Ernest Ardina
About Ernest Ardina
Ernest Ardina is a Portfolio Operations Analyst at IG Wealth Management, where he has worked since 2019. He has a background in customer service and financial operations, having previously held positions at TD, Scotiabank, and East West Banking Corporation.
Current Role at IG Wealth Management
Ernest Ardina serves as a Portfolio Operations Analyst at IG Wealth Management, a position he has held since 2019. In this role, he supports the Fee Based Account program at Investors Group and collaborates with other departments within Brokerage Operations. His responsibilities include handling the reconciliation of monthly performance returns and managing trade orders, including rebalancing and bulk trades, for Portfolio Manager approval. Additionally, he is responsible for the weekly rebalancing of client accounts and the investment of new accounts.
Previous Experience in Financial Services
Before joining IG Wealth Management, Ernest Ardina accumulated experience in various roles within the financial services sector. He worked at Scotiabank as a Processing and Inquiries Officer from 2016 to 2017 and served as a Customer Service Representative at TD from 2015 to 2016. His earlier experience includes a position as an Account Specialist at Bank of the Philippine Islands from 2013 to 2014 and as a Card Sales Associate at East West Banking Corporation in 2012.
Educational Background in Broadcast Journalism
Ernest Ardina earned a Bachelor of Arts (BA) degree in Broadcast Journalism from the University of the East, where he studied from 2007 to 2011. This educational background provided him with foundational skills in communication and media, which may complement his analytical and operational roles in the financial industry.
Portfolio Operations Responsibilities
In his current role, Ernest Ardina is involved in various portfolio operations tasks. He specializes in preparing trade orders and assists in tax harvesting as part of portfolio administration duties. Additionally, he provides management reporting, both ad-hoc and customized, which supports the operational needs of the portfolio management team.