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Skills

  • Process improvement
  • Portfolio Management
  • Performance monitoring
  • Team management
  • Fundraising Strategy and Execution
  • Business operations
  • Financial statement review
  • High-net-worth client engagement
  • Client onboarding and retention
  • Relationship development

Work Experiences

  • Captured category growth trends.
  • Analyzed global macroeconomic trends to adjust asset allocation, securing capital protection during high market volatility in 2019.
  • Adopted AI-based financial tools.
  • Oversaw the delivery of program project by framework team, which resulted in method.
  • Authored detailed due diligence reports on potential fund acquisitions, leading to a 22% increase in informed investment decisions by senior leadership.
  • Analyzed global macroeconomic trends.
  • Collaborated with key stakeholders.
  • Answered 15 calls per one year to help customers with their questions and concerns.
  • Accomplished this over 7 years.
  • Solved standard issues, improved operations, and provided excellent customer service.

Summaries

  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Achieved 76% ROI uplift.
  • Clear understanding of vendor management and risk assessment as well as client relations training.
  • With a results-driven and dedicated mentality, adept at leading sales and marketing strategy development.
  • Adept at merging portfolios.
  • Achieved fund growth of $18 within one year.
  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Accomplished over 12 years.
  • Veteran Fund Manager with 8 years of industry experience and a stellar track record.
  • Client returns have increased, portfolios have been strengthened, and compliance issues have been addressed.

Accomplishments

  • Closed 8 high-profile acquisition deals that contributed $17 in additional AUM, surpassing the annual goal by 15%.
  • Created a customized investment strategy that resulted in 45% portfolio growth during market downturns.
  • Resolved product issue through consumer testing.
  • Mentored a team of 16 junior analysts, boosting fund evaluation productivity by 57% and reducing report turnaround times.
  • Fostered relationships with institutional clients, managing $6 in assets while consistently exceeding performance benchmarks.
  • Led the transition to automated reporting systems, increasing data accuracy, and reducing manual errors by 21%.
  • Advised 7 high-net-worth clients on asset allocation, contributing to a 64% increase in AUM across customized portfolios.
  • Collaborated with team of 7 in the development of metric.
  • Documented and resolved metric which led to initiative.
  • Reduced portfolio risk by designing and implementing a new risk assessment framework, cutting exposure by 57% year-on-year.

Affiliations

  • Portfolio Management Association of Canada (PMAC)
  • Emerging Markets Private Equity Association (EMPEA)
  • International Association of Administrative Professionals
  • Financial Risk Manager (FRM) Certification, GARP
  • American Marketing Association
  • Chartered Financial Analyst (CFA) Institute
  • Freemason
  • Alternative Investment Management Association (AIMA)
  • Association for Computing Machinery
  • Association for Corporate Growth (ACG)

Certifications

  • Valuation Certification (AVC) by Corporate Finance Institute
  • Certified Business Analysis Professional (CBAP)
  • Salesforce
  • Executive Program in Algorithmic Trading (Algo Trading) by Vantage
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • Certificate in Investment Performance Measurement (CIPM)
  • Master of Business Administration (MBA), workflow optimization
  • CompTIA Network+
  • Project Management Professional (PMP)

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