Shannene De Leon-Vizconde Email & Phone Number

Bonifacio Global City, National Capital Region, Philippines

• Duties and Responsibilities:
• Identify new and amended content for inclusion within the Request for Proposal (RFP) database, while also being mindful of the need to archive outdated contents
• Lead daily team huddles to oversee the tasks of other team members and to ensure that the deadlines of each are being met
• Maintain the Detailed Procedural Analysis Documents (DPAD) and update them as needed and in a timely manner
• Collaborate with subject matter experts, sales teams, and global RFP team in updating, maintaining, and producing timely and insightful content for the RFP database
• Ensure that contents and diagrams adhere to Northern Trust's branding guidelines

Taguig, National Capital Region, Philippines

• Duties and Responsibilities:
• Ensure that the verified data is stored and accurately reflected on the products by creating or running data quality checks and standards
• Monitor market events to anticipate changes in financial instruments
• Secure the accuracy of the data through conducting quality assurance
• Generate the report on the weekly error trend to identify the pain points of the team
• Spearhead weekly discussion on the error trend report and provide solutions to mitigate recurring issues

Taguig City

• Duties and Responsibilities:
• Maintain reference and pricing of APAC markets’ assets such as stocks, bonds, and derivatives
• Creation, deletion, and suspension of stocks under APAC markets
• Review of company news and market research
• Data investigation and root cause analysis to answer client queries
• Familiarity in financial statements of investment trusts Initiatives:

Taguig City

• Duties and Responsibilities:
• Handle client queries through reference and data investigation
• Bulk and manual checking of BAU and ad-hoc tasks
• Collaborate with various teams to achieve goals and ensure data accuracy
• Lead projects to increase work efficiency within the team
• Takes accountability for data quality, accuracy, and timeliness

Bonifacio Global City, Taguig

• Duties and Responsibilities:
• Analysis of the monthly customer satisfaction survey results
• Sending of customer satisfaction surveys

Master Of Business Administration - Mba

Bachelor In Banking And Finance - Minor In Service Management, Banking, Corporate, Finance, And Securities Law