JESSICA PELEW

Financial Data Operations & Training Leader

LinkedIn

About

Results-driven professional with extensive experience in financial data operations, investment document management, and team leadership, specializing in Limited Partnership (LP) Fund Agreements and Company Key Performance Indicators (KPIs). Proven ability to develop and implement efficient processes for data integrity, financial documentation, and reporting, driving operational excellence and supporting strategic financial decision-making. Passionate about fostering high-performing teams and delivering impactful learning solutions in dynamic environments.

Work Experience

Head of Training (Training Manager)

Aumni - A JPMorgan Company

May 2024 - Feb 2025

Cebu City, 6000, PH

Led the comprehensive design, implementation, and evaluation of training programs to enhance employee performance and ensure compliance with company goals and industry standards.

  • Designed and implemented comprehensive training programs, enhancing employee performance and aligning learning initiatives with strategic company goals.
  • Led training needs assessments, identifying critical skill gaps and developing tailored learning solutions to improve team capabilities and operational efficiency.
  • Oversaw the successful delivery of diverse training modalities, including sessions, workshops, and e-learning modules, for new and existing employees.
  • Evaluated program effectiveness through systematic feedback collection and performance analysis, driving continuous improvement in learning outcomes.
  • Managed and mentored a team of trainers, fostering high-quality learning experiences and promoting continuous professional development.

Data Operations Trainer

Aumni - A JPMorgan Company

Oct 2023 - Apr 2024

Cebu City, 6000, PH

Facilitated comprehensive onboarding and continuous learning programs, developing instructional materials and providing coaching to enhance team performance.

  • Facilitated onboarding and continuous learning programs for new hires and tenured employees, accelerating skill development and integration into team workflows.
  • Developed instructional materials and interactive training modules, enhancing learning engagement and comprehension for complex data operations.
  • Provided targeted coaching and mentoring to new hires, significantly contributing to improved team performance and faster ramp-up times.

Associate Data Operations Manager

Aumni - A JPMorgan Company

Jan 2023 - Sep 2023

Baguio City, 2600, PH

Supervised daily data operations within the Limited Partnership department, optimizing workflow efficiency and coordinating cross-functional teams to achieve critical operational objectives.

  • Supervised daily operations, ensuring high data accuracy in the Limited Partnership department for investment and fund agreement processing.
  • Developed and implemented strategies that optimized workflow efficiency and significantly reduced processing time for critical financial documents.
  • Coordinated effectively with cross-functional teams to achieve key operational objectives and enhance inter-departmental collaboration.

Data Operations Prefect

Aumni - A JPMorgan Company

Aug 2022 - Dec 2022

Baguio City, 2600, PH

Led a team of specialists in processing investment and fund agreements, maintaining data integrity and providing insights for process improvement.

  • Led a specialized team in processing complex investment and fund agreements, ensuring operational efficiency and accuracy.
  • Maintained stringent data integrity standards, safeguarding critical financial information and enhancing data reliability.
  • Provided actionable insights for process improvement, contributing to streamlined data operations and enhanced productivity.

Data Operations Specialist

Aumni - A JPMorgan Company

Sep 2021 - Jul 2022

Baguio City, 2600, PH

Handled data processing of investment and fund agreements in venture capital markets, ensuring accuracy and compliance in all documentation.

  • Handled the meticulous data processing of investment and fund agreements within dynamic venture capital markets.
  • Ensured high levels of accuracy and compliance in all investment-related documentation, mitigating risks and supporting regulatory adherence.

Education

Financial Management

Saint Louis University

Jan 2014 - Dec 2019

Baguio City, 2600, PH

Courses

  • Graduated as a working scholar, demonstrating strong academic performance while balancing office administrative responsibilities.

Certificates

Financial Literacy Modules

Unknown

Oct 2018

Career Development in Finance and Investments

Unknown

Oct 2018

Louisian Entrepinoy: Bidaka!

Unknown

Apr 2015

ABC's Stock Exchange

Unknown

Mar 2015

Awards

Force Multiplier Award

Aumni - A JPMorgan Company

Jul 2024

Recognized for significantly amplifying team productivity and impact.

Polaris Star Award

Aumni

Dec 2022

Awarded for exceptional leadership and guidance, acting as a force multiplier for team success.

Rookie of the Year

Aumni

Dec 2021

Acknowledged as the top-performing new employee within the first year of employment.

Languages

English

Skills

Training & Development

  • Training Program Design
  • Training Program Delivery
  • Learning Solutions Development
  • Needs Assessment
  • Instructional Material Development
  • E-learning Modules
  • Performance Analysis
  • Coaching & Mentoring

Leadership & Management

  • Team Leadership
  • Operations Management
  • Team Mentorship
  • Cross-functional Collaboration
  • Process Improvement
  • Strategic Planning

Analytical & Communication

  • Analytical Skills
  • Communication Skills
  • Problem-Solving
  • Reporting
  • Digital Communication
  • Remote Collaboration

Software & Tools

  • Microsoft Office Suite
  • Google Suite
  • Slack
  • CRMs (Zendesk)
  • ClickUp
  • Jira
  • Notion

Data Operations & Financial Management

  • Investment Data Management
  • Limited Partnership (LP) Fund Agreements
  • Company Key Performance Indicators (KPIs)
  • Company Capitalization Tables
  • Venture Capital Markets
  • Financial Documentation
  • Data Integrity
  • Compliance Management

References

Available upon request

References available upon request.