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Skills

  • Attention to detail in high-volume tasks
  • Insurance billing
  • Supervision
  • Asset valuation accuracy
  • Cash and position reconciliation
  • Team building
  • Bloomberg Terminal expertise
  • Comparative analysis
  • Custodian and prime broker relationships
  • Compliance reporting

Work Experiences

  • Finished method of project, which resulted in system.
  • Achieved results within the past year.
  • Accurately and transparently calculated and tracked budget expenses.
  • Was in charge of all tasks delegated to me, including budget management and strategic planning.
  • Was in charge of planning, coordinating, and managing category projects.
  • Working with team members and customers to find workable solutions improved operations.
  • Achieved zero audit findings for the 2015 fiscal year.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Achieved a 84% accuracy improvement in reporting.
  • Examined budgets and devised action plans to address problems.

Summaries

  • Proven track record of motivating spearheaded to achieve team, individual, and management goals.
  • Influential Financial Analyst who is dedicated to developing and implementing strong policies, procedures, and processes that support strategic initiatives and align with business objectives.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Investment Operations Analyst with team leadership and stakeholder engagement abilities.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Modeling, forecasting trends, and giving presentations to stakeholders and business leaders are all skills she possesses.
  • Results-oriented Accounting and Finance professional with team leadership, process improvement, and team leadership strengths.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Achieved framework audit findings.
  • Knowledge of Salesforce in depth, as well as stakeholder engagement and team leadership abilities.

Accomplishments

  • Managed daily reconciliation of derivatives margin accounts worth $8, ensuring precise margining and reducing financial exposure.
  • Optimized international tax reclaim procedures, reducing the time to process reclaims by 47%, improving fund profitability.
  • Led upgrades to asset valuation systems that improved the accuracy of pricing alternative assets, leading to faster financial reporting for management.
  • Developed reconciliation processes that enhanced accuracy of asset position records and eliminated a backlog of 9 outstanding trades.
  • Identified discrepancies in derivatives contracts, leading to renegotiations and savings of $5 in counterparty exposures over 6 months.
  • Revised key pricing models for 8 investment funds, identifying discrepancies and preventing valuation errors amounting to $4, improving fund transparency.
  • Developed an Excel-based model to enhance cash flow forecasting accuracy, leading to 71% better liquidity management for operations.
  • Standardized end-of-day price verification for a $3 portfolio of securities, ensuring compliance and operational efficiency across fund strategies.
  • Designed a real-time operational dashboard using ServiceNow, providing senior management with instant insights into 20% key performance indicators.
  • Implemented a failure analytics tool that reduced exception processing by 20% and improved reporting accuracy for the investment team.

Affiliations

  • Member, Association for Financial Markets in Europe (AFME)
  • Participant, Global Custodian Operations Training Forum
  • Participant, ISO Investment Transaction Processing Certification program
  • Former participant, Financial Education Program by Harbor & Co.
  • Member, Institute of Operational Risk Professionals (IORP)
  • Alumni, framework Finance and Investment Society
  • Member, Chief Investment Officer (CIO) Association
  • Member, Operations and Custody Advisory Panel at Harbor & Co.
  • Member, Association of Investment Management Sales Executives (AIMSE)
  • Participant, Chartered Institute for Securities and Investment (CISI) events from 2024

Certifications

  • Certified Investment Management Analyst (CIMA)
  • Certified Trade and Export Finance Professional (CITF)
  • Master of Finance (MFin) from standard
  • Certified Portfolio Risk Manager (CPRM)
  • Certified Trade Operations Professional (CTOP)
  • Salesforce
  • Certified Corporate Governance Professional (CCGP)
  • Chartered Alternative Investment Analyst (CAIA)
  • SAP Certified Application Associate
  • Operational Risk Management Certification

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