Daniel C. Email & Phone Number

Lisbon, Portugal

Lisbon, Portugal

Diving into the intricacies of actuarial science, I contribute to pension scheme management by performing calculations, data analysis, and client deliverables with precision and insight.1. Pension Calculations- Execute bulk run calculations for large member groups and assist with complex benefit rectifications.- Perform targeted recalculations to address errors in historical records.2. Data Analysis & Reconciliation- Reconcile membership data against valuations and census data, resolving discrepancies and outliers.- Validate and prepare datasets for accurate actuarial modeling.3. Client Deliverables- Prepare concise summaries and visual aids for client presentations.- Address ad-hoc client queries, providing insights on calculations, projections, and plan-specific data.- Ensure project timelines and deliverables are met with efficiency.4. Modeling & Assumption Setting- Support pension modeling by refining schemes in valuation software.- Research and update economic/demographic assumptions (e.g., discount rates, inflation, retirement age).- Conduct reasonableness checks to ensure accuracy in projections.5. Project Collaboration- Work closely with cross-functional teams to implement plan changes, wind-ups, or redesigns.6. Technology & Automation- Leverage proprietary tools for pension calculations, data analysis, and testing.7. Training & Development- Mentor newer team members, guiding them through processes and developing their technical skills.

Lisbon, Portugal

As a Junior Investments Strategy Analyst at Mercer, I contributed to the development of innovative investment strategies for UK pension schemes. I played a key role in providing actionable insights, performing detailed financial analysis, and supporting risk management initiatives. Here's a snapshot of what I accomplished:1. Investment Strategy & Analysis- Collaborated with the UK Investment Consulting team to produce insightful analytical reports on Liability Hedging for private UK pension schemes.- Conducted in-depth financial analysis using advanced Excel modeling and analytical software to support investment decision-making.2. Liability Benchmarking & Portfolio Optimization- Performed Liability Benchmark Portfolio (LBP) runs to align client investment strategies with their long-term objectives.- Assisted in optimizing asset allocation models to manage risk and improve funding levels for clients.3. Client Communication & Presentations- Created clear, impactful client presentation decks to present LBP results and key findings, aiding decision-making for senior stakeholders.- Communicated complex investment concepts in a simplified manner, fostering better client understanding and engagement.4. Risk Assessment & Management- Analyzed risks related to asset portfolios in pension schemes, contributing to the development of risk management strategies and improving risk-adjusted returns.- Supported actuarial teams by incorporating risk factors and liability hedging strategies into investment models.5. Knowledge Sharing & Process Improvement- Led internal knowledge sharing initiatives, creating training materials to ensure team alignment with best practices.- Ensured quality assurance by reviewing analytical models, maintaining accuracy, and verifying results.

As a Finance Trainee, I supported key financial operations and contributed to the efficiency and accuracy of the company’s accounting and reporting processes. I gained hands-on experience in accounting, treasury management, and compliance while improving workflows and ensuring data integrity.1. Accounting & Document Management- Managed invoice posting, validation, and payments, ensuring accuracy and compliance with financial policies.- Maintained organized accounting records, adhering to internal and legal requirements.2. Financial Closing & Reconciliation- Assisted in the monthly closing process, handling accruals, deferrals, provisions, and account reconciliations.- Contributed to resolving discrepancies, supporting a timely and accurate month-end close.3. Treasury & Cash Flow- Supported cash management by overseeing regular payments and collections, ensuring adherence to treasury policies.4. Audit & Compliance Support- Assisted with VAT and group audits, ensuring compliance with Swiss regulations and providing key documentation for auditors.5. Data Reporting & Analysis- Utilized Power BI to analyze accounts receivable data, delivering insights for better financial decision-making.6. Backlog Resolution & Process Improvement- Managed and resolved purchase order and cash collection backlogs, ensuring timely financial transactions.- Streamlined data entry and documentation processes, improving overall efficiency.7. Master Data & Supplier Management- Managed supplier records within the master data system, ensuring accuracy and up-to-date information for smooth operations.

[Main Responsibilities]- Produced comprehensive and meticulously researched articles on diverse topics such as behavioral economics, development economics and economic history while ensuring accuracy, clarity, and relevance for publication- Edited and proofread articles meticulously, upholding high standards in grammar, style, and overall quality before publication.- Applied rigorous journalistic practices to gather, analyze, and present information, maintaining a balance between accuracy and readability in content creation.- Conducted thorough fact-checking of information and data to uphold the credibility and integrity of published content.- Utilized advanced research methodologies to collect and analyze data, supporting the creation of well-informed and factually supported articles.- Contributed actively in team brainstorming sessions, collaborated effectively, and supported peers in executing content strategies.

Bachelor'S Degree, Economics

Bachelor'S Degree, Computer Engineering

Some College

High School Diploma + I.B. Diploma

Final (American) GPA: 3.5 I.B. Score: 34/45