Alyssa M.
Mid-Level Client Solutions Specialist
Open to offersNew to PlatformAbout
Alyssa Marie I. is a Senior Associate Specialist, Client Solutions with nearly seven years of hands-on experience in the investment management, global banking and brokerage, and shared services industries. At FactSet Research Systems, she supports clients by integrating FactSet’s advanced portfolio analytics and risk attribution tools into their workflows, addressing data-related inquiries and training new advisors. Alyssa has managed over 1,400 support cases with investment bankers, portfolio managers, quantitative analysts, and traders, and has been repeatedly recognized for outstanding performance, including being named Bullpen Winner. Previously at Accenture, she specialized in data management, invoice processing, and operational excellence within transaction processing and back-office support, underscored by Agile training and multiple internal certifications.
Experience
Senior Associate Specialist, Client Solutions
FactSet Research Systems · 2023 — PresentEngaged with clients in the Investment Management industry to support integration of FactSet's premium and advanced products, including portfolio analytical solutions, backtesting, and performance and risk attribution. Addressed data-related inquiries involving methodologies and formulas, assisted advisors and their clients as a local resource, and contributed to training of new advisors by sharing knowledge on client workflows.Advisor, Client Solutions
FactSet Research Systems · 2020 — 2023Provided client support for Global Banking and Brokerage by delivering solutions via telephone, email, and instant messaging, and guided effective use of the FactSet Workstation. Applied proficiency in excel and FactSet Quant Library (FQL) codes to assist with Financial Valuation Models. Responsibilities included mentoring new hires through dispatcher and y-cording activities and managing client cases on the FactSet Support Desk for users such as Investment Bankers, Portfolio Managers, Quantitative Analysts, Financial Advisors, and Traders.Transaction Processing New Associate
Accenture in the Philippines · 2017 — 2020Processed invoices accurately and on schedule in a Procure-to-Pay environment and utilized Operational Excellence Tools for SL-GL Extraction tasks. Supported shared services through efficient claim registration, check issuance using OMNI, and handling bill objections. Additional duties involved reviewing and processing duplicate invoices, producing both administrative and ad hoc reports, and managing client email communications to resolve queries and concerns.
Skills & Expertise
Education
- BS in Business Administration, major in Financial ManagementSan Beda University · 2022 — 2023
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