Danilo Chua Email & Phone Number

Valenzuela, Ncr, Ph

Taguig, National Capital Region, Philippines

Sen Gil J Puyat Avenue, Makati City

1. Construct and adjust portfolio fund allocation based on updated market data, analysis, and tactical asset allocation targets and strategy set by AMTC Portfolio Management unit2. Handles assigned portfolio and send daily orders to other AMTC units based on portfolio targets and fund allocation. 3. Review handled portfolio to ensure compliance to mandates and policies, and correct breaches when necessary. 3. Coordinate with Account Officers on matters pertaining to… Show more 1. Construct and adjust portfolio fund allocation based on updated market data, analysis, and tactical asset allocation targets and strategy set by AMTC Portfolio Management unit2. Handles assigned portfolio and send daily orders to other AMTC units based on portfolio targets and fund allocation. 3. Review handled portfolio to ensure compliance to mandates and policies, and correct breaches when necessary. 3. Coordinate with Account Officers on matters pertaining to portfolio management. This includes:a. Monitor overall portfolio returns relative to the benchmarks, risks and liquidity.b. Analyze and explain portfolio performance.c. Recommend portfolio solutions/ strategies.4. Perform other tasks assigned by AMTC management Show less

Ayala Avenue, Makati City

Officership Training Program (OTP)1. Attended various training modules prescibed by BPI in relation to the bank's products & services, rules and regulations. 2. Completed the On-The-Job (OJT) training which focused on various investment and business processes of Asset Management & Trust Corporation3. Created a process improvement project in line with Portfolio Management Unit in the automation of monitoring and proper allocation of investments in corporate bonds.

Bank Of The Philippine Islands- Asset Management & Trust Group

1. Managed various portfolios with investment in Unit Investment Trust Funds (UITFs) and Mutual Funds2. Created and implemented files that summarize allowed investments and ensured that portfolios are within the prescribed allocation and limits.3. Managed cash / liquidity requirements for various multi-asset portfolios to ensure end-of-day cash balances are within the forecast of the portfolio managers and avoid overdraft.4. Performed end-of-day checks on handled… Show more 1. Managed various portfolios with investment in Unit Investment Trust Funds (UITFs) and Mutual Funds2. Created and implemented files that summarize allowed investments and ensured that portfolios are within the prescribed allocation and limits.3. Managed cash / liquidity requirements for various multi-asset portfolios to ensure end-of-day cash balances are within the forecast of the portfolio managers and avoid overdraft.4. Performed end-of-day checks on handled portfolios to ensure transactions are completely processed and properly implemented. Show less

Bpi Asset Management & Trust Group

1. Facilitated accurate booking of domestic, global fixed income, and direct equity trade transactions covering primary market issues, secondary market trades, money market placements and offshore funds. 2. Organized proper documentation of all fixed income transactions aligning documentary requirements needed by different units to ensure proper trade matching with custodians.3. Processed requests for outward remittances and monitored incoming funds in timely manner in line with… Show more 1. Facilitated accurate booking of domestic, global fixed income, and direct equity trade transactions covering primary market issues, secondary market trades, money market placements and offshore funds. 2. Organized proper documentation of all fixed income transactions aligning documentary requirements needed by different units to ensure proper trade matching with custodians.3. Processed requests for outward remittances and monitored incoming funds in timely manner in line with the settlement of trade transactions. 4. Coordinated with various units in relation to settlement of trade transactions and conducted reconciliation as necessary.5. Communicated and prepared trade limits on daily transactions with Risk and Compliance Unit to ensure proper trading limits are observed.6. Facilitated booking of equity transactions and provided transaction reports to various units. Show less

San Juan City, Metro Manila

1. Conducted proper book-keeping and records management pertaining to the building construction. 2. Co-managed the rent business through proper documentation of all records that include revenue collection, expenses, handling of banking matters, and legal documents.

Bachelor Of Science (Bs), Business Management Specializing In Entrepreneurship, 2.917

Activities and Societies: Member- Business Management Society • Bachelor of Science in Commerce, Major in Business Management specializing.

Secondary Education

• High School Diploma, March 2003. • 3rd Honour in graduating class • Loyalty Award & Good Moral Character