Steve Tabaluyan
Chief Operating Officer at Aries Investment Management- Claim this Profile
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Bio
Mark Hardiek
"Steve was an effective Private Equity Auditing Manager when we worked together several years ago. His team respected him for his knowledge of Private Equity and his ability to lead. Steve is very personable and I enjoyed having him as a key member of my management team." -Mark Hardiek
Geoffrey Dunmore, CFP®, CPWA®
Steve is an excellent listener with an insatiable curiosity. Our clients relied upon Steve's group for accurate and timely reporting of their alternative investments; he regularly got involved to better understand and provide possible solutions to specific client issues/requests.
Mark Hardiek
"Steve was an effective Private Equity Auditing Manager when we worked together several years ago. His team respected him for his knowledge of Private Equity and his ability to lead. Steve is very personable and I enjoyed having him as a key member of my management team." -Mark Hardiek
Geoffrey Dunmore, CFP®, CPWA®
Steve is an excellent listener with an insatiable curiosity. Our clients relied upon Steve's group for accurate and timely reporting of their alternative investments; he regularly got involved to better understand and provide possible solutions to specific client issues/requests.
Mark Hardiek
"Steve was an effective Private Equity Auditing Manager when we worked together several years ago. His team respected him for his knowledge of Private Equity and his ability to lead. Steve is very personable and I enjoyed having him as a key member of my management team." -Mark Hardiek
Geoffrey Dunmore, CFP®, CPWA®
Steve is an excellent listener with an insatiable curiosity. Our clients relied upon Steve's group for accurate and timely reporting of their alternative investments; he regularly got involved to better understand and provide possible solutions to specific client issues/requests.
Mark Hardiek
"Steve was an effective Private Equity Auditing Manager when we worked together several years ago. His team respected him for his knowledge of Private Equity and his ability to lead. Steve is very personable and I enjoyed having him as a key member of my management team." -Mark Hardiek
Geoffrey Dunmore, CFP®, CPWA®
Steve is an excellent listener with an insatiable curiosity. Our clients relied upon Steve's group for accurate and timely reporting of their alternative investments; he regularly got involved to better understand and provide possible solutions to specific client issues/requests.
Credentials
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Certified Information Privacy Manager (CIPM)
IAPP - International Association of Privacy ProfessionalsJul, 2022- Nov, 2024 -
Personal Leadership and Business Success Series: Business Excellence
Singapore Management UniversityMar, 2020- Nov, 2024
Experience
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Aries Investment Management
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Singapore
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Investment Management
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1 - 100 Employee
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Chief Operating Officer
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Nov 2022 - Present
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Northern Trust
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United States
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Financial Services
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700 & Above Employee
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Financial Reporting Manager
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Jul 2011 - Present
Manage an audit team of fund accounting analysts. Produce and prepare portfolio of investment accounting for institutional clients. Fully responsible in hiring, conducting performance review, and developing team member. Involve in key initiatives of the branch and the region.
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Head of Client Valuation Reporting - Singapore
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May 2019 - Nov 2022
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Alternative Investments Manager
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Jun 2006 - Jun 2011
Managed an audit and control private equity business operations servicing over 2,000 institutional and personal clients. Interacted with clients in the client servicing capacity for service meetings, new business opportunities, and crisis management solutions.
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GOLD Trainee
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Jul 2004 - Jun 2006
Completed Global Opportunities in Leadership Development Program - a prestigious 15-18 month enterprise program offering a well-structured series of on-the-job rotations. Completed credit underwriting class.
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Accounting Operations Team Leader
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Feb 2000 - Jul 2004
Led accounting analysts in providing trust accounting valuation to institutional clients.
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Dovenmuehle Mortgage, Inc.
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United States
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Financial Services
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200 - 300 Employee
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Senior Loan Auditor
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Jan 1998 - Feb 2000
Provided loan auditing of Adjustable Rate Mortgage (ARM) accounts. Consulted with homeowners in identifying mortgage payments. Provided loan auditing of Adjustable Rate Mortgage (ARM) accounts. Consulted with homeowners in identifying mortgage payments.
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Education
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1995 - 1997
Indiana University Bloomington
Bsc., Finance and Marketing -
2006 - 2008
Keller Graduate School of Management of DeVry University
MBA, Management -
1993 - 1995
Texas Christian University
Business
Community
