Richard Macias

I provide data-driven insights to relationship managers working with venture capital firms and their portfolio companies. I develop and manage dashboards that track investment rounds and capital flows, while collaborating across teams to streamline data analysis and optimize portfolio monitoring, ultimately supporting strategic growth and client engagement efforts.

I managed data reporting and reconciliation for assets under management (AUM), investment inflows/outflows, and trading activities. I oversaw SEC ADV compliance filings, ensuring accurate segmentation of investment data for regulatory reporting. I worked closely with relationship managers and investment teams to develop customized client reporting dashboards, providing real-time insights into portfolio performance. Additionally, I identified process inefficiencies in investment operations and implemented solutions to improve transaction accuracy and streamline investment execution workflows.

I led and managed one of SVB's Business Resource Groups, overseeing strategic planning, execution, and membership growth. I organized and facilitated leadership meetings, driving key initiatives, managed budgets, and ensured resources were effectively allocated. Additionally, I planned and executed high-impact events, including speaker panels and networking sessions, to foster engagement and strengthen connections across all levels of the organization.

I led operational processes for monitoring ETF trades and ensuring settlement accuracy, while adhering to regulatory and risk protocols. I collaborated with Trading, Sales, and Finance teams to oversee investment transaction workflows, resolving discrepancies and optimizing capital deployment. I also designed and implemented scalable procedures to improve operational efficiency in trade execution, allocation, and portfolio tracking, while conducting risk assessments to develop alternative strategies aimed at enhancing financial performance and minimizing transaction costs.

When I first started my schooling at UC Merced I found that there was no club related to cars on campus, not long after I took initiative and started my own club. The amount of experience I have received from being the founder and club president is priceless, not only have I had to use account management skills in order to request funds from the school for events, but I have also had to make strategic partnerships to better the outreach of my club. Over the past years my officers and I have grown the club from one member to just under 100 members and we have also earned two sponsorships.

Bachelors of Science in Management and Business Economics with minor in Sociology.