Hello, I'm Juliana Igreja.
I’m someone who notices what’s missing, organizes what’s scattered and supports what needs to move forward.
Details
- Professional CategoryOperations, Logistics, Customer Support
- Location
- Years of Relevant Experience6-10 years
- Seniority LevelMid-Senior level
- Consulting Rate (Hourly)25
Headline
Operations & Documentation Specialist
Experience
Team Lead - Investor Disclosure
ConcentrixSeptember 2024 - July 2025Led daily operations for 23 agents, tracked KPIs, and supported onboarding and documentation. Coordinated training sessions, created SOPs, and maintained headcount trackers in Excel.
Subject Matter Expert - Investor Disclosure
ConcentrixApril 2023 - August 2024Created and maintained SOPs and training materials to support onboarding and daily operations for 24 agents. Participated in system migration projects, testing new features and reporting issues to internal teams.
Fund Data Publication Agent
ConcentrixApril 2022 - April 2023Managed fund data publication tasks, including vendor coordination, spreadsheet tracking, and verification of publication accuracy. Ensured timely execution of fund events and updates.
Publishing Associate
Concentrix May 2021 - April 2022Supported publication processes by verifying vendor information and maintaining data integrity across platforms.
Financial Reports Agent
Concentrix February 2020 - April 2021Produced and reviewed financial reports, coordinated translation workflows, and tracked deliverables using Microsoft CRM. Liaised with external partners to meet regulatory deadlines.
Support Specialist
SitelJuly 2018 - August 2019Delivered customer support for accounting software users, resolving technical issues and guiding users through system features via email.
Industry
- Administrative and Support Services
- Financial Services
- Professional Services
Specific Jurisdictions That I'm Qualified In or Can Cover
Portugal: Porto
Language(s)
- English
- Portuguese
Education
Faculdade de Economia do Porto
DegreeManagementAugust 2016 - August 2018
PUC-Rio
DegreeAdministrationJanuary 2014 - January 2016
I am interested in
- Career Opportunities
- Providing Services based on my Expertise