Lalane Ricafort
Avondale,Auckland
Summary
Dynamic Assistant Vice President at JPMorgan Chase Bank, N.A., with a strong track record in investment analytics, performance measurement, and risk analysis. Proven ability to translate complex data into actionable insights, support investment decision-making, and drive process and technology enhancements. Known for leading high-impact projects that improved operational efficiency and client outcomes. Highly effective communicator and collaborator, with a talent for engaging cross-functional stakeholders to deliver strategic results.
Overview
14
14
years of professional experience
Work History
Assistant Vice President, Fund Servicing Manager II
JPMorgan Chase Bank, N.A
02.2024 - 03.2025
- Managed and developed the Investment Analytics Team, leading hiring, onboarding, coaching, and performance evaluations to build a collaborative, high-performing culture.
- Oversaw performance and risk analytics delivery, acting as the senior escalation point for UK client relationships, and resolving offshore operations issues in partnership with onshore teams.
- Directed client reporting and performance attribution, ensuring accuracy, timeliness, and data integrity, while responding to inquiries from portfolio managers and relationship teams.
- Led system migration and process automation initiatives, including testing and validation phases, to drive scalability and enhance operational efficiency.
- Collaborated cross-functionally with Product, Technology, and Operations teams to define business requirements, streamline workflows, and implement tech-enabled solutions that improved the client experience.
- Communicated investment performance insights and attribution results to internal and external stakeholders, supporting informed decision-making, and strengthening client relationships.
Process Manager, Fund Servicing Associate I
Performance & Risk Analytics
02.2020 - 01.2024
Team Lead, Fund Servicing Specialist
Performance Risk & Analytics
02.2018 - 01.2020
Team Lead, Fund Accounting Specialist
Accounting Super Center
07.2017 - 02.2018
Senior Team Member, Fund Accounting Specialist
Accounting Super Center
07.2015 - 06.2017
- Maintained accurate accounting and securities records for administered funds, ensuring compliance with all control procedures across processes such as reconciliation, pricing, and transaction processing.
- Investigated and resolved exceptions flagged by JPMorgan’s Exception Management System (EMS), addressing accounting and transaction breaches.
- Ensured timely production of Net Asset Value (NAV), validating accounting outputs, and escalating issues to management as needed.
- Adhered to and enforced operational procedures to maintain accuracy and efficiency in daily fund accounting tasks.
- Supported management objectives by contributing to high-quality operations within a global business framework.
- Documented procedures, recommended additional controls, and provided training for new hires to strengthen team capabilities, and consistency.
Credit Underwriting Officer
Equicom Savings Bank, Inc.
10.2012 - 07.2015
- Conducted comprehensive credit analysis for consumer loan products, providing well-informed recommendations based on established credit policies and parameters prior to approving loan accommodations, particularly for corporate salary loans with an authorized lending limit of up to Php 30,000.
- Enhanced process flows for loan applications, both within and outside the system, collaborating with the Unit Head on various Consumer Loan Products, including Personal Loans and Credit Cards.
- Oversaw administrative requirements for the Underwriting Unit, ensuring timely compliance with all regulatory and internal standards.
Underwriting Specialist
Security Bank Corporation
06.2011 - 10.2012
- Conducted thorough credit analyses prior to the approval of personal loans, utilizing applicant information such as employment details, credit history, and the lender’s assessment of the borrower’s credit needs, and repayment capacity.
- Evaluated the eligibility and financial capacity of applicants based on credit checks and scoring outcomes.
- Made credit decisions for unsecured loan applications and related requests in alignment with established guidelines and authority levels.
- Rigorously examined and analyzed submitted documentation to detect and prevent fraud, while minimizing credit risk.
Education
Bachelor of Science - Business Administration Major in Banking & Finance
University of Nueva Caceres
03.2011
Skills
- Investment Risk and Performance Analysis
- Data Strategy and Governance
- Quantitative and Analytical Skills
- Process Improvement and Policy Design
- Stakeholder Engagement and Collaboration
- Digital Transformation and Innovation
- Credit Risk Assessment and Decision-Making
- Fraud Detection and Documentation Analysis
Accomplishments
- 2024, JPMorgan Chase Bank, N.A. (JPMC) Partner's Champion
- 2022, JPMC Performance Risk & Analytics (PRA) Idea Tank Award
- 2021, JPMC Innovation Award for Indices Migration
- 2020, JPMC Peer-to-Peer (P2P) Global Winner and one of the P2P Top-Notchers within the cluster
- 2019, JPMC Risk Champion and Best Subject Matter Expert (SME) for PRA; Mayoral Leadership Award
- 2018, Part of core group who was trained in JPMorgan Mumbai, India office for process migration
- 2017, JPMC Fund Accounting A- Class Award and Best SME
- 2013, Equicom Savings Bank Officership Training Program Graduate
Projects
2025, PRISM Legacy to FactSet Platform Transformation
2024, Working File Consolidation & Fund Manager Load File Automation via UiPath
2022, Pricing Validation via Alteryx Project
2020, Manual Daily Indices Clean-up; Arcesium Accounting Platform Migration
2019, Fund Manager Platform Migration; Daily Indices Alliance Automation
2017 to 2018, Custody and Fund Accounting system upgrade testing
Timeline
Assistant Vice President, Fund Servicing Manager II
JPMorgan Chase Bank, N.A
02.2024 - 03.2025
Process Manager, Fund Servicing Associate I
Performance & Risk Analytics
02.2020 - 01.2024
Team Lead, Fund Servicing Specialist
Performance Risk & Analytics
02.2018 - 01.2020
Team Lead, Fund Accounting Specialist
Accounting Super Center
07.2017 - 02.2018
Senior Team Member, Fund Accounting Specialist
Accounting Super Center
07.2015 - 06.2017
Credit Underwriting Officer
Equicom Savings Bank, Inc.
10.2012 - 07.2015
Underwriting Specialist
Security Bank Corporation
06.2011 - 10.2012
Bachelor of Science - Business Administration Major in Banking & Finance
University of Nueva Caceres
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