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Antonio Jr Portugal

@antoniojrportugal

Detail-oriented finance and investment professional with over six years of experience.

Philippines
Message

What I'm looking for

I am seeking a role that offers opportunities for growth and challenges in financial analysis and investment management.

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

WW
Current

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.

Education

Degrees, certifications, and relevant coursework

Lyceum of the Philippines University logoLU

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

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Antonio Jr Portugal - Senior Investment Analyst - Willis Towers Watson | Himalayas