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Saliendra — Mid-Level Private Equity Associate from Philippines

Saliendra

Mid-Level Private Equity Associate

Philippines 6+ years 1000 - 2000 USD per month
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Rowena S. is an adept Operations & Client Service Professional with a niche in Private Equity, accruing over three years of high-level experience at HSBC. Known for her analytical skills, she specializes in precise valuations, liquidations, and comprehensive fund management. Rowena has consistently managed extensive Private Equity operations, including fund valuations, subscriptions, and corporate actions across varied international markets such as Switzerland, the UK, and Luxembourg. As a primary contact for valuation processes, she excels in client inquiries and fund communications. Her role demanded robust management of operational controls and quality assurance reviews, ensuring accurate Asset Under Management reporting and client compliance. Rowena's career history includes leading team processes, cross-training, and operational excellence initiatives. With a robust educational foundation in Business Administration, she has extended her impact to insurance administration and project management in various roles. Fluent in English and Filipino, Rowena continuously demonstrates her ability to streamline processes and enhance service delivery.

Experience

  • PRIVATE EQUITY SPECIALIST

    HSBC, Philippines · 2023 — 2026
    Managed Private Equity operations on a comprehensive basis, which included fund valuations, subscriptions, distributions, liquidations, and corporate action events across various international markets. Conducted meticulous valuation calculations and quality assurance reviews, ensuring accurate Asset Under Management (AUM) reporting and adherence to compliance standards. Acted as the main point of contact for valuation, liquidation, and expiry of old security processes across regions such as Switzerland, the UK, Luxembourg, and the Channel Islands, addressing NAV escalations, client inquiries, and fund communications. Implemented operational controls, reconciliations, and management reporting, while overseeing pending cases to ensure prompt resolutions and reduce risks. Facilitated team initiatives

  • OPERATIONS ASSOCIATE

    HSBC, Philippines · 2021 — 2023
    Provided high-quality customer service in a dynamic contact center setting, effectively managing inquiries across diverse product lines and resolving issues during initial contacts whenever feasible. Through active listening and clear communication, identified customer needs and offered suitable product recommendations while liaising with appropriate departments for swift resolutions. Maintained consistent achievement of performance metrics for sales, quality, and compliance by personally addressing customer issues and overseeing follow-up activities.

  • ADVISOR OPERATIONS

    Concentrix, Philippines · 2018 — 2021
    Delivered thorough customer support for insurance plan administration, guiding members with access to healthcare and benefit inquiries while ensuring prompt resolutions. Excelled in member service by offering expertise on claims and products, proactively meeting customer needs and fostering positive experiences through effective communication.

  • PROJECT ADMINISTRATOR

    Accenture, Singapore · 2013 — 2017
    Served in a PMO Sub Lead capacity, overseeing resource management for both onshore and offshore teams while assisting in project governance, reporting, and operational planning. Developed and maintained project processes, which encompassed onboarding/offboarding, data protection compliance, and SharePoint administration. Coordinated stakeholder communications, organized meetings and training sessions, and managed client interactions, while creating user training materials and facilitating information distribution among project teams. Provided comprehensive project support throughout the development cycle, which included preparing reports, tracking metrics, managing procurement via ARIBA, and offering administrative support alongside conducting data testing activities.

  • PROJECT COORDINATOR

    Zomedia Pte Ltd, Singapore · 2010 — 2013
    Aided business development by recognizing opportunities and crafting tender proposals, as well as managing bid submissions and facilitating communication between clients, suppliers, and internal teams. Oversaw operational functions such as vendor negotiations, scheduling production, coordinating print and distribution, and managing events to accomplish seamless project delivery. Tracked project advancements and created status reports while ensuring compliance with client specifications and internal policies.

  • CUSTOMER RELATIONS & INVESTMENT ASSISTANT

    China Banking Corporation, Philippines · 2003 — 2008
    Managed tasks related to new account openings and investment banking services, ensuring adherence to established protocols and assisting clients with inquiries related to accounts and services. Offered exemplary customer service by warmly welcoming clients, addressing their concerns, resolving complaints, and conducting follow-ups to assess and improve client satisfaction. Provided crucial administrative and operational support, which included recording transactions, generating branch reports, and aiding the Branch Manager in the seamless operation of daily activities.