Open to opportunities

Mahalia Watson

@mahaliawatson

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Analytical financial analyst with expertise in corporate finance.

Jamaica

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What I'm looking for

I am looking for opportunities that allow me to leverage my financial expertise in a dynamic environment, focusing on strategic planning and client relationship management.

I am an analytical and results-driven Financial Analyst with over 5 years of experience in corporate finance, investment analysis, and portfolio management. My expertise lies in preparing financial reports, conducting risk assessments, and supporting data-driven strategic planning. I am committed to accuracy and ethical standards, delivering actionable insights that support business growth.

In my most recent role as a Senior Corporate Portfolio Support Officer at JMMB Group, I managed reporting, calendar tasks, and compliance workflows while overseeing operational projects. My previous positions have equipped me with strong technical proficiency in financial modeling, Microsoft Excel, and regulatory compliance, enabling me to improve reporting accuracy and resolve client issues effectively.

I am passionate about leveraging my skills in financial analysis and reporting to drive strategic initiatives and enhance organizational performance. I thrive in environments that challenge me to optimize workflows and deliver exceptional client support.

Experience

Work history, roles, and key accomplishments

Current

Senior Corporate Portfolio Support Officer

Current

JMMB Group

Sep 2022 - Nov 2024 (2 years 2 months)

Managed reporting, calendar tasks, and compliance workflows while overseeing operational projects and supporting executives with cross-functional tasks. Ensured regulatory adherence and managed corporate financial transactions.

Financial Analysis Reporting Regulatory Compliance Project Management Data Analysis Microsoft Excel CRM Management Workflow Optimization Google Workspace

Senior Corporate Portfolio Support Officer

JMMB Group

Sep 2022 - Nov 2024 (2 years 2 months)

Financial Analysis Reporting Regulatory Compliance Project Coordination Microsoft Excel Data Analysis CRM Management Workflow Optimization Google Workspace

Corporate Portfolio Support Officer / CRM Administrator

JMMB Group

Nov 2020 - Aug 2022 (1 year 9 months)

Supported client management, reporting, and CRM database maintenance. Resolved client issues and improved reporting accuracy while preparing presentations and orientation materials.

Client Relationship Management Reporting Data Analysis Presentation Skills Problem Solving Microsoft Office

Corporate Portfolio Support Officer / CRM Administrator

JMMB Group

Nov 2020 - Aug 2022 (1 year 9 months)

Supported client management and reporting while maintaining the CRM database. Resolved client issues and improved reporting accuracy, preparing presentations and orientation materials.

Client Management Reporting Problem Solving Data Analysis Workflow Optimization

Client Relations Officer

JMMB Group

Nov 2019 - Nov 2020 (1 year)

Managed client portfolios and provided financial planning support, handling transactions, compliance checks, and sales support to ensure client satisfaction.

Financial Planning Compliance Sales Support Customer Service

Client Relations Officer

JMMB Group

Nov 2019 - Nov 2020 (11 months)

Managed client portfolios and provided financial planning support. Handled transactions, compliance checks, and sales support to enhance client satisfaction.

Financial Planning Compliance Sales Support Communication Skills

Education

Degrees, certifications, and relevant coursework

University of the West Indies

Bachelor of Science, Management Studies

2012 - 2015

Completed a Bachelor of Science in Management Studies with a focus on Accounting, gaining knowledge in financial principles, management strategies, and accounting practices.

Jamaica Institute of Financial Services

Certified International Financial Planner, Financial Planning

2019 -

Achieved certification as a Certified International Financial Planner, enhancing skills in financial planning and investment strategies.

Jamaica Institute of Financial Services

Certified International Financial Planner, Financial Planning

2019 -

Achieved certification as a Certified International Financial Planner, enhancing skills in financial planning and investment strategies.

Jamaica Stock Exchange

Jamaica Securities Course, Securities Trading

2018 -

Completed the Jamaica Securities Course, gaining insights into securities trading, investment analysis, and market regulations.

Jamaica Stock Exchange

Jamaica Securities Course, Securities

2018 -

Completed the Jamaica Securities Course, gaining insights into securities trading, market analysis, and investment strategies.

University of the West Indies

Bachelor of Science, Management Studies

2012 - 2015

Completed a Bachelor of Science in Management Studies with a focus on Accounting, gaining knowledge in financial management, accounting principles, and business operations.