Summary
Overview
Work History
Education
Skills
Timeline
Generic

Albert Bueno

Toronto

Summary

Skilled professional ready to excel in leadership role with focus on results-driven performance. Proven ability to streamline operations and foster team collaboration to achieve organizational goals. Known for reliability and adaptability in meeting changing demands while maintaining high standards.

Overview

11
11
years of professional experience

Work History

Supervisor – Investor Relations Private Equity

Citco (Canada) Inc
03.2022 - Current
  • Process capital calls, distributions and statements for private equity accounts.
  • Led team initiatives to optimize workflow efficiency and enhance service delivery processes.
  • Supervised daily operations to ensure compliance with regulatory standards and company policies.
  • Developed training programs for new staff, promoting best practices and operational excellence.
  • Implemented process improvements that reduced turnaround times and increased client satisfaction.
  • Support monthly or quarterly net asset value preparation, which includes: Cash and Portfolio Reconciliations, Income and Expense Accruals, Partner/Shareholder Allocation calculations and Financial Statement preparation
  • Maintain the general ledger and various sub-ledgers
  • Prepare and review trial balances and work paper product
  • Manage and monitor the timing and quality of client deliverables
  • Interact with senior management and clients
  • Have overall responsibility for client relationships and meetings
  • Establish plan for new client setup and transitions
  • Coordinate, manage and monitor external audit process
  • Place outbound phone calls to clients in response to written inquiries or to obtain clarification on transaction processing requests
  • Provide technical accounting/industry knowledge to clients
  • Coordinate with Operations group, Tax group, Investor Relations group, Financial Statement group, and other groups at Citco
  • Review private equity fund clients partnership agreements, PPMs and other materials
  • Implement fund structures on accounting system
  • Complete ad hoc reports as needed

Assistant Vice President – Private Equity

Citco International Support Services Limited – Philippine ROHQ
07.2020 - 03.2022
  • Oversee the daily operations of the teams and provide support and guidance in accomplishing department goals.
  • Monitoring queues and daily productivity of the team
  • Completing administrative tasks
  • Responding to escalations from internal and external clients
  • Contribute to the roll out and success of the Global processing initiative, working closely with colleagues in multiple locations globally.
  • Perform overall leadership and coaching of Supervisors and their direct reports.
  • Develop and monitor internal controls
  • Assisted in developing our Pune team through training and regular feedback.
  • Led cross-functional teams to streamline operational processes and improve service delivery efficiency.
  • Developed and implemented strategic initiatives to enhance client satisfaction and retention rates.

Supervisor – Private Equity

Citco International Support Services Limited – Philippine ROHQ
01.2019 - 07.2020
  • Supervise and coordinate daily activities and operations.
  • Monitoring queues and daily productivity of the team.
  • Coordinated cross-departmental collaboration to streamline communication and project execution.
  • Responding to escalations from internal and external clients.
  • Assist internal clients in completing special projects.
  • Develop and monitor internal controls regularly.
  • Evaluated team performance, providing constructive feedback to foster professional growth and accountability.

Senior Data Processor - Global Data Management

Citco International Support Services Limited – Philippine ROHQ
01.2018 - 12.2018
  • Lead migration and develop process guide for new hires guidance.
  • Train and develop new hires to become processors and approvers.
  • Work closely with our migration team and attend calls to update our progress.
  • Lead special projects requested by our migration team.

Data Processor - Global Data Management

Citco International Support Services Limited – Philippine ROHQ
09.2015 - 12.2017
  • Monitor and answers client and investors inquiries/escalation.
  • SME of multiple process and develop process guide for CitcoOne IM set up.
  • Lead critical adhocs for our sensitive clients.
  • Plans operation model of our nightshift team in the absence of management team.

Data Analyst

Deutsche Bank
03.2015 - 08.2015
  • Produce and report daily P&L and Risk.
  • Review daily exceptions within the P&L.
  • Provide analysis, explanation and commentary on the P&L.
  • Report and analyze risk and exposure.

Education

Bachelor of Science in Business Administration - Accountancy

Lyceum of The Philippines University

Skills

  • Thrives in high-pressure environments
  • Analytical problem-solving skills
  • Diverse leadership experience
  • Building and sustaining client connections
  • Operational efficiency through routine innovation

Timeline

Supervisor – Investor Relations Private Equity

Citco (Canada) Inc
03.2022 - Current

Assistant Vice President – Private Equity

Citco International Support Services Limited – Philippine ROHQ
07.2020 - 03.2022

Supervisor – Private Equity

Citco International Support Services Limited – Philippine ROHQ
01.2019 - 07.2020

Senior Data Processor - Global Data Management

Citco International Support Services Limited – Philippine ROHQ
01.2018 - 12.2018

Data Processor - Global Data Management

Citco International Support Services Limited – Philippine ROHQ
09.2015 - 12.2017

Data Analyst

Deutsche Bank
03.2015 - 08.2015

Bachelor of Science in Business Administration - Accountancy

Lyceum of The Philippines University

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