Virtual Assistant | Investment Officer
Portfolio Officer / Trader Analyst
I started investing in the stock market in 2012 and transitioned into Forex trading in 2015 due to the increased challenge from market volatility. Having traded Forex for nine years, I have developed a system that aligns with market psychology.
Presently, I serve as a portfolio officer and trader analyst at CLIMBS Investment Management and Advisory Corporation (CIMAC), where I manage the CLIMBS Share Capital Equity Investment Fund Corp (CSCEIFC).
Contact Information
Email: [hidden]
Kindly refer to my resume through this link: [hidden][hidden]/design/DAGcLXnVqaw/-JahZGY3pBrOhlojHrxOgQ/edit?utm_content=DAGcLXnVqaw&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
Experience
• Portfolio Officer/Trader Analyst
CLIMBS Investment Management and Advisory Corporation
2020 - current
Responsibilities:
o Manage the CLIMBS Share Capital Equity Investment Fund Corp (CSCEIFC).
o Conduct portfolio and risk management.
o Evaluate companies’ financial statements for attractive valuations.
o Analyze market sentiments, such as foreign fund flows and insider trading.
o Perform technical analysis to determine optimal investment entry points.
• Unit Sales Manager
Insular Life (2016 - 2018)
o Collaborated with the team to optimize their strengths.
o Managed and educated team members on client approaches.
o Conducted product and sales training.
o Updated the team on performance metrics and sales reports.
o Sold life insurance and stock market investment products.
• Social Media Manager
American Mutt USA (2019)
o Managed social media accounts (Facebook, Twitter, Pinterest).
o Increased social media engagements using scheduling tools.
o Performed search engine optimization (SEO) and website updates.
• Project Manager / General Virtual Assistant
New World Publishing, LLC (2011 - 2013)
o Managed social media and SEO.
o Conducted keyword research and front-end WordPress development.
o Utilized SEO tools such as Href and SEO Ninja.
• Financial Advisor
AXA Philippines (2015 - 2016)
o Focused on sales and marketing of variable universal life insurance (VUL).
o Provided client consultation and customer service.
Skills
• Technical Analysis
• Portfolio Management
• Risk Management
• SEO and Keyword Research
• WordPress Development
• MS Office Suite & Google Spreadsheets