Keith Lizardo Email & Phone Number

Valenzuela, Ncr, Ph

Philippines

National Capital Region, Philippines

Ncr - National Capital Region, Philippines

- Handles Workspace Capacity Management for the whole Corporate & Investment Bank in Manila- Project manages any workspace initiatives and strategies that would benefit incoming Location Strategies/migrations and Business Growth- SharePoint Development and Administration: Handles SharePoint related projects and enhancements for the business- Provides workspace capacity reports and updates to higher management- Monitors and track compliance training of the business- Specialize in enhancement processes and reporting requirements (KPIs, Dashboards, seats, etc) through SharePoint, JQuery, or VBA- Classroom Facilitator

Taguig City, Philippines

- Classroom Facilitator- Handles Workspace Capacity Management for the whole Corporate & Investment Bank in Manila- Project manages any workspace initiatives and strategies that would benefit incoming Location Strategies/migrations and Business Growth- SharePoint Development and Administration: Handles SharePoint related projects and enhancements for the business- Provides workspace capacity reports and updates to higher management- Monitors and track compliance training of the business- Specialize in enhancement processes and reporting requirements (KPIs, Dashboards, seats, etc) through SharePoint, JQuery, or VBA

Taguig City, Philippines

- Handles fund accounts for JP Morgan Boston FundAdmin, Treasury Services- Handles some of biggest and most critical clients- Prepares and/or creates fund account documentations and checks the same that have been processed by other team members- Devised major as well as minor process improvements within the team, including the creation of VBA Macro that was nominated for 2015 Innovation Contest- Contributed in basic Excel and VBA Macro walkthrough to teammates- Part of Planning Team that conducts monthly planning of deliverables- Performs cross-training to promote resiliency and load-balancing within the team- Maintains daily/weekly scorecards (KPI) of the team- Ensures timeliness and quality in the fulfilment of deliverables- Extended assistance even to external teams and projects on top of deliverables within own team, e.g., created macro to automatically format and print files to PDF and saving to a specific location for Project Team's Paperless Project- Participated in and contributed to several projects of the team: Newton Project; Business Transformation (LEAN) Project Team, which handled the technical process innovations; several Boston and Mumbai Process Migration projects; Shift Remediation Project; Paperless Project of other teams as well as of own team- Maintains healthy, strong relationship with partners and counterparts, both locally and internationally- Goes beyond call of duty, including working during typhoons to ensure that deliverables due were properly covered

Taguig City, Philippines

- Handles fund accounts for JP Morgan Boston FundAdmin, Treasury Services- Prepares and/or creates fund account documentations AWARDS, COMMENDATIONS AND ACHIEVEMENTS- TALA Award Nominee for Innovation on Q2 of 2014, JP Morgan Chase- A-Class Award winner for January 2016, JP Morgan Chase- Innovator Award winner for Q2 2015, JP Morgan Chase- Extra Miler Award winner for Q1 of 2014, JP Morgan Chase- Most Outstanding Employee Award 2013, JP Morgan Chase- Most Outstanding Newbie Award 2013, JP Morgan Chase- Part of the Team with consistent Best Teams awards, JP Morgan Chase- Commended by Managing Director, JP Morgan Chase India, and by Vice President - Mutual Funds Operations Lead Manila - Global Fund Services, JP Morgan Chase, for “excellent work”- Commended by Vice President for Financial Planning and Analysis, JP Morgan Chase for a structured and detailed walkthrough with the Fitch Survey deliverable- Appreciated by Managing Director, JP Morgan Chase for “excellent” work in the Prospectus and SAI walkthrough with him regarding 12d-1 Fee Calc - Received several commendations from offshore counterpartsTRAINING AND DEVELOPMENT- Several Migration Trainings for new processes- 3 Steps to Service Excellence- Steps to Leadership- Operational Excellence for Client Service- Root Cause Analysis & Problem Solving Techniques- Basic Process Improvement- Emotional Intelligence: Overview- Verification Workshop- CIB Manila Advanced MS Excel Skills Phases 1 to 3- 60 Minutes to Time Management- CONE – Computation of NAV in Excel- Fish Program- WINS Refresher- 5425 – Getting Started with Microsoft Office Excel 2007- Managing Up – Harvard Manage Mentor- Career Advancement- Financial Markets – An Introduction- Mutual Funds (US) – An Introduction- Leader As Teacher: Fund Services Platform & Systems automation Strategies- Compliance Trainings