Noel Minano Jr., Css Email & Phone Number

Singapore

Singapore

Lead client side implementation and solutioning- Lead implementation at Eastspring and integration of Factset Portfolio Analysis Attribution Engine and B One Total Return System for Performance and Analytics Group.Returns reconciliation- Performed bottom up security returns and portfolio return reconciliation from since inception for Equity, Fixed Income and Derivatives to match published official return.Data analysis, reverse engineering data provider logic - Performed back calculation and reverse engineering of data providers transaction accounting and corporate actions treatment and holdings to equivalent transaction system treatment in Order Management System bottom-up return.Facilitate and deploy investment performance internal database and holdings/transaction/corporate action data checks-Lead extraction and automation of Over the Counter security terms and conditions in Aladdin for security analytics modelling.- Build and validate results with data engineers to build a database of holdings, transactions, attribution results and implement automated data override extraction and data checks combining SQL and Python scripts solution.

Implementation and adoption of the B-One to Portfolio Analysis (PA) Hybrid model.- co-work with counterparties and principal project consultant for new firms adopting the B-One system or switching from another performance system to B-One and PA system Performance Solution.- implement dataflows and automated workflows with project committee and achieve ease of use and manageability of implemented process.- understand firm specific security transactions, portfolio treatment and total return and security performance and attribution specifics to successfully integrate new or transitioning clients to the B One model.- Successfully implemented and delivered together with Principal Consultant B One, Factset PA and Pendal Group, on total return and attribution performance based on the whole Factset Hybrid Performance solution with the first solutioning for Australian specific clients on Franking credits transaction incorporating in Total Return calculation.- Currently providing Proof of Concept of Total Return results and Bottom-Up decomposed performance results for Sumitomo Investment Trust based on sample and working together with Sumitomo for data modelling of holdings and transactions data feed for implementation kickoff.

Philippines

Manage support activities and initiatives on the B One Manila Team consultants- coordinate and co-work on decisioning of operational changes and align with global office objectives.Act as primary knowledge resource to peers- provide support consultation and training to associates within the team.- provide support in both technical and business/investment domain consultation.Perform Lead Business Consultant initiatives.- act as lead business consultant for the Manila team on the establishment of the team in the region.

Philippines

Lead Business Consultant- Started the B One performance and attribution support group in the Philippines in March 2020 and self-learn the process under remote learning experience.Provide support and solution in the scope of B One systems to external portfolio managers and performance team.- Provided clarification and answers of each firm’s system setup as they run each module in the system and answers ad-hoc inquiry software configuration and methodology.- Provide explanation and calculation proof for Performance Team and Business Team on concerns of Total return, Equity attribution, Fixed Income attribution, GIPS Composite calculation and Asset allocation methodology.Provide consultative services and primary support to clients - Combines knowledge at portfolio and security level analysis and analytics to give advance recommendation to Guggenheim, Alliance Bernstein, Liberty Mutual International, Candriam, Legal and General Investment Management on GIPS 2020 compliance enhancement, Asset classification changes on Index sector change, multi-pricing and analytic source for Fixed Income Attribution.- Conduct client meetings to help clear system error, unblock calculation issues and help setup new business requisites within the system scope.Co-work with various team to implementation- Co-working jointly with Product Managers team and Implementation team on bug fixes, performance assessment, quality check and enhancements.

Makati

Pricing Strategy:- Successfully lead and established offshoring strategy pricing process in Manila and gone live ahead by 2 months against 8 months training time. As well as draft the official manual for reference for new US, UK, Australia teammates.- Create and model new pricing fees accounting new multi-strategy factors, Sharpe ratio and effective fee calculation for AQR Principal approvals, leading to implementation of new fund strategy and share classes for RFP participation.- Redesigned and improved existing excel templates to add new VBA functionalities and effective fee forecasted calculations to adapt to continuous methodology customization which was used across inter-regional teams.- Successfully mentored and train a teammate from fresh graduate experience into an experienced performance analyst with capable VBA automation skills and process improvement skillset.Performance Attribution:- Lead the automation of fund attribution reporting through addition of advanced excel formula analysis and VBA driven Power point deck creation; resulting in systematic formula driven decision making, accurate fund performance data graph reporting and migration of manual reports from onshore to offshore for team automation and revamp of organization from multiple onshore business development team performance reporting to one centralized offshore performance reporting team.- Supported AQR PH business development team on VBA driven portfolio characteristics reporting and AQR GIPS team on automated template for daily trade cash flows reporting.- Conducted learning initiative seminar on Interest Rates, Equity and Bond Movement relationshipSuccessfully pitch sponsorship of Certified Market Technician and CFA Investment Foundation becoming part of company training. Currently reviewing for CIPM level 1

Up Technohub, Quezon City

Market Pricing- Performs daily and monthly pricing of Manulife holdings ranging from equity, mutual funds, bonds and other assets rectify data price with vendors applying Bloomberg functions of DVD, COMP, ANR and company and sector news for price analysis.- Assist onshore business unit with pricing private bonds and mortgage loans by providing delta calculations deriving from Present Value methodology and cashflows.- Implemented new asset pricing comparison analysis through COMP Bloomberg function and other function for stronger case building on price challenges on data price vendor methodology.- Created a dashboard chart report and template for financial, industrial, Canadian mortgage loans spreads to aid onshore partners explain daily, monthly, quarterly price to yield relationship on prices of private bonds and mortgage loans.- Built monitor list in Bloomberg terminal for daily price retrieval of more than 50 securities with different pricing logic removing manual lookup of individual securities on Bloomberg and automated bulk price lookup of Manulife holdings.Performance Measurement- Calculate and set-up portfolio performance & total return analysis against benchmarks for Manulife Asset Management.- Produces attribution and allocation report of combined fixed income returns and public equity portfolio and provides overall asset and segment measurements for Singapore Investment Committee strategic allocation review.- Completed calculation setup of modified dietz performance measurement with swaps hedging measurement designed for Exchange Traded Funds as first time implementation across multi-region implementation.- Revamp the template of Asset Allocation and Attribution analysis to include better lookup formulas and vba driven data insertion leading to accurate and systematic production of the report.- Recreated Manulife portfolio in Bloomberg PORT as additional support of Modified Dietz total performance analysis report in excel.

• Process and decisions insurance claims from Chester, UK clients working alongside counterpart UK case handlers through streamlined approach to arrive at a conclusion of Upholding the decision in the side of the Business or of the Customer. • Performs customer profiling, credibility check through examination of credit cards history transaction and usage purposes. • Assess daily claims from clients in modes of email, letter, and telephone escalated complains, examines allegations and resolves complains through subjective and objective parameter decisioning backed with rationale that would issue a refund amount or a letter to reject a particular claim and favoring the company. • Commands UK based call developer team to contact UK clients for further information needed to resolve complex cases. • Creates letters and creates process cheque orders for customers who have been decision as eligible for claims. • Creates reports, simulates root cause analysis for achieving full operational productivity at a daily basis

- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches- Promoted investment products or services to each customer to increase sales target of the branch- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions- Provided advisory and consultation on mutual fund performance and treasury notes for both sophisticated and simple investors

Investments And Securities

Completed module in Introduction to Securities and Investment, Asset Servicing. Passed Level 1 & 2 exam.

Master In Business Administration, Finance And Financial Management Services

Currently completing thesis related to "Integration of Traditional Automation with Robotics in BPO at infancy stage"

8Th Philippine Stock Exchange Certified Securities Specialist, Equities Valuation, Portfolio Construction, Use Of Fundamental And Technical Analysis For Stocks.

Equities valuation, portfolio construction, use of Fundamental and technical analysis for stocks.

Bachelor'S Degree, Business Administration And Management, General