Jonathan Mendoza

Experience

• 

  Securities and Exchange Commission Philippines

  Jan 2017 - Jan 2017

  Junior Associate, Learning Resource and Information Division (Intern)

  I rendered my 300-hour internship in the Securities and Exchange Commission (SEC) in June 2017 until August 2017. During my stay with SEC, I was able to provide technical and administrative work to the Learning Resources and Information Division (LRID). The following are my key contributions to the division:- Created feedback memos on Competency Framework of SEC accountants and Finance specialists- Helped in the facilitation of the Division's financial literacy program for SEC employees through Sun Life Grepa's PRAXIS- Researched and harvested sentiment data on the events and programs (PRAXIS and Yapster e- Learning) facilitated by the Division- Generated high-level analysis on sentiment data gathered- Conducted exit interviews and prepared completion certificates of SEC’s interns- Provided general administrative work and support to the Division Pokaż mniej

• 

  BPI Asset Management Trust Corporation

  Jan 2018 - Mar 2023

  Senior staff of the Investment Support Department.Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions Pokaż mniej Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions Pokaż mniej Provides efficient and advanced trade management and support to the Fixed Income Desk of the Investment Management Division of the Company. Core responsibilities of the role:• Books and encodes various trade transactions of Peso and Global fixed income securities (primary issuances and secondary market trades) using Bloomberg AIM Terminal and SunGard InvestOne. Securities handled include, but not limited to: - Government securities - Corporate bonds - Time deposits - Money Market instruments - Forex, Currency Conversions, Derivatives• Allocates Time Deposit placement to various BPI branches and processes pre-terminations by consolidating orders of trust accounts and investment funds• Instructs daily cash settlement of fixed income transactions which includes timely and accurate routing of cash remittances (RTGS, PDDTS, SWIFT) to internal counterparts• Prepares reports used by the fixed income team• Liaises with internal and external counterparts to ensure timely and accurate trade management processing • Oversees and provides support as necessary to ensure proper and accurate implementation of fixed income transactions • Leads and cross-train junior associates as and when necessaryCore competencies of the role:• Ability to efficiently handle transactional-base type of work• Knowledgeable in using the Bloomberg AIM Terminal and SunGard InvestOne • Efficient time management skills • Keen attention to specifics and details• Strong teamwork skills• Highly adaptable to a fast-paced environment• Oversees and provides support as necessary to ensure proper and accurate implementation of Fixed Income transactions Pokaż mniej

  • Investment Support Associate - Level C

    Jan 2023 - Mar 2023

  • Investment Support Associate - Level B

    Jan 2022 - Jan 2022

  • Investment Support Associate - Level A

    Jan 2018 - Jan 2021
• 

  BPI Asset Management Trust Corporation

  Jan 2023 - now

  Investment Support Officer

  Assistant Manager to the Investment Services Department.Team Lead of the Fixed Income Support team of the DepartmentPeople Manager • Handles and manages 3 FTEs• Responsible for the deliverables and job acumen of direct reports• Ensures professional welfare and well-being of direct reportsTransaction Supervisor• Ensures accurate transaction processing of investment transactions • Authorizes investment transactions which includes checking and approving of booking of deals and trades in the system• Acts as the escalation person for all Fixed Income transaction• Ensures timely and accurate settlement of tradesInvestments Servicing and Trust Operations• Ensures pooled funds' (UITFs and Mutual Funds) investment transactions are correct and approved in a timely manner• Checks and approves requests for payment and cash settlement of trade transactions of trust accounts• Monitors compliance of investment trading limits of the Fixed income desk• Adheres to regulatory requirements • Ensures timely and efficient implementation of ad hoc task assgined to the team Pokaż mniej

• 

  Bank of the Philippine Islands (BPI)

  Mar 2023 - Jan 2023

  Management Trainee

  A management trainee under the Officership Training Program of the Bank of the Phillipine Islands.• Underwent various trainings, lectures and workshops deemed vital in gaining a deeper understanding of the banking and financial markets industry.• Attended classroom trainings focusing on the various BPI Segments facilitated by the senior officers and management of the Bank• Gained relevant and useful skills and knowledge on Leadership and Management • Trained with the Ayala Innovation Team - gained valuable insights and processes in crafting innovation projects • Proposed an Innovation Project to the Partner Unit (BPI HR - Learning and Development)Final rating: 92.75% Pokaż mniej