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Anggario Winarta
With Marketing, Client Consultant & Advisor, Financial Management, and Financial Modelling Experience
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Anggario Winarta

With Marketing, Client Consultant & Advisor, Financial Management, and Financial Modelling Experience
A highly ambitious and results-driven Finance Management graduate (GPA 3.98/4.00, Full Scholarship Awardee) with a strong foundation in financial modeling, valuation, and investment research. I am actively pursuing advanced credentials, currently a CFA Level I 2026 Exam Candidate (Scholarship Awardee), and hold multiple certifications including RSA®, CRA®, WMI, and WPPE-P. My professional experience spans: 1. Client Relationship Management: Gained through my internship as a Business and Personal Relationship Officer at Bank Central Asia, including client profiling and providing financial updates to customers. 2. Financial Administration: Expertise in cashflow management, inventory control for high-value assets (gold and diamond merchandise), and meticulous reporting, honed through freelance finance work. 3. Financial Education: Experience as a Financial Investment Educator, leading programs on equity, bonds, and mutual funds for internal and external participants. I am eager to leverage my advanced skills in Microsoft Excel and Power BI to overcome challenges and drive growth in dynamic investment and finance management roles.
Toko Mas Pada Maju
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Trisakti School of Management (STIE Trisakti)
Daerah Khusus Ibukota Jakarta, Indonesia
インドネシア

注目履歴書

アップロード日:11月 21日 2025

職歴・バックグラウンド

  • 現在の状況
    在学中
  • 専門分野
    Corporate Finance
    Analyst
    Faculty & Staff
  • 業界分野
    銀行業
    教育
    職業訓練
  • 職務年数
    2〜4年 (1〜2年 関連経験)
  • 管理経験
    私は1~5人人の管理経験があります
  • スキル
    Word
    Canva
    Excel
    Microsoft Office
    Google Drive
    Communication
    Financial Analysis
    Client Relationship Management
    Investment Management
    Valuation Modeling
    Equity Research
    Finance Management
    Management Team
    Analysis & Research
    Customer Relationship Management (CRM)
    Financial Modeling
    Investment Advisory
    Investment Analysis
    Investment Research
    Financial Management Experience
    Data Administration
    Sales and Marketing
    Client Relations
  • 言語スキル
    English
    プロフェッショナル
    Malay
    プロフェッショナル
    Chinese
    初級
  • 最終学歴
    大学

求職希望

  • 現在の状況
  • 希望の雇用形態
    フルタイム
    リモートワークに興味あり
  • 希望職種
    Banking and Finance, Investment Advisory & Analysis, Client Investment Portfolio, Client Finance Consultant and equity / Investment resear
  • 希望勤務地
    Republic of Indonesia
    Malaysia
    Republic of Singapore
  • フリーランス
    フリーランスではない

職務経験

Finance and Administration (Remote)

Toko Mas Pada Maju
フリーランス
1月 2024 - 現在
Tangerang Regency, Banten, Republic of Indonesia
• Controlled and audited inventory records for gold and diamond merchandise through Excel. • Executed administrative task such invoice, managing vendor billing, and handling petty cash (remote). • Managed cashflow disbursement and income recapitulation. • Report the total sales and income to the head branch every months.

Leader and Supervisor

12月 2022 - 4月 2025
2 年 5 ヶ月
Kota Administrasi Jakarta Barat, Jakarta Special Capital Region, Republic of Indonesia
• Managed and maintain long-term relationships with companies, partners, and alumni. • Providing and managing job vacancy from companies to TSM students. • Arranged and organize campus recruitments and seminars with 100+ participants. • Managed and prepared students in the Kampus Merdeka Internship Program Batch 5, 6, & 7 and Magang Mandiri Program Batch 2,3, 4, & 5. • Coordinated and collaborated with colleagues in the division and accross division regarding routine task and team project.

Financial Educator Staff

3月 2024 - 3月 2025
1 年 1 ヶ月
Kota Administrasi Jakarta Barat, Jakarta Special Capital Region, Republic of Indonesia
• Teaching equity, bonds, mutual fund market for internal and external participants. • Lead investment literacy programs and courses. • Mentor participants in basic investment decision-making. • Conduct community outreach education programs.
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Asisten Dosen

8月 2023 - 3月 2025
1 年 8 ヶ月
Kota Administrasi Jakarta Barat, Jakarta Special Capital Region, Republic of Indonesia
• Teach and give some materials about Advanced Financial Management lessons for college students. • Help students understand the materials given and provide explanation regarding the study materials. • Evaluated 200+ students’ progress and help students achieve study objectives. • Prepared appropriate documentation and report the results by SIMATRIS (University’s Integrated Website). • Assisting in teaching materials on statistical software (Eviews, SPSS, and Warp-PLS) and Microsoft Offices (Excel, Word, and Power BI). • Creating educational statistics and information systems videos for students. • Evaluating and creating exam questions to assess students' abilities.
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Internship - Business and Personal Relationship Officer

PT Bank Central Asia Tbk (BCA)
インターンシップ
9月 2024 - 2月 2025
6 ヶ月
Kota Administrasi Jakarta Barat, Jakarta Special Capital Region, Republic of Indonesia
• Managed customer and provide them some service or product from database BCA. • Assisted colleagues in closing products according to client needs such mutual fund and bonds. • Customizing banking and investment products (Mutual Fund, Bonds, and Stock) according to client needs from database BCA. • Conducting client profiling, maintaining financial portfolios, and providing financial updates that reflect current market conditions. (20+ client visit)

学歴

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学士号
Manajemen Keuangan
2021 - 2025
3.98/4 GPA
課外活動・サークル
Penerima beasiswa full hingga lulus dengan IPK kelulusan berhasil mencapai 3.98/4.00. Aktif di organisasi UKM di lingkup pengembangan bahasa inggris, kerohanian, dan olahraga. Menjadi bagian dari tim lomba pasar modal dengan mengikuti dan memenangkan perlombaan investasi di pasar modal seperti Equity Research dan Olimpiade Pasar Modal.
説明
Saya adalah seorang yang ambisisus dalam akademik dibuktikan dengan pencapaian IPK yang bagus. Tidak hanya berfokus pada akademik, saya turut mengembangkan soft skill dan hard skill saya melalui organisasi dan bekerja sebagai asisten dosen, asisten staff di divisi pengembangan karir kampus dan menjadi pengajar di komunitas investasi pasar modal. Untuk mencapai relasi eksternal dan pengalaman yang luar biasa, saya juga aktif mengikuti lomba di pasar modal

資格・認定

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Lembaga Sertifikasi Profesi Pasar Modal (LSP-PM), Badan Nasional Sertifikasi Profesi (BNSP)
認証ID: 66123241300160462025
有効期限: 3月 2028

Financial Analyst Course

365 Financial Analyst
11月 2024発行
有効期限なし
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TOEFL ITP

ETS
11月 2024発行
有効期限なし
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Lembaga Sertifikasi Profesi Pasar Modal (LSP-PM), Badan Nasional Sertifikasi Profesi (BNSP)
認証ID: 66123242100160462024
有効期限: 9月 2027
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PT. Tuv Rheinland Indonesia
認証ID: No.ZID1/246130108/09
1月 2024発行
有効期限なし