Faith Alexis Cunanan
Summary
Highly detail-oriented and organized Lead Specialist with 5+ years of expertise providing customized financial and technical solutions to diverse financial professionals, including portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors, and corporate clients. Proven track record of achieving 100% satisfaction. Specialize in Portfolio Optimization and Simulation, assisting clients in building and testing strategies that incorporate proprietary alphas, investment bounds on assets and sectors, and defined constraints on portfolio management. Ensure strict compliance with fund mandates while maximizing performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Lead Specialist
FactSet Research Systems
06.2022 - Current
- Specialized In Portfolio Optimization and Simulation in FactSet platform partnered with Axioma, Barra, and Northfield engines and risk & portfolio management solutions.
- Bullpen Level 3 - the highest escalation of escalation in our department. If further escalation is needed after level 1 and 2, where a highly complexed question is being asked by clients, I provide further investigative steps, helpful resources, and coaching to reach the point of resolution or methodology to clients.
- Senior Specialist Mentoring Project (SSM) - Mentoring Senior Specialists on the interpretation of portfolio analysis, style, performance, & risk reports, construction of quantitative models, and the creation of portfolio reporting batch jobs using the FactSet platform. This project helps the team in answering technical and complex questions by clients in the support desk, thereby, lessening the amount of cases being escalated to Bullpen Level 3 from 27 to 11 cases per day.
- Analytics Curator Project - established for Analytics Support group ensuring that all cases are addressed in a timely manner and that Senior Specialists receive the highest level of assistance and guidance possible which contributed to the team's performance increasing from 82 to 97.5 to 100%
- Soft-Skills Instructor (Topics handled: Oral and Written Communication using Phone, Email, and Instant Messaging, How to Communicate with Confidence, Managing client expectations, Effective questioning skills, Elevator Pitch on Products, Handling different types of clients)
Senior Specialist
FactSet Research Systems
06.2021 - 06.2022
- Member of the Fixed Income and Quant Support team. As part of the cluster, working knowledge of modern portfolio theory, optimization, simulation, CAPM, multi-factor risk models, Value-at-Risk (VaR), fixed income security modeling is required
- Received a Global Award for Excellent Client Solutions achieving a 100% satisfaction rate for FY2021 (increasing satisfaction from previous FY of 95 to 97 to 100%) with a total of 1,144 cases received.
Senior Associate Specialist
FactSet Research Systems
06.2020 - 06.2021
- Routed to answer client queries regarding FactSet's premium and advanced products through increased exposure to clients who make extensive use of portfolio analytical solutions, backtesting, and performance and risk attribution.
- Promoted to Bullpen Level 1 escalation, assisting advisors on the support desk prior to escalating to Level 2 and 3.
Advisor, Client Solutions
FactSet Research Systems
06.2019 - 06.2020
- Provides support to financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients
- Handling over 1,400 cases through telephone, email, instant message, and proprietary communication channels, ultimately providing tailored financial and technical solutions to our clients.
- Routed to answer questions about real-time stock price data, financial statements, estimates, corporate actions, M&A, and Ownership
- Developed proficiency in Microsoft Office such as Excel and PPT, including the use of FactSet Quant Library (FQL) codes to assist clients in constructing financial valuation models and charts using FactSet data.
Education
Bachelor of Science in Business Administration - Major in Financial Management
San Beda University
Manila, Metro Manila, Philippines05.2019
Skills
- Proficient in multi-tasking, analytics, and problem-solving, demonstrated by effectively managing complex escalations as a Bullpen level 3 without compromising work quality
- Recognized for exceptional detail-oriented and organizational skills, achieving a 100% satisfaction rate from 36 surveyed responses out of 1,165 cases in FY2023
- Demonstrated exceptional communication skills by maintaining an average of 149 minutes, significantly surpassing the expected benchmark of 25 minutes, when interacting with clients through telephone, email, or instant messaging
- Successfully adapted to shifting deadlines and priorities while achieving a 75% Productivity Percentile, evidenced by maintaining 85% Availability (taking on new client queries) and 100% reliability (with no unplanned absences)
- Ability to work independently using creative thinking without extensive direction
- Flexibility to work shifting schedules as required by business needs, ensuring availability and responsiveness to meet operational demands
- Proactively committed to continuous learning and skill enhancement Currently pursuing a Python Certification, expected completion by June 31, 2024
- Highly skilled in managing high-pressure situations with professionalism and composure, serving as the primary point of escalation for resolving issues with irate clients and ensuring client satisfaction
Certification
- Certified Financial Marketing Professional
- Certified Advanced Technical Analyst
- Certified Advanced Equity Analyst
- SAP Business One Logistics
Technical Skills
- Quantitative Finance
- Alpha Testing, Portfolio Optimization, and Simulation
- Equity & Multi-Asset Class Portfolio Analysis (including Risk in Portfolio Analysis)
- Fixed Income Portfolio Analytics and Security Modelling
- Stress Testing
Languages
English
Bilingual or Proficient (C2)
Tagalog (Filipino)
Bilingual or Proficient (C2)
Accomplishments
- Global Award for Excellent Client Solutions achieving a 100% satisfaction rate - received for having either satisfied or very satisfied client only generated from a random survey of 36 responses from 1,165 cases in FY2023 (all of which are either satisfied or very satisfied, and no dissatisfaction survey should be received)
- Senior Specialist Mentorship Project
- Analytics Curatorship Project
- Bank of America Merrill Lynch (Head) Point of Contact (02/2020 - 06/2021)- rapidly promoted to serve as the liaison Point of Contact for Bank of America Merrill Lynch dedicated-support team at FactSet within 8 months of joining, managing 20 team members across Manila and Hyderabad. Collaborated closely with the Americas Account Team, facilitating communication on user-specific queries, discussing ideas, and proposing enhancements for wealth manager/financial advisor support services.
- Top 5 Client Solutions (95.2% Satisfaction Rate) for FY2019
- Top 1 out of 34 New Hires 2019 - across Asia Pacific, Consulting Team (Philippines, Hong Kong, Australia, India, China, Singapore, and Japan). After 8-week training, we were assessed to readily take on live client queries on the floor in 2019
Timeline
Lead Specialist
FactSet Research Systems
06.2022 - Current
Senior Specialist
FactSet Research Systems
06.2021 - 06.2022
Senior Associate Specialist
FactSet Research Systems
06.2020 - 06.2021
Advisor, Client Solutions
FactSet Research Systems
06.2019 - 06.2020
Bachelor of Science in Business Administration - Major in Financial Management
San Beda University
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