Financial Services
Professional Services
Administrative and Support Services
Active

Juliana Igreja

Operations & Documentation Specialist

About Me

I’m someone who notices what’s missing, organizes what’s scattered and supports what needs to move forward.

Jurisdiction

Portugal

Experience

Seniority LevelMid-Senior level
Years of Experience6-10 years
Current StatusActive
Team Lead - Investor Disclosure
2024 - 2025

Led 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
2023 - 2024

Created 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
2022 - 2023

Managed fund data publication tasks, including vendor coordination, spreadsheet tracking, and verification of publication accuracy. Ensured timely execution of fund events and updates.

Publishing Associate
2021 - 2022

Supported publication processes by verifying vendor information and maintaining data integrity across platforms.

Financial Reports Agent
2020 - 2021

Produced and reviewed financial reports, coordinated translation workflows, and tracked deliverables using Microsoft CRM. Liaised with external partners to meet regulatory deadlines.

Support Specialist
2018 - 2019

Delivered customer support for accounting software users, resolving technical issues and guiding users through system features via email.

Education

Degree of ManagementFaculdade de Economia do Porto
2016 - 2018
Degree of AdministrationPUC-Rio
2014 - 2016

Skills

Core skills0
Languages2

Languages

English
Portuguese