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Joyce Ann Tupan, Data Operations Analyst

Joyce Ann Tupan

Data Operations Analyst·Nasdaq Technology AB,

United Arab Emirates

Bachelor's degree, Management Accounting

Work experience

Total years of experience: 2 years, 7 months

Data Operations Analyst

December 2024 - Present

Nasdaq Technology AB,

Taguig, Philippines •Hybrid

December 2024 - Present

• Support portfolio operations for 6-8 global client accounts with
portfolios consisting of approximately 50-200 managed and
drawdown funds per client.
• Process investment activities including capital calls, distributions,
subscriptions, and redemptions while ensuring accurate and timely
updates across operational systems.
• Perform valuation updates and financial data maintenance based on
account statements and fund documents to support portfolio
analytics and reporting accuracy.
• Manage weekly SLA-driven performance estimate updates for
assigned investment funds and conduct data validation checks to
maintain data integrity.
• Utilize eVestment, NexGen, and Canoe Intelligence platforms to
support portfolio analytics workflows and operational processing
activities.
• Support client-related requests involving portfolio information,
investment activity tracking, and unfunded commitment reporting.
Company industry:
Financial Services

Internship, GlobalService Delivery

January 2023 - January 2024

Willis Towers Watsons,

Taguig, Philippines •Hybrid

January 2023 - January 2024

• Supported global operations for the accounts receivable team
across Europe, Asia, and Latin America through receipt postings
and application processing.
• Assisted with intercompany settlements, credit memo requests, and
high volume transaction processing ranging from approximately
200-1000 receipts.
• Collaborated with international teams to support timely and
accurate finance operations.
Company industry:
Financial Services

Education

University of Santo Tomas

June 2024

June 2024

Bachelor's degree, Management Accounting

Philippines

Skills

ACCOUNTING MANAGEMENT
Intermediate
ACCOUNTING MANAGEMENT
Intermediate
ANALYTICS
Intermediate
ANALYTICS
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
COMPLEX PROBLEM SOLVING
Intermediate
DECISION MAKING
Intermediate
DECISION MAKING
Intermediate
ENVIRONMENTAL CERTIFICATION
Intermediate
ENVIRONMENTAL CERTIFICATION
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
FINANCIAL ANALYTICS
Intermediate
FINANCIAL ANALYTICS
Intermediate
INVESTMENTS
Intermediate
INVESTMENTS
Intermediate
MANAGEMENT ACCOUNTING
Intermediate
MANAGEMENT ACCOUNTING
Intermediate
OPERATIONS
Intermediate
OPERATIONS
Intermediate
CERTIFIED MANAGEMENT ACCOUNTANT
Intermediate
CERTIFIED MANAGEMENT ACCOUNTANT
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
DATA MANAGEMENT
Intermediate
DATA MANAGEMENT
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
INVESTMENT MANAGEMENT
Intermediate
INVESTMENT MANAGEMENT
Intermediate

Languages

English
Expert
Filipino
Native Speaker

Training and Certifications

Certifications
Certified Management Accountant , US Passer
Certified Management Accounting
Institute of Management Accountants
Certified Management Accountant

Hobbies

  • Listening To Music