James Calisaan
Fresh Graduate
Talent
TaguigMember since September 17, 2026
Market Data AnalysisBloombergMicrosoft ExcelFinancial Reporting & AnalysisAccount ReconciliationTechnical AnalysisData Entry & Documentation ManagementCapital Markets
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Market Data AnalysisBloombergMicrosoft ExcelFinancial Reporting & AnalysisAccount Reconciliation
Experience
OJT Intern – Administrative & Financial Advisory Support at Allianz PNB Life Insurance (2025-09 – 2026-03)
- Assisted the administrative team in reviewing, formatting, and organizing client and company documents to ensure completeness, accuracy, and compliance with data privacy standards
- Collaborated with a team to design and revise a structured process flow for task management, reinforcing planning, accuracy, and workflow efficiency
- Completed training on financial regulations, ethical advising standards, and company policy in preparation for the insurance licensure exam
- Maintained confidentiality while handling sensitive financial and client information
- Completed a 600-hour internship in financial advising and insurance, gaining hands-on industry experience
Education
B.S in Management of Financial Institutions – De La Salle University (2026-08)
Accountancy, Business, and Management Strand — With Honors – Colegio de Santa Ana (2022-06)
Skills
Fresh Graduate
