Summary
Overview
Work History
Education
Skills
Timeline
Generic

AARON REGO

Summary

Experienced finance professional skilled in investment analysis, Power BI reporting, and data consolidation. Demonstrated ability to provide actionable insights and develop informative dashboards. Committed to seeking new challenges to enhance skills and knowledge.

Overview

5
5
years of professional experience

Work History

Investment Analyst

ONDA Group Pty Ltd
05.2023 - Current
  • Data Consolidation: Gather and aggregate financial data from various sources, including client accounts, market reports, and investment platforms.
    Clean and prepare data for analysis, ensuring accuracy and consistency in financial information.
  • Power BI Reporting: Develop and maintain Power BI dashboards and reports that visualize key financial metrics and portfolio performance.
    Customise reports to meet specific client needs, including metrics on asset allocation, returns, risk exposure, and sector performance.
  • Client Communication: Regularly communicate with clients to discuss portfolio performance, potential adjustments, and market conditions.
  • Problem Solving: Identify and troubleshoot any issues related to data accuracy, reporting errors, or system performance. Created Macros and used Power Query to reduce work load by 60%.

Asset Management Intern

Foster Consultants
01.2021 - 03.2021
  • Data Management: Gathering, organizing, and updating financial data related to investments, portfolios, and market trends.
  • Reporting: Assisting in the preparation of reports on portfolio performance, market conditions, and investment strategies.
  • Client Communication: Helping prepare materials for client meetings, such as investment summaries, performance reports, and market outlooks.
  • Administrative Support: Providing general administrative support, such as organizing files, scheduling meetings, and managing documentation related to asset management activities.
  • Learning & Development: Participating in training sessions, seminars, and team meetings to enhance knowledge of asset management principles and practices.

Account Receivable Intern

Genesis Intex Technical Services L.L.C
02.2020 - 10.2020
  • Invoice Preparation & Distribution: Assisting in preparing and sending out invoices to customers or clients.
  • Payment Tracking: Monitoring and recording incoming payments from clients or customers in the system.
  • Account Reconciliation: Helping with the reconciliation of customer accounts to ensure all payments are accounted for and accurately posted.
  • Researching Discrepancies: Investigating and resolving payment discrepancies by coordinating with other departments or clients.
  • Reporting: Assisting in preparing accounts receivable reports, such as aging reports and other financial summaries.

Education

Master of Science - Finance

University of South Australia
Adelaide, SA
04.2024

CFA Exam, Level 1 Cleared - Finance

Chartered Financial Institute
Dubai, U.A.E.
02.2022

BBA - Business And Finance

Heriot-Watt University
Dubai, U.A.E.
10.2020

Skills

  • Fundamental Analysis
  • Financial statement analysis
  • Valuation Techniques
  • Market Research
  • Data Modelling
  • Power BI Visualisation
  • Excel Dashboards

Timeline

Investment Analyst

ONDA Group Pty Ltd
05.2023 - Current

Asset Management Intern

Foster Consultants
01.2021 - 03.2021

Account Receivable Intern

Genesis Intex Technical Services L.L.C
02.2020 - 10.2020

Master of Science - Finance

University of South Australia

CFA Exam, Level 1 Cleared - Finance

Chartered Financial Institute

BBA - Business And Finance

Heriot-Watt University

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AARON REGO