Results-driven and analytical professional with exceptional attention to detail, sharp problem-solving abilities, and an unwavering commitment to delivering excellence. Skilled in analyzing and interpreting complex data to drive strategic decision-making, ensuring accuracy, and producing actionable insights. Dedicated to maintaining strict confidentiality while consistently meeting deadlines and exceeding expectations with quality, precision, and reliability.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Lead Analyst (Holdings Manila)
London Stock Exchange Group
07.2022 - Current
Manages eMAXX Operations: Handles eMAXX orders with precision, resolves daily miscodes, addresses eMAXX-related cases, and provides timely, accurate responses to client queries.
Streamlines Domicile Matching: Performs detailed matching processes for Brazil, Australia, and Argentina domiciles, ensuring compliance with standards and maintaining operational excellence.
Ensures Accurate Data Management: Executes the end-to-end collection, formatting, and loading of data for Australian and Argentina funds, delivering consistent and error-free results.
Oversees ETF Management: Manages the collection, formatting, and loading of ETFs for the Australian and Brazilian markets, ensuring seamless updates and reliable execution.
Leads Argentina Domicile Operations: Solely oversees all processes for the Argentina domicile, including monthly collection, formatting, and loading, while ensuring accountability and accuracy.
Handles Critical Holdings Cases: Resolves cases related to holdings, ensuring data integrity and aligning outcomes with client and organizational expectations.
Provides Training and Mentorship: Conducts training sessions for new hires, equipping them with the skills and knowledge to excel in their roles and contribute effectively.
Collaborates Across Teams: Works closely with internal and external teams to source accurate and comprehensive data, enhancing reliability and operational efficiency.
Supports Strategic Initiatives: Participates in special projects and ad hoc tasks, consistently delivering impactful results that align with organizational goals and drive continuous improvement.
Virtual Assistant
Private Client
07.2024 - 01.2025
Overall Social media management.
Website management and creation through GHL
processes and provide comprehensive financial support.
Sales calls and Client onboarding.
A2P Domain Registration.
GHL Automation and management.
Virtual Assistant
Private Client
02.2023 - 06.2024
Organized and prioritized high volumes of emails, ensuring timely responses and streamlined communication.
Coordinated complex schedules with precision, optimizing time management and reducing scheduling conflicts.
Successfully scheduled and managed appointments through calls, fostering smooth client interactions and punctual engagements.
Conducted client calls, actively listened, and documented key points to ensure alignment and seamless follow-up actions.
Designed engaging content and edited professional videos to enhance brand visibility and digital presence.
Maintained meticulous financial records and prepared reports to support informed decision-making.
Provided basic Spanish-to-English translations to facilitate communication and accessibility.
Managed and optimized websites and social media platforms using GoHighLevel (GHL) to drive audience engagement and visibility.
Implemented GHL automations to streamline workflows, enhance efficiency, and improve client management systems.
Tackled various ad hoc tasks with resourcefulness and efficiency, ensuring operational needs were consistently met.
Accreditation Assistant (Contractual)
Enderun Colleges
06.2022 - 06.2022
Compile, organize, and maintain accreditation-related documents, ensuring compliance with accreditation standards and facilitating easy access for audits and reviews by CHED
Assist in the preparation of accreditation documentation, tracking deadlines, and assisting teams in meeting the requirements needed
Collect and collate data from various departments or sources to support accreditation requirements, assisting in the preparation of reports and presentations for accreditation purposes
Finance Intern (Company Financials)
London Stock Exchange Group
02.2022 - 05.2022
Company Overview: https://www.lseg.com
Examined inconsistencies and gaps on financial data (product) to prevent client data queries
Monitored data processing automation
Maintained several monitoring files by using basic to advanced MS Excel skills
Presented status of monitoring file pertaining to data consistency check performed
Prompted the team regularly to check inconsistent data spotted
Https://www.lseg.com
Education
Bachelor of Science - Business Administration - Financial Management