Who is Jonathan Mendoza? Overview
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Jonathan Mendoza is listed as Account Servicing Manager at Metrobank, based in Metro Manila, Philippines. AeroLeads shows a matched LinkedIn profile for Jonathan Mendoza.
Jonathan Mendoza previously worked as Investment Support Officer at Bpi Asset Management Trust Corporation and Management Trainee at Bank Of The Philippine Islands (Bpi). Jonathan Mendoza holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Santo Tomas.
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Metrobank
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Profile bio
About Jonathan Mendoza
Jonathan is a Finance and Investment professional with over five years of experience and training in trade and investment management in the Trust and Asset Management field. Presently working as an Investment Support Officer in one of the Philippines' top Asset Management and Trust firm, he is seasoned to handle complex transactions in a fast-paced industry as he exemplifies excellence and dedication to his craft by providing tip-top outputs in the most efficient time. He is a self-motivated individual that takes challenges with grit and composure.He aims to expand his working knowledge and connections in the Wealth and Investments industry to fully explore potentials the industry offers.Above all, Jonathan is a passionate, goal-driven and focused individual who is thrilled to encounter new learnings and aims to maximize all opportunities.
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7 roles
Jonathan Mendoza work experience
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Investment Support Officer
Assistant Manager to the Investment Services Department.Team Lead of the Fixed Income Support team of the DepartmentPeople Manager • Handles and manages 3 FTEs• Responsible for the deliverables and job acumen of direct reports• Ensures professional welfare and well-being of direct reportsTransaction Supervisor• Ensure accurate transaction processing of various investment transactions • Approves investment transactions in the system which includes booking and encoding deals and trades• Acts as the escalation person for all Fixed Income transaction
Management Trainee
A management trainee under the Officership Training Program of the Bank of the Phillipine Islands.• Underwent various trainings and lectures deemed vital in gaining a deeper understanding of the banking and financial markets industry.• Gained relevant and useful skills and knowledge on Leadership and Managment • Trained with the Ayala Innovation Team - gained valuable insights and processes in crafting innovation projects • Proposed an Innovation Project to the Partner Unit (BPI HR - Learning and Development)Final rating: 92.75%
Mar 2023 - Sep 2023
Investment Support Associate - Level C
Senior staff of the Investment Support Department.Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions
Jan 2023 - Mar 2023
Investment Support Associate - Level B
Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions
Jan 2022 - Dec 2022
Investment Support Associate - Level A
Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions
Aug 2018 - Dec 2021
Junior Associate, Learning Resource And Information Division (Intern)
I rendered my 300-hour internship in the Securities and Exchange Commission (SEC) in June 2017 until August 2017. During my stay with SEC, I was able to provide technical and administrative work to the Learning Resources and Information Division (LRID). The following are my key contributions to the division:- Created feedback memos on Competency Framework of SEC accountants and Finance specialists- Helped in the facilitation of the Division's financial literacy program for SEC employees through Sun Life Grepa's PRAXIS- Researched and harvested sentiment data on the events and programs (PRAXIS and Yapster e- Learning) facilitated by the Division- Generated high-level analysis on sentiment data gathered- Conducted exit interviews and prepared completion certificates of SEC’s interns- Provided general administrative work and support to the Division
Jun 2017 - Aug 2017
2 education records
Jonathan Mendoza education
Bachelor Of Science - Bs, Business Administration And Management, General
High School
Atheneum School
FAQ
Frequently asked questions about Jonathan Mendoza
Quick answers generated from the profile data available on this page.
What company does Jonathan Mendoza work for?
Jonathan Mendoza works for Metrobank.
What is Jonathan Mendoza's role at Metrobank?
Jonathan Mendoza is listed as Account Servicing Manager at Metrobank.
Where is Jonathan Mendoza based?
Jonathan Mendoza is based in Metro Manila, Philippines while working with Metrobank.
What companies has Jonathan Mendoza worked for?
Jonathan Mendoza has worked for Metrobank, Bpi Asset Management Trust Corporation, Bank Of The Philippine Islands (Bpi), and Securities And Exchange Commission Philippines.
How can I contact Jonathan Mendoza?
You can use AeroLeads to view verified contact signals for Jonathan Mendoza at Metrobank, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Mendoza attend?
Jonathan Mendoza holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Santo Tomas.
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