Summary
Overview
Work History
Education
Skills
Accomplishments
Character Reference
Timeline
Generic

Aneilen Veras

Investment Support Associate

Summary

Organized and dependable at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

13
13
years of professional experience

Work History

Investment Associate

BPI Wealth
08.2018 - Current

UITF & UITF WHOLESALE

  • Responsible for investment account opening, transaction processing, and other admin task to support various daily activities of DCM.
  • Handling Avaloq system
  • Processing UITF Wholesale transactions such as taking orders,placement of orders and settlements.
  • Subscription and redemption process
  • Sending of Morning reports by Navpu confirmation and preparing Month-end reports to UITF partners.
  • Assist AO and partners in day to day orders and concerns.
  • Provide clerical and administrative assistance to the counterparties.


PERA and EVF

  • Handle and process daily transactions such as debiting instruction, placement of orders and transferring of funds to Cash custodian (LBP)
  • Providing assistance to PERA AO and to Cash custodian counterparty.
  • Subscription and redemption process such as debiting instruction, placement of orders and transferring of funds to Cash custodian (LBP)..
  • Amendments, termination of accounts and updating of PERA records .
  • Attending email queries and concerns to EVF.
  • Redemption process of EVF proceeds.
  • Handling OMNI system


Fresh Foods Supervisor

Merkado Supermarket
03.2018 - 07.2018
  • Kept grocery team operations in strict compliance with workplace standards and food safety requirements to maintain optimal health protection.
  • Engaged customers and provided service and support, helping find desired products and items.
  • Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.

Assistant Manager

KFC
09.2011 - 04.2017
  • Responsible on Cash handling.
  • Handles labor management and crew scheduling
  • Responsible in implementing Restaurant safety and security plan effectiveness.
  • Responsible in the effectiveness of the shift
  • Responsible in Planning of Sales Target
  • Timely submission of reports and personnel files

Restaurant Team Member

KFC
10.2010 - 08.2011
  • Greeted guests pleasantly and answered menu questions.
  • Supported sales efforts by suggestively upselling food items and increasing check averages.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Used cash registers and calculators to prepare bills, accept payments and make change.


Education

Bachelor of Science - Entrepreneurship

Quezon City Polytechnic University
673 Quirino Highway, San Bartolome, Novaliches, QC
04.2007

High School Diploma -

Quezon City High School
Scout Ybardolaza, Kamuning Quezon City
03.2003

Skills

    Dynamic and easy to adopt with changes/ environment

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Accomplishments

  • TIFP passer - 2023
  • PERA passer - 2023


Character Reference

  • Rose Marie Javier

Immediate Supervisor

+63 9272797441


  • Melissa Asne

CS3 Support Officer

+63 9162919791



Timeline

Investment Associate

BPI Wealth
08.2018 - Current

Fresh Foods Supervisor

Merkado Supermarket
03.2018 - 07.2018

Assistant Manager

KFC
09.2011 - 04.2017

Restaurant Team Member

KFC
10.2010 - 08.2011

Bachelor of Science - Entrepreneurship

Quezon City Polytechnic University

High School Diploma -

Quezon City High School
Aneilen VerasInvestment Support Associate