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Work experience

Sep 2014Present

Passive Investment Assistant

International Kai-zen Research Foundation

1. Creation of Daily Performance Reports

- Produce daily reports for the performance  and cash levels of all the portfolios in the        Passive Investments.

2. Data Management of the Portfolios

- Transform  raw data to valuable information for the company.

-  Do tests that involve the past performance of the portfolios.

3. Reconciliation

- Validates the details of the transactions and fees charge in the accounts.

- Produce daily reconciliation reports between the statements and the daily reports.


Jun 2010Jun 2014

BS in Applied Economics and BS in Management of Financial Institution

De La Salle University- Manila