Joyce Ann Tupan
Data Operations Analyst
About
Joyce Ann Tupan is a Data Operations Analyst with expertise in investment operations, portfolio analytics, and financial data management within global financial services. She brings one year of experience in processing investment activities, performing valuation updates, and ensuring data integrity for institutional and multi-asset investment clients. Her background includes supporting global operations for accounts receivable teams and collaborating with international finance teams. She is seeking opportunities to leverage her skills in financial data management and client services support.
Experience
Data Operations Analyst, Client Services
Dec 2024 – Present · 1 yr 5 mosSolovis Inc.
- Supported portfolio operations for 6-8 global client accounts.
- Processed investment activities including capital calls, distributions, subscriptions, and redemptions.
- Performed valuation updates and financial data maintenance for analytics and reporting.
Internship, Global Service Delivery
Aug 2023 – Jan 2024 · 5 mosWillis Towers Watson
- Supported global accounts receivable operations across Europe, Asia, and Latin America.
- Assisted with intercompany settlements and high volume transaction processing.
- Collaborated with international teams to support timely finance operations.
Skills
Data Management & Quality
Client Services & Operations
Investment Operations & Analytics
Languages
Education & Certifications
BS in Management Accounting
University of Santo Tomas · 2024