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Skills

  • Supervision
  • Team management
  • Analytical research
  • CCTV
  • Project organization
  • Variance analysis
  • Counterparty relationship management
  • Attention to detail in high-volume tasks
  • Inventory management
  • Budget coordination

Work Experiences

  • Assisted in the review and recalibration of process performance targets, ultimately enhancing the alpha generation capacity of the portfolio.
  • Created detailed spreadsheets that detailed revenue, profitability, and expense trends and forecasts.
  • Compiled data and analytical results into reports.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Achieved results within the past year.
  • Examined budgets and devised action plans to address problems.
  • Achieved annual savings of $16.
  • Management recognized me for providing outstanding customer service.
  • Created reporting packages for a variety of purposes, including business performance results.
  • Analyzed performance attribution of category using standard, later recommended strategy adjustments that improved fund returns by 70% over one year.

Summaries

  • Modeling, forecasting trends, and giving presentations to stakeholders and business leaders are all skills she possesses.
  • Initiative, process, and initiative are all available.
  • Motivating leader who has built and managed framework teams in the past.
  • Achieved 32% increase in efficiency.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Microsoft Excel and Workday experts with exceptional interpersonal skills.
  • Achieved framework audit findings.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Expert in category with a strong aptitude for improved and implemented.
  • Achieved a 28% increase in reporting transparency.

Accomplishments

  • Deployed a new data aggregation tool, improving the efficiency of performance analysis and reducing manual processing by 67%.
  • Developed an Excel-based model to enhance cash flow forecasting accuracy, leading to 71% better liquidity management for operations.
  • Led automation of portfolio performance reporting, reducing calculation errors by 83% and cutting report generation time to three years.
  • Revised key pricing models for 8 investment funds, identifying discrepancies and preventing valuation errors amounting to $4, improving fund transparency.
  • Reviewed and adjusted performance fee structures for underperforming hedge funds, yielding a more equitable fee recovery of $17 across 16 accounts.
  • Successfully coordinated the launch and performance tracking of new asset classes while liaising with human resources, growing client asset base by $18.
  • Led software migration to a new investment operations platform, enabling the firm to process an additional 57% trades daily without manual intervention.
  • Designed a real-time operational dashboard using ServiceNow, providing senior management with instant insights into 20% key performance indicators.
  • Collaborated with investment management team to streamline data flow for 12 cross-border transactions, reducing operational risk in currency mismatches.
  • Reduced operational risks by leading cross-functional workshops and addressing inefficiencies, impacting key areas of trade settlement and reconciliation.

Affiliations

  • Member, Hedge Fund Association’s (HFA) Organizational Effectiveness Group
  • Participant, European Investor Relations Association (EIRA) workshops
  • Participant, SIFMA Operations & Technology Conference
  • Active participant, Global Association of Risk Professionals (GARP)
  • Member, Global Custody Forum in 2024
  • Member, Futures and Options Association (FOA) since 2017
  • Affiliate, Investment Operations Certificate (IOC) Program by CFA Society
  • Participant, ISO Investment Transaction Processing Certification program
  • Member, Professional Risk Managers' International Association (PRMIA)
  • Member, Investment Management Association (IMA) since 2019

Certifications

  • Certified Trade and Export Finance Professional (CITF)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Chartered Alternative Investment Analyst (CAIA)
  • Investment Operations Certificate (IOC) - Vantage
  • Certified Corporate Governance Professional (CCGP)
  • Certified Treasury Professional (CTP)
  • First Aid/CPR
  • Institute of Operational Risk (IOR) Certificate
  • Operational Risk Management Certification

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