Experience

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  Abu Dhabi Investment Authority (ADIA)

  • United Arab Emirates
  • Financial Services
  • 700 & Above Employee

  • Risk Oversight Manager (Associate) - Core Portfolio

    • Mar 2020 - Present

    I execute asset management in adherence to investment strategy, objectives, and controls plus professional standards and government regulations. Reporting to the Department Executive Director and Executive Committee, I rigorously monitor activities and utilize metrics to produce analytical reports for all portfolios, enabling the identification and mitigation of risk, that facilitates the consistent meeting of targets. Optimizing work processes, I complete all required operational and investment documentation. Collaborating with investment teams, I build and actively control investment portfolios, minimizing exposure to risk and maximizing outcomes, while maintaining compliance with guidelines. Bolstering the Department's and wider organization's reputation, I objectively review protocols, ensuring adherence to agreed protocols, and advocating for continuous improvement. Onboarding, training, and mentoring colleagues I develop the team's skillset. I worked in close partnership with colleagues to implement new investment strategies, inclusive of Total Return Swaps, participation in IPOs, and investing in non-benchmark stocks for index strategies, index plus strategies, portfolio optimization, event driven strategies, alternative replication, and other beta plus strategies.

  • Senior Specialist – Indexed Funds Department

    • Jul 2011 - Mar 2020

    Optimizing service delivery and promoting the activities of the investment team and senior leadership, I optimize work protocols, systems, and regulatory compliance. I pinpointed, investigated, and alerted appropriate colleagues to any operational investment errors and collaborated with Investment colleagues to eradicate legal, regulatory, and tax risks. Executing data analytics, I generated reports for Research & Investment teams and senior leadership that enabled informed decision-making. Investigating and resolving systems and operational issues, I produced cost analysis expenditure, revenue, and security lending risk reports, I support the effective monitoring of investments. Completing performance and attribution analyses, I uncovered deficiencies in case management plus lost opportunities comprising corporate action, verification of commission charges, additional cost items, rights investigations, and reimbursement. I drove research and investment systems programs plus efficiently resolved IT issues and change requests, by working in close partnership, and troubleshooting with, IT staff. Updating and tracking the performance of Alternative/Smart Beta Indices Database, I supported the roll-out of new products, including an Overdraft Arrangement product that generated $6 million in fund performance. I acted as Deputy Recovery Team Leader for Business Continuity and Back Up IT Coordinator. Overseeing the introduction of Investment Committee Resolutions, I drafted transfer instructions, encompassing account opening, AIDA subsidiary liaison, compliance checks, corporate action checks, Executive Committee approval, manager notifications, priced asset lists and reporting, regulatory approvals, restricted stocks, requesting and reviewing asset lists for eligibility, stock lending recalls and writing proposals. I executed the Pre- and Post-Compliance Equity Index Announcement Review for Index Funds function, ensuring regulatory compliance and tax status of ADIA.

  • Associate – Emerging Markets Department

    • Jun 2008 - Jun 2011

  • Accountant – Accounts Department

    • Oct 2006 - Jun 2008

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  Alliott Hadi Shahid Chartered Accountants

  • Abu Dhabi, United Arab Emirates

  • Auditor

    • Oct 2004 - Sep 2006
    • Abu Dhabi, United Arab Emirates

• 

  Holy Angel University

  • Angeles, Central Luzon, Philippines

  • College Instructor

    • Nov 2002 - Mar 2004
    • Angeles, Central Luzon, Philippines

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  PwC Philippines

  • Makati, National Capital Region, Philippines

  • Associate Auditor

    • Nov 2000 - Oct 2002
    • Makati, National Capital Region, Philippines