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Skills

  • Complex problem-solving
  • Analyzing performance
  • Insurance billing
  • Operational improvement
  • Asset valuation accuracy
  • Invoice generation
  • ERP understanding
  • MS Office
  • Stakeholder engagement
  • PeopleSoft expert

Work Experiences

  • Achieved zero data losses post-transition.
  • Created detailed spreadsheets that detailed revenue, profitability, and expense trends and forecasts.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Developed a reputation for punctuality and hard work.
  • Assisted in the creation of metric procedures.
  • Achieved a 84% accuracy improvement in reporting.
  • Analyzed performance attribution of category using standard, later recommended strategy adjustments that improved fund returns by 70% over one year.
  • Management recognized me for providing outstanding customer service.
  • Was in charge of all tasks delegated to me, including budget management and strategic planning.
  • Collaborated with portfolio managers to effectively execute complex multi-currency trades for 11 international accounts.

Summaries

  • Achieved a 54% increase in reporting accuracy.
  • Investment Operations Analyst is a hardworking and dependable Investment Operations Analyst who excels at stakeholder engagement and risk assessment.
  • 14 years of experience in cash and position reconciliation.
  • Proven track record of motivating spearheaded to achieve team, individual, and management goals.
  • Achieved a 28% increase in reporting transparency.
  • Proficient in promoting metric by leveraging client relations and quality assurance knowledge.
  • Adept in risk assessment, successfully reducing FX exposure by 39% and improving trade settlement processes for multi-currency transactions.
  • Multilingual and fluent in German and Mandarin, with a strong grasp of cultural differences.
  • Interpersonal, communication, and critical thinking skills are all important.
  • Initiative, process, and initiative are all available.

Accomplishments

  • Managed liquidity stress test reporting for client portfolios, streamlining the workflow into an automated tool that reduced manual input by 46%.
  • Successfully coordinated the launch and performance tracking of new asset classes while liaising with human resources, growing client asset base by $18.
  • Reviewed and adjusted performance fee structures for underperforming hedge funds, yielding a more equitable fee recovery of $17 across 16 accounts.
  • Revised key pricing models for 8 investment funds, identifying discrepancies and preventing valuation errors amounting to $4, improving fund transparency.
  • Managed monthly performance fee accruals and payments for 2 client portfolios, ensuring 100% accuracy and timeliness during quarterly settlements.
  • Reduced operational risks by leading cross-functional workshops and addressing inefficiencies, impacting key areas of trade settlement and reconciliation.
  • Created and integrated new procedures in compliance with metric, ensuring adherence to industry standards and minimizing audit risks.
  • Improved trade matching operations for fixed income and equity products, reducing manual errors by 71% across 2 accounts.
  • Led automation of portfolio performance reporting, reducing calculation errors by 83% and cutting report generation time to three years.
  • Redesigned operational processes to reduce settlement times for over-the-counter products by 80%, improving overall trading efficiency.

Affiliations

  • Participant, European Investor Relations Association (EIRA) workshops
  • Participant, Institutional Investor's Fixed Income Forum
  • Alumni, framework Finance and Investment Society
  • Affiliate, National Investor Relations Institute (NIRI) since 2024
  • Member, Financial Data Analysts Association (FDAA)
  • Member, Professional Risk Managers' International Association (PRMIA)
  • Member, Global Custody Forum in 2024
  • Graduate, Financial Modeling Institute (FMI) Level I Certification
  • Member, CFA Institute since 2024
  • Former participant, Financial Education Program by Harbor & Co.

Certifications

  • Certified Public Accountant (CPA)
  • Advanced Investment Operations Certification – initiative
  • International Certificate in Wealth and Investment Management
  • Cisco Certified Internetwork Expert (CCIE)
  • Master of Finance (MFin) from standard
  • Microsoft Office Specialist (MOS)
  • Certified Fund Specialist (CFS)
  • Financial Data Integrity Certification - Microsoft Excel
  • American Academy of Financial Management (AAFM)
  • Associate of the Society of Investment Professionals (ASIP)

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