Microsoft System
Heilver Funa De Los Santos
Computer Literate
Iloilo City
Summary
Dedicated Portfolio Analyst bringing a proven history of utilizing S&P 500 and Russell 1000 benchmarks for portfolio modeling to suit client needs. Strong knowledge of rebalancing portfolios to minimize expenses and reduce risk. Driven and through with a passion for fostering financial growth and client loyalty.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
Work History
Stock Analyst
Samuel Drug Corporation
Bacolod City Negros Occidental
04.2018 - 04.2023
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Provided strategy advice to high net worth clients.
- Developed and presented proposals for new investments.
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Reviewed and analyzed project spending throughout project life cycle.
- Generated comprehensive reports on portfolio performance and risk assessment.
Service Personnel
Waffle Time Incorporated
Iloilo City
11.2017 - 02.2018
- Gained strong leadership skills by managing projects from start to finish.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Organized and detail-oriented with a strong work ethic.
- Developed and maintained courteous and effective working relationships.
- Worked effectively in fast-paced environments.
- Learned and adapted quickly to new technology and software applications.
Stock Crew Member
Citistores Incorporated
Iloilo City
03.2015 - 09.2015
Education
Associate Graduated - 2 Years
Acsi College Iloilo
Iloilo City 06.2015 - 04.2017
Bachelor Of Applied Studies -
WVCST
Lapaz Iloilo CitySkills
Valuation reports
undefinedSoftware
Timeline
Stock Analyst
Samuel Drug Corporation
04.2018 - 04.2023
Service Personnel
Waffle Time Incorporated
11.2017 - 02.2018
Associate Graduated - 2 Years
Acsi College Iloilo
06.2015 - 04.2017
Stock Crew Member
Citistores Incorporated
03.2015 - 09.2015
Bachelor Of Applied Studies -
WVCST
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