Optimización de la Gestión de Fondos Bursátiles: Diseño de Archivo de Contingencia y Mejora de la Eficiencia Operativa

Abstract

During the development of professional practices, the importance of analyzing and proposing improvements in the management of stock funds at Citibank - Cititrust is addressed, recognizing the challenges faced by the institution in terms of financial, regulatory and cybersecurity risks. This approach is based on the need to protect the financial stability and reputation of the institution in a highly competitive and dynamic global environment. This analysis focuses especially on the automatic reporting system, such as the filing of pending trades to be fulfilled in the ETF fund. This is a contingency document specifically designed to mitigate the risks associated with possible failures in the automatic systems that generate this report, it has a structured and detailed approach to address any eventuality. In addition, it speeds up response times and provides fast and effective solutions, thus becoming a tool to maintain operational efficiency and reduce the impact of interruptions on daily activities. Its implementation has proven to be essential to preserve the continuity of operations and comply with the report sending times agreed with the manager.