Nov 2025 – Present · 6 mos · On-site

Oct 2020 – Oct 2025 · 5 yrs · On-site

• Since Feb 2025 | HC#147
• Process Ownership Timeline:
• Benchmarks: Oct 2020 – Oct 2022 (Hyd)
• Economics: Oct 2020 – Feb 2023 (Hyd)
• Financial Sponsors & Stakes: May 2022 – Present | Global Operations (HYD & MNL) since Feb 2025
• Holdings: Jul 2024 – Present | Global Operations (HYD & MNL) since Feb 2025
• Key Responsibilities
• Operations Management: Drive global operations ensuring quality, timeliness, and KPI compliance. Collaborate with Quality & Tech teams for process improvements.
• Capacity Planning: Allocate resources strategically, manage recruitment and training for new platforms.
• Performance & People Management: Monitor delivery, review team performance, and foster engagement through recognition programs.
• Stakeholder Collaboration: Build strong global partnerships and ensure smooth platform transitions.

Jan 2011 – Sep 2020 · 9 yrs 8 mos · On-site

• Process Ownership: Broker Research | News | Filings QA | Document Acquisition
• Core Responsibilities:
• Broker Research: Manage vendor/broker feeds and train teams to deliver accurate KPI estimates for global public companies.
• News: Ensure timely tagging of news stories to primary and secondary companies on FactSet’s platform.
• Filings QA: Organize EDGAR exhibits for simplified search and better business insights.
• Document Acquisition: Deliver critical financial documents to internal teams and strengthen FactSet News coverage.
• Key Achievements:
• Led a 72-member team sourcing filings across 58 markets (Americas, Asia, AsiaPac & Africa) and processing news from multiple regulatory feeds.
• Enabled document services for ER, KPI, SCAR, and DC teams, ensuring smooth cross-process collaboration.
• Successfully transitioned new processes (CRN, Single Entry, RFF Changes, ETF, Revere Coverage) with minimal disruption.
• Maintained SLA compliance for RPD responses to internal and external clients.
• Optimized resource allocation and OT planning during peak demand periods.
• Proactively resolved feed irregularities by coordinating with DAM and News engineering teams.
• Partnered with engineers to develop WFT for tracking manual task time and publishing production data in CMIS.
• Delivered periodic process updates to business leaders and content managers via presentations and reports.
• Managed BCP planning and resource alignment during Manila downtime.
• Oversaw capacity planning, goal setting, recruitment, training, MIS reporting, and performance evaluations.

Oct 2008 – Dec 2010 · 2 yrs 2 mos · On-site

• Process Ownership: Document Acquisition
• Core Responsibilities
• Identify sources, manage agreements, and ensure timely delivery of relevant financial documents to internal clients.
• Research stock exchanges, third-party sources, and regulatory bodies for coverage.
• Negotiate contracts with global sources (e.g., BSE, PSE, Colombo SE, HKEx) for document and news acquisition.
• Collaborate with engineers to design and implement collection and reporting tools.
• Manage resources and OT during peak periods to maintain SLA compliance.
• Coordinate with internal teams to set up coverage, draft process workflows, and deliver key projects (e.g., R-3000, Canadian VC coverage, English document mop-ups).
• Represent HYD team during Manila visit (2010) to share best practices and strengthen global collaboration.
• Led a team of 15 members ensuring operational efficiency and timely delivery.