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Skills

  • Presentation skills
  • Historical portfolio analysis
  • Process improvement
  • First Aid/CPR
  • Cross-functional collaboration
  • Client onboarding into portfolio systems
  • Initiative equipment
  • Client communication and reporting
  • Improving portfolio efficiency
  • Client portfolio reporting

Work Experiences

  • Assisted in onboarding 9 new institutional investors.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Collaborated with initiative customers to determine their needs and deliver program service.
  • Avoided late penalties.
  • Collaborated with third-party custodians to promptly resolve trade breaks and discrepancies for 14 portfolios, improving settlement times by 24%.
  • Analyzed historical portfolio performance data.
  • Assured compliance with process.
  • Had an excellent attendance record and was always on time for work.
  • Looked for industry trends on social media and through online sources.
  • Looked into fixed income options to meet the asset allocation needs of my clients.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Action-oriented with a strong ability to communicate effectively with a variety of audiences including technology, executives, and business.
  • Adaptable and detail-oriented Portfolio Accounting Analyst.
  • Achieved a 48% improvement in risk management.
  • Contributed to portfolio optimization.
  • Adept at enhancing portfolio reporting systems.
  • Contributed to a 31% improvement in portfolio returns.
  • Consistently delivered accurate and insightful reports.
  • Costs were consistently reduced while profits were increased.
  • Achieved smooth onboarding of 18 new institutional investors while incorporating automated procedures to enhance existing portfolio accounting tasks by lowering errors by 66%.

Accomplishments

  • Trained 18 new hires on advanced portfolio accounting systems, improving team productivity by 80% over 18 months.
  • Collaborated across teams to deliver advanced portfolio performance reports, facilitating better investment decisions and cutting analysis time by 14 hours.
  • Supervised the integration between portfolio management systems and external trading platforms, decreasing transaction settlement errors by 51%.
  • Managed foreign exchange (FX) exposure by developing hedge strategies, protecting portfolios from currency risk and improving performance margins by 50%.
  • Optimized portfolio fund allocations in accordance with the Dodd-Frank Act, increasing compliance reporting accuracy by 31%.
  • Partnered with IT to deploy a new portfolio accounting platform, improving scalability and reducing reconciliations errors by 28% during integration.
  • Reduced total asset discrepancies by 42% by spearheading a multi-system reconciliation effort during financial platform migration.
  • Directed the operational launch of a new electronic trading platform, minimizing initial reporting errors by 39% during the first 5 months.
  • Led a project to reduce portfolio discrepancies, lowering risk exposure by 68% through system controls and validations.
  • Implemented a post-trade reporting system to track fund performance, resulting in 63% improved accuracy of portfolio data reviewed by regulators.

Affiliations

  • Investment Management Consultants Association (IMCA)
  • Membership in the Institute of Chartered Portfolio Managers (ICPM)
  • Society of Financial Analysts Seattle
  • Association of International Wealth Management of India (AIWMI)
  • Lions Club
  • Financial Management Association International (FMA)
  • CPA Licensure, North Carolina Board of Accountancy
  • Project Management Institute (PMI) Boston Chapter
  • Toastmasters
  • Chartered Financial Consultant (ChFC) Designation

Certifications

  • Data Analysis for Performance Measurement Certification
  • CompTIA A+ Technician
  • Chartered Financial Analyst (CFA)
  • CompTIA Security+
  • Apple Certified Associate (ACA)
  • Certified Public Accountant
  • Advanced Financial Modeling in Excel Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Public Accountant (CPA)
  • MSCI Portfolio Risk Management Tool Training

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