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Robert A. | Elance
 
176985602337900
Last Sign-in: Sep 28, 2012

Robert A.

Financial Services Professional
   Philippines

Overview

Minimum Hourly Rate $3

• Comprehensive work experience in financial analysis, data maintenance and MIS reporting.
• Extensive training in fundamental and technical analysis, financial ratios and forecasting, investment banking operations, and securities trading.
• Knowledge on fund administration, global markets, transfer agency and securities operations.
• Previously worked for Multinational companies such as Thomson Reuters, Deutche Bank, and JP Morgan Chase.
• Has Bachelor's degree in Finance and Master's degree in Business Administration
• Strong work ethics,...

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Skills (7)

Tested
Financial Analysis
Financial Analysis Test
My Score
avg
Passed
Financial Forecasting
Data Interpretation
Financial Statements
Microsoft Excel
Microsoft Access Administration
Microsoft PowerPoint

Service Description

Financial Ratios, Reporting and Forecasting
• Generate, analyze, and interpret financial ratios
• Provide fundamental analysis with meaningful commentaries

MIS reports, Microsoft Excel and Access
• Prepare MIS reports
• Create macros to enhance existing excel reports
• Create access database to manage raw data

Ad-hoc tasks
• Admin work
• Creating power point presenations

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Employment

JP Morgan Chase & Co
Process Manager, Fund Accounting
2008 - 2012
• Processed dealing instructions and maintained the transfer agency register for Asset Managers and Fund Promoters covering United Kingdom and Ireland. • Responsible for the accurate maintenance of...
Deutche Knolwedge Services
Associate
2007 - 2008
• Prepared and reviewed daily Profit and Loss (P&L) reports and revenue performance MIS reports of Global Markets group for distribution to Senior Management. • Ensured accurate and timely...
Omgeo
Project Team Lead
2003 - 2007
•Processed requests received from Investment Managers, Brokers, and Banks for the retrieval or reprint of trade confirmations. •Maintained and uploaded standing settlement and account instructions...
Technistock
Data Analyst
2001 - 2003
• Assisted in the development and establishment of financial information for Singapore database. • Coordinated with Data Correspondent for acquisition of Financial Reports of companies listed on...
Overview  |  Job History  |  Resume/C.V.

Keywords

financial ratios financial forecasting creating macro MIS reporting enhancing excel enhancing access
My Snapshot
Finance & Management
1
Elance Level
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Identity
Username
obet8880
Type
Individual
Member Since
June 2012
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Robert A. | Elance

Robert A.