
Philip Cleres
Accounting / Finance
About Philip Cleres:
My international background and experiences as a young professional gave me the opportunity to discover many different study and work environments. This broadened my perspectives and fed my appetite to always learn more and adapt to new situations. Curiosity and understanding the world a bit better each day are the main drivers of my life and this translates into all activities I pursue.
Experience
- Capital Group - Solution Engineer - London, UK - Part of the Europe and Asia Client Group Client Data Delivery Project: Strengthen Capital Group’s ability to accurately, efficiently, and reliably deliver critical client-facing investment data elements to our clients across all reports and channels • Main mission: Automation of published material, end-to-end automation from sourcing the data to page generation. In 2022, my contributions to the initiative saved +2300 hours of manual quarterly effort, covering 15% of all published material and improving accuracy by removing manual errors. Main tools in use: Oracle, SQL Server, Azure Data Lake, AWS, Mulesoft, Seismic, Salesforce • Work in Agile methodology (JIRA, sprints, daily scrum meetings)
- Capital Group - IT Internship - Geneva, Switzerland - Work in the IT Application Services department. Initiation to many sales enablement platforms: Salesforce, Seismic, Tableau, Qualtrics XM
Education
- M.Sc. in Finance - Université de Lausanne, Switzerland • Specialization in Financial Entrepreneurship and Data Science • A program combining financial knowledge with programming and advanced data analysis • Master’s thesis: Improvement of financial information publishing using dynamic reporting • Diploma obtained with 5.27/6 average (Swiss academic grading system)
- B.Sc. in Management - Université de Lausanne, Switzerland • Strong focus on quantitative classes, micro/macro-economic and financial modeling • Introduction to marketing, Swiss law, and accounting principles • Diploma obtained with 5.11/6 average (Swiss academic grading system)
- Visiting student - Frankfurt School of Finance, Germany • One semester academic exchange from September 2020 to February 2021 • A mix of classes from the Master in Finance, Applied Data Science, and Management
- Visiting student - Shanghai University of Finance and Economics (SUFE), China • Two semester academic exchange from September 2018 to June 2019 • A mix of classes from the Bachelor in Management, Finance, and Accounting.
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