Antonio Jr Portugal
@antoniojrportugal
Detail-oriented finance and investment professional with over six years of experience.
What I'm looking for
I am a detail-oriented and highly analytical finance and investment professional with over six years of experience managing and analyzing financial data for a global portfolio of companies. Currently, I serve as a Senior Investment Analyst at Willis Towers Watson, where I prepare detailed valuation and performance reports for client pension portfolios, produce quarterly market outlook reports, and collaborate with external fund managers to ensure data accuracy in client reporting.
Previously, I co-owned Geekninja/Digital Spot Designs, where I conducted inventory and budget analyses, implemented cost-saving measures, and leveraged digital marketing channels to enhance customer satisfaction and retention. My experience as a Financial Research Specialist at Integreon allowed me to hone my skills in data accuracy and quality control, while also leading training initiatives to improve team performance. I hold a degree in Business Administration with a focus on Financial Management, graduating Cum Laude from Lyceum of the Philippines University.
Experience
Work history, roles, and key accomplishments
Senior Investment Analyst
Willis Towers Watson
Nov 2023 - Present (2 years 1 month)
Prepared detailed valuation and performance reports for client pension portfolios, produced quarterly market outlook reports, and collaborated with external fund managers to ensure data accuracy. Trained new team members and improved workflow efficiency.
Managing Partner, Co-owner
Geekninja/Digital Spot Designs
Apr 2022 - Oct 2023 (1 year 6 months)
Conducted inventory and budget analyses, implemented cost-saving measures, and leveraged digital marketing to grow the customer base while ensuring high customer satisfaction.
Financial Research Specialist
Integreon Managed Solutions
Feb 2019 - Mar 2022 (3 years 1 month)
Conducted financial data analysis, ensured data accuracy through quality control, and prepared performance metrics reports while leading training efforts for team improvement.
Financial Analyst
Great Ocean Lake Development and Management Corporation
Jul 2018 - Feb 2019 (7 months)
Analyzed project financial models for investor presentations and assisted in creating slide presentations for lenders while managing sensitive documents for the Chief Finance Consultant.
Education
Degrees, certifications, and relevant coursework
Lyceum of the Philippines University
Bachelor of Business Administration, Financial Management
2014 - 2018
Grade: Cum Laude
Completed a degree in Business Administration with a focus on Financial Management, graduating Cum Laude. Developed a strong foundation in financial principles, investment analysis, and market research.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
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