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Skills

  • Dealership operations
  • Asset management
  • Two-way radio operations
  • Background in accounting
  • Reconciling accounts
  • Accounting spreadsheets
  • Manual and automated accounting systems
  • Accounting procedures
  • Cross-functional collaboration
  • Account investigations

Work Experiences

  • Achieved optimal allocation consistently.
  • Built a strong rapport with custom builders in order to expand my business opportunities.
  • Worked with others to brainstorm new framework possibilities.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Assisted in the transition of $2 assets.
  • Achieved a 70% improvement in reconciliation accuracy.
  • By meeting needs and providing exceptional customer service, I was able to build and maintain a large client base.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Investigated the buyer's financial resources and creditworthiness to determine their ability to pay costs.
  • Kept my program knowledge up to date by doing process improvement and quality assurance.

Summaries

  • Account Trader, Mutual Fund Operations and team leader with 12 years of experience in category settings.
  • Strong technical skills and experience in budget management.
  • Achieved a 18% increase in accuracy.
  • Accomplished asset manager.
  • Results-oriented Miscellaneous professional with workflow optimization, stakeholder engagement, and workflow optimization strengths.
  • Process Broker with years of experience who can conduct thorough sales and buyer research in a timely manner.
  • Achieved a 53% error-free trade rate.
  • Skilled Broker with 2 years of experience seeking a challenging new position at Harbor & Co..
  • Account Trader, Mutual Fund Operations with risk assessment and stakeholder engagement abilities.
  • Achieved a 65% reduction in operational costs.

Accomplishments

  • Designed a comprehensive training program covering mutual fund operations and trading compliance, increasing cross-departmental competency by 18%.
  • Orchestrated fund-capital allocation shifts by tracking real-time market data, leading to significant portfolio outperformance of procedure over 6 months.
  • Collaborated with fund managers to realign underperforming portfolios, achieving above-benchmark returns of 55% across 7 different portfolios.
  • Partnered with various internal compliance teams to ensure adherence to increasing regulatory standards, maintaining a flawless audit record during 2018 fiscal year.
  • Produced daily reports on fund pricing and performance that assisted senior management in portfolio strategy adjustments, increasing the portfolio return by 16%.
  • Managed successful trade execution and clearing for over 12 brokers and custodians, ensuring a 49% reduction in settlement delays.
  • Identified and addressed operational inefficiencies in settlement processes, reducing processing time by 78%.
  • Led a cross-functional project team that successfully migrated $17 in fund assets to new custodians, improving trade processing efficiency by 51%.
  • Trained and provided ongoing support to junior traders, improving overall team productivity by 29% in completion of mutual fund trades.
  • Established a performance monitoring system that decreased trade execution errors by 34% and reduced reconciliation lead time.

Affiliations

  • Contributor to the Journal of Portfolio Management, publishing insights on mutual fund performance benchmarking.
  • Committee member at the Chartered Alternative Investment Analyst Association (CAIA), focusing on asset rebalancing initiatives and risk mitigation strategies.
  • Invited speaker at the annual Global Investment Performance Standards (GIPS) conference, sharing experiences in portfolio performance tracking.
  • Active participant in the Financial Analysts Seminar (FAS) hosted by the CFA Institute, with a focus on equities and fixed income portfolio strategies.
  • Certified in Investment Operations Certificate (IOC) from the Chartered Institute for Securities & Investment (CISI), emphasis on international trade settlements.
  • Alumni mentor at the Institute for Financial Markets (IFM), assisting with educational programs on derivatives and international trading.
  • Certified Asset Allocation professional via the Center for International Securities and Derivatives Markets (CISDM), with focus on improving client satisfaction metrics.
  • Member of the National Investment Banking Association, leveraging networking events for industry insights on equity and debt markets.
  • Attended the Financial Markets Association annual conference focused on cross-functional collaboration among portfolio managers and traders.
  • Member of the Regulatory Section of the European Fund and Asset Management Association (EFAMA) to stay up-to-date on trade regulations and EU compliance.

Certifications

  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • SAP Certified Application Associate
  • Advanced Certificate in Portfolio Management – Ironclad Systems
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Lean Six Sigma Green Belt Professional Certification (LSSGB)
  • Cisco Certified Network Associate (CCNA)
  • Mutual Fund Essentials Certification - Investment Company Institute (ICI)
  • Asset Management Professional Certification - framework
  • CompTIA A+ Technician
  • First Aid/CPR

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