Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Raymond Rocha

Data Analyst | Manager
Bacoor, Province Of Cavite

Summary

Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.

Overview

8
8
years of professional experience

Work History

Social Media Manager | Creative Director

Sirivisa Creatives
04.2023 - 06.2024
  • Increased customer engagement through social media.
  • Managed multiple social media platforms, ensuring a consistent brand voice and message.
  • Monitored social media trends and emerging platforms, adopting new strategies to stay ahead of the competition.
  • Boosted engagement rates with the creation of compelling and visually appealing content.
  • Monitored online presence of company's brand to engage with users and strengthen customer relationships.
  • Increased brand awareness by developing and implementing effective social media strategies.
  • Developed marketing content such as blogs, promotional materials, and advertisements for social media.
  • Collaborated with team members to develop creative campaigns for social media platforms.
  • Designed and implemented social media strategies to align with business goals.
  • Analyzed and reported social media and online marketing campaign results.
  • Developed and managed content calendars for each platform to establish timely and relevant posts.

Assistant Manager

Straive (Formerly SPi Global)
05.2017 - 01.2023
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects and tasks.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Coordinated with clients to ensure timely delivery of products and resolve any supply issues.
  • Established team priorities, maintained schedules and monitored performance.
  • Made hiring recommendations to increase company's productivity and profitability with quality workers.
  • Implemented staff training programs, enhancing product knowledge and improving customer service skills.
  • Created employee schedules to align coverage with forecasted demands.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Developed detailed plans based on broad guidance and direction.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Utilizes data such as AUM, alternatives, equities, fixed income, ETFs, mutual funds, and cash investments from annual and financial reports, 5500 and 990 forms, 10K and 10Qs, and other SEC filings to construct detailed profiles for institutional investors such as private and public pension plans, asset and wealth managers, and banks for countries within the Americas, APAC, and EMEA regions.
  • Monitors and maintains comprehensive records of venture capital, private equity, infrastructure, and real estate deals, as well as funds and new Limited Partnerships (LP).
  • Facilitates tailored training sessions for newly onboarded team
    members, fostering a seamless integration into workflow and
    providing essential skills and knowledge requisite for their roles.
  • Conducts Root Cause Analysis (RCA) and formulates action plans based on RCA reports. Additionally, provides coaching to enhance the performance of team members identified as bottom performers
  • Supervises the LP6 and 5500 sub-teams, ensuring the prompt processing of tickets within the prescribed 48-hour Service Level Agreement (SLA).
  • Actively participates in meetings with clients and upper management, contributing to discussions on projects, reporting team productivity, addressing tool enhancements, and deliberating on crucial agenda items.
  • Supervises ad hoc and onshore assignments, managing special
    tasks including the addition of new investor profiles, updates hedge fund and managers' valuations, reviews of Alternative Investment Advisor profiles, and 5500 & 990 Agile.
  • Monitors JIRA board, Power BI, Sharepoint, and other shared links to meticulously ensure the adherence of all tasks to schedule
  • Provides essential support to onshore teams in London, the US, and Bangalore, procuring and analyzing pertinent data for tasks
    associated with various projects.
  • Manage client projects, expectations, and relations.

Subject Matter Researcher - Financial Information

Straive (Formerly SPi Global)
07.2016 - 05.2017
  • Gathered and organized information for research purposes.
  • Conducted thorough literature reviews to identify gaps in knowledge and inform future research directions.
  • Determined areas of research to increase knowledge in particular field.
  • Utilizes data such as AUM, alternatives, equities, fixed income, ETFs,
    mutual funds, and cash investments from annual and financial
    reports, 5500 and 990 forms, 10K and 10Qs, and other SEC filings to
    construct detailed profiles for institutional investors such as private
    and public pension plans, asset and wealth managers, and banks for
    countries within the Americas, APAC, and EMEA regions.

Education

Digital Marketing Certification

Refocus
Online
02.2023

Bachelor of Arts - Journalism

University of Santo Tomas
Manila, Metro Manila, Philippines
05.2001 -

Skills

Social Media Management

Projects

Offshore AIC Profiling

  • Profile updates of Alternative Investment Advisors globally.

DACH - Family Offices

  • Profiling of Family offices in the German-speaking part of the DACH region.

Canadian Agile

  • Review and updated Canada-based public and private sector pension funds

AUS Superannuation Scheme

  • Review and update of Australian pension plans.

German Banks Agile

  • Profiling of German Agile banks with current alternative investments.

Thailand Investors Review

  • Review and update of Thailand-based institutional investors.

5500 New Investors Project

  • Scraping and review of 5500 forms used to update US-based private sector pension funds.

990 New Investors Project

  • Scraping and review of 990 forms used to update US-based foundations and endowment plans.

LP6 New Fund Investors Project

  • Scraping and review of form LP6 used to determine new commitments in a fund.

Timeline

Social Media Manager | Creative Director

Sirivisa Creatives
04.2023 - 06.2024

Assistant Manager

Straive (Formerly SPi Global)
05.2017 - 01.2023

Subject Matter Researcher - Financial Information

Straive (Formerly SPi Global)
07.2016 - 05.2017

Bachelor of Arts - Journalism

University of Santo Tomas
05.2001 -

Digital Marketing Certification

Refocus

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Raymond RochaData Analyst | Manager