Dynamic finance professional with a proven track record at Antam Pension Fund, excelling in portfolio management and risk management. Adept at developing investment strategies that significantly enhance portfolio growth while fostering strong team collaboration. Recognized for exceptional communication skills and a commitment to achieving client objectives through innovative financial solutions.
Hi, I’m
Imam Tri Saputra
Finance & Portfolio Management
Kab. Bogor
Summary
Overview
18
years of professional experience
3
Languages
Work History
Antam Pension Fund
Senior Portfolio Accountant
01.2024 - Current
Job overview
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
- Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Identified and capitalized on emerging market opportunities, leading to substantial portfolio growth over time.
- Developed comprehensive risk management strategies to minimize losses during market downturns, ensuring client investments were protected.
- Collaborated with cross-functional teams to develop integrated wealth management solutions for high-net-worth clients.
- Analyzed and rebalanced client portfolios to align with changing risk tolerances and investment objectives.
- Led team of analysts in monitoring global economic trends, directly impacting investment strategy adjustments.
- Implemented cutting-edge financial analysis tools for deeper insights, enabling more informed investment decisions.
- Coordinated with legal and compliance teams to ensure all investments adhered to regulatory standards, mitigating risk.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Supported financial director with special projects and additional job duties.
- Implemented and regulary reviewed financial controls to generate accurate and reliable financial data.
- Conducted financial due diligence on potential investments and acquisitions.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Established and checked coding procedures, monitored reports and updated internal files.
- Complied with established internal controls and policies.
Antam Pension Fund
Finance Assistant
08.2017 - 12.2023
Job overview
- Supported the finance team by processing invoices and expense claims promptly and accurately.
- Entered financial data into company accounting system with stringent adherence to data security protocols
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Supported year-end closing activities, ensuring all transactions were properly recorded before the start of the new fiscal year.
- Assisted with preparation of monthly financial statements and reports to inform management.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
- Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
- Generated reports for budgeting, forecasting and financial analysis to track results against target profit margins.
- Proactively identified potential risks within the organization''s finances, alerting management to concerns as needed.
- Improved stakeholder confidence by maintaining up-to-date and accurate financial records.
- Improved financial forecasting by contributing to development of more accurate budget models.
- Contributed to cost reduction initiatives by analyzing expense reports and identifying areas for savings.
- Contributed to successful audit completion, preparing necessary documentation and answering auditor queries.
- Optimized cash flow management by closely monitoring incoming and outgoing funds.
- Assisted in preparation of monthly financial reports, ensuring accuracy and timeliness for management review.
Public Accounting Firm Hertanto, Grace & Karunawan
Junior Audit Associate
11.2016 - 07.2017
Job overview
- Communicated audit findings effectively with clients, fostering positive relationships and enabling timely resolution of issues.
- Performed walkthroughs of clients'' processes and gained practical understanding about their operations.
- Performed detailed testing of account balances, transactions, and disclosures for accurate financial reporting.
- Collaborated with senior auditors on complex audit engagements to gain valuable insights and experience.
- Enhanced audit efficiency by streamlining processes and implementing automated tools.
- Maintained up-to-date knowledge of accounting standards, industry trends, and regulatory changes impacting the audit profession.
- Evaluated internal controls, identifying weaknesses and recommending improvements for better operational effectiveness.
- Utilized data analytics tools during audits to streamline procedures and provide deeper insights into client financials.
- Passionately committed to continuing professional development through attending workshops on internal auditing techniques.
- Conducted thorough financial statement audits to ensure accuracy and compliance with relevant regulations.
- Maintained strict adherence to deadlines by efficiently managing assigned tasks and prioritizing workload.
- Promoted a culture of continuous improvement by sharing best practices and lessons learned from each audit engagement.
- Assisted in risk assessment activities for improved audit planning and resource allocation.
- Executed substantive testing procedures that helped verify the correctness of financial statements.
- Participated in team discussions to share knowledge, brainstorm solutions, and enhance overall performance as a Junior Audit Associate.
Kompas Gramedia
Research Interviewer
10.2014 - 09.2016
Job overview
- Conducted interviews with participants to assess eligibility.
- Coded data from participant interviews.
- Made limited number of deviations from interview script to address unique customer dialogue during interview.
- Performed quality control procedures to verify accuracy of spelling and grammar.
- Supported study objectives by tailoring interview questions according to specific research goals and requirements.
- Followed established guidelines and recommendations from supervisors to complete quality interviews.
- Contributed to the successful completion of studies by consistently meeting or exceeding assigned interviewing quotas.
- Developed comprehensive knowledge of various research topics, enabling insightful discussions with participants during interviews.
- Enhanced overall understanding of complex subject matter by asking probing follow-up questions during interviews.
- Effectively managed time, balancing multiple projects simultaneously while maintaining strict deadlines and quality standards.
- Recorded customer survey answers verbatim to achieve 100% accurate reporting.
- Promoted a positive atmosphere among fellow researchers through professional collaboration and constructive feedback.
- Streamlined the interview process for increased efficiency and improved participant experience.
- Maintained confidentiality of customer information and company procedures.
- Exceeded expectations as a reliable team player, often taking on additional responsibilities or shifts when needed to ensure project success.
- Maintained customer engagement by completing short surveys with minimal complexity.
- Provided feedback and assistance to colleagues on interview techniques and customer service questions.
- Established rapport with diverse populations, facilitating open communication and yielding valuable insights for research purposes.
- Enhanced data accuracy by meticulously conducting in-depth interviews with research participants.
- Maintained detailed records of all conducted interviews, ensuring timely and accurate reporting to project leads.
- Played a crucial role in the completion of high-quality research projects, contributing to advancements within various fields of study.
- Collaborated with team members to identify areas for improvement in research methodologies and processes.
- Assisted in the refinement of interview scripts based on feedback from project leads, maximizing effectiveness of questioning strategies.
- Maintained patience and professionalism despite negative customer interactions.
- Ensured high-quality data collection by closely adhering to established protocols and guidelines.
Universitas Pamulang
Assistant Professor
10.2014 - 09.2015
Job overview
- Created materials and exercises to illustrate application of course concepts.
- Inspired critical thinking skills among students by fostering a learning environment that encouraged open-mindedness, curiosity, and intellectual exploration.
- Mentored students and communicated internship and employment opportunities.
- Contributed to departmental goals by serving on various committees focused on curriculum development, assessment strategies, and accreditation requirements.
- Maintained an up-to-date knowledge of subject matter by attending conferences, workshops, and webinars relevant to the field of study.
- Evaluated and supervised student activities and performance levels to provide reports on academic progress.
Personal Project
Math Tutor
08.2007 - 05.2009
Job overview
- Explained math concepts in caring and encouraging environment to help kids thrive and learn.
- Created and shared math resources and materials to boost student comprehension.
- Inspired a love for mathematics by sharing personal passion and enthusiasm, fostering a positive attitude towards learning in students.
- Improved students'' understanding of mathematical concepts by utilizing visual aids, hands-on activities, and real-life applications.
- Assisted struggling students in building a strong foundation in basic math skills to improve overall performance in advanced courses.
- Tutored math students of all ages and abilities, from elementary school to college level.
- Empowered students to take ownership of their learning by setting achievable goals and tracking progress over time.
- Provided constructive feedback on homework assignments, helping students identify areas for improvement and develop stronger study habits.
- Used positive reinforcement, repetition, and review to help students master challenging material.
- Developed positive relationships with students and parents, fostering open communication about progress and areas for growth.
- Developed and implemented individualized lesson plans for each student, tailored to their individual needs.
- Utilized online resources and tools to supplement traditional teaching methods, enhancing the breadth of available materials for instruction.
- Adapted instructional methods to address unique learning needs, ensuring each student''s success in mastering mathematical concepts.
Education
Pamulang UniversityTangerang Selatan
MBA from Master of Financial Management
04.2001
University Overview
- 3.60 GPA
- Received a Scholarship for Outstanding Students
Pamulang UniversityTangerang Selatan
BBA from Accounting Major (Audit Concentration)
04.2001
University Overview
- 3.47 GPA
- Received a Scholarship for Outstanding Students
- Professional Development Studies: State Accountancy College, 2015
- Becoming the General Chair of the Accounting Students Association 2015/2016
- Futsal Player for Pamulang University
Skills
Portfolio management
Languages
English
Upper intermediate (B2)
Indonesian
Bilingual or Proficient (C2)
Arabic
Intermediate (B1)
Timeline
Senior Portfolio Accountant
Antam Pension Fund
01.2024 - Current
Finance Assistant
Antam Pension Fund
08.2017 - 12.2023
Junior Audit Associate
Public Accounting Firm Hertanto, Grace & Karunawan
11.2016 - 07.2017
Research Interviewer
Kompas Gramedia
10.2014 - 09.2016
Assistant Professor
Universitas Pamulang
10.2014 - 09.2015
Math Tutor
Personal Project
08.2007 - 05.2009
Pamulang University
MBA from Master of Financial Management
04.2001
Pamulang University
BBA from Accounting Major (Audit Concentration)
04.2001
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