicesApplication 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.
Earlier experienceJPMorgan - Global Performance GroupSoftware 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
MBA in Banking
FIA · São Paulo, Brazil
BS in Business Management
Amberton University · Dallas, TX
03 / RECOMMENDATIONS
In good company.
“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!”
“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”
“His energy and proactive approach have been critical to the success of the group and to the initiatives we collectively worked on.”
“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.”
“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.”
“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.”
04 / GET IN TOUCH