Zane Andrew Pulumbarit Email & Phone Number

Quezon City, Ncr, Ph

Quezon City, Ncr, Ph

Pasig, National Capital Region, Philippines

- Developed portfolio allocation models and sample investment portfolios for investors and advisors which has done well relative to the local market. Crafted research methodologies to analyze and compare various equity markets like US, China, India, and Philippines.- Supervised the development of the Fund distribution business by executing product campaigns, training junior analysts, and assisting marketing/sales representatives through regular market briefings and guidance. - Led ad hoc projects such as the development of the Fund business’s new website and data analytics studies, leading to new strategies for client segmentation, targeting, and engagement.

Pasig, National Capital Region, Philippines

- Pioneered the Funds Analyst role by establishing evaluation methodologies for mutual funds and UITFs, selecting top products based on performance, fees, and outlook which lead to Fund recommendations of the company.- Monitored and analyzed diverse financial markets, including fixed income and equities in the US, China, India, and the Philippines, producing weekly market reports and quarterly outlooks.- Conducted lead generation and conversion activities, including monthly webinars and email newsletters, achieving an 18% conversion of new accounts in mutual funds and UITFs, and with one webinar receiving the highest net promoter score.

- Grew the first online fund supermarket in the Philippines, expanding the product portfolio from 30 to over 60 local and offshore funds, and increasing clients from 60k to over 110k. - Conducted studies on client trends and behaviors, leading to optimized newsletter and webinar schedules for better engagement. - Built management reports to develop strategies for funds distribution growth and explored business expansion projects, including insurance partnerships and fintech collaborations. - Monitored and reported regular financial market news to stay current with financial market events.

Quezon City, National Capital Region, Philippines

- Gathered and analyzed statistical data for policy evaluation on the impacts of RA 11203 (Rice Tariffication Law). The analysis of the industry led to a proposal for a pricing model for rice.- Authored initial versions of policy papers, which broke down the historical context and findings of the study, providing nuance to the challenges of its implementation and its initial outcome.

Tarlac, Central Luzon, Philippines

Bachelor Of Commerce - Bcom, Economics And Finance

Global Markets Trading, Finance

Education record

Bs Business Economics