Rudolph James Juan, CFA

Experience

• 

  FactSet

  Jul 2015 - Jun 2017

  Content Analyst – Portfolio Services Research Team

  Throughout my career, I managed fixed income reconciliation for institutional portfolios and expanded the scope to include returns reconciliation. I created Excel templates and workflows to streamline reconciliation processes and boost team productivity. Additionally, I facilitated direct client communication, transitioning the team to a more client-facing model.Key accomplishments:• Converted a high-net-worth client from trial to full contract through relationship-building and consistent performance.• Enhanced internal processes by optimizing workflows and fostering improved team collaboration. Show less

• 

  WTW

  Nov 2017 - Sept 2024

  In this role, I contributed to the refinement of risk/return assumptions and supported improvements to the firm’s portfolio construction methodology. I maintained comprehensive process documentation and provided advanced support for Jacobi-related inquiries. Collaborated with the Sustainability Investments Team to embed ESG data into portfolio construction and reporting workflows. Developed reconciliation templates to validate consistency between manually processed data and Jacobi system outputs. Worked closely with Jacobi Strategies and internal development teams to test and implement globally applicable investment functionalities.Key Accomplishments:• Created Excel-based templates and VBA tools to streamline workflows, enhance operational efficiency, and ensure data accuracy.• Played an active role in shaping internal governance frameworks concerning data utilization and access within the Jacobi platform. Show less During this role, I established reporting standards to enhance timeliness, quality, and client communication. I led both team-wide and one-on-one training sessions to address knowledge gaps and raise reporting standards. As the primary point of contact, I facilitated the onboarding of new projects and large client portfolios. I also pioneered the first Japan-based performance report for Manila (2021), creating a new pipeline of Tokyo-based work. Recognized as a Subject Matter Expert (SME), I provided cross-regional support and mentored peers.Key Accomplishments:• Led the Learning & Development Committee (2019–2022), driving onboarding programs and skill enhancement initiatives.• Served as Project Manager for Continental Europe (2020–2022), achieving significant improvements in client satisfaction.• Produced and reviewed investment monitoring reports and custom analyses for clients across the UK, Europe, and Japan. Show less

  • Investment Associate – Portfolio Strategy Team

    Sept 2022 - Sept 2024

  • Investment Analyst – Manila Investments Reporting Team

    Nov 2017 - Aug 2022