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Skills

  • Cost-reduction initiatives
  • Audit coordination
  • Stakeholder engagement
  • Data-driven decision making
  • Data trending
  • Business operations
  • Automated reporting systems
  • Advanced financial analysis
  • Project leadership
  • Cross-functional team collaboration

Work Experiences

  • Conducted in-depth financial analysis to support investment decisions, resulting in an improved yield of 70% across 18 key asset classes.
  • Achieved 10 successful audits without deficiencies.
  • Kept track of financial, statistical, and operational data trends and analyzed them.
  • Helped senior leadership solve complex problems so that projects could be completed on time and on budget.
  • Collaborated with technology teams.
  • Transported Power BI to three years customer locations.
  • Contributed to a 17% increase in investments.
  • Contributed to investor roadshows in Portland.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Aligned investment strategies with market trends.
  • Accomplished in overseeing large-scale asset management processes, leading to cost reductions of 72% and annual fund revenue increases of $framework.
  • Boosted portfolio performance by 41%.
  • Achieved annual growth of 18%.
  • Collaborative and results-focused Fund Officer.
  • Achieved portfolio growth.
  • Achieved significant cost savings.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.

Accomplishments

  • Redesigned database for fund client records, improving data access which enhanced reporting speed by 40% and contributed to more informed decision-making.
  • Assessed and implemented strategic changes in portfolio allocations that mitigated risk exposure during volatile market periods, safeguarding 53% of the fund’s value.
  • Collaborated with team of 12 in the development of system.
  • Regularly communicated fund performance updates, financial risks, and investment strategies to stakeholders, enhancing investor confidence by 20%.
  • Managed operational risk by implementing internal controls, resulting in a 67% reduction in errors during fund reconciliation processes.
  • Achieved PMP in fund administration, leading to higher compliance with regulatory requirements and increased investor trust.
  • Led the onboarding of 16 new clients leveraging a streamlined system, reducing investor onboarding time by 6% in three years.
  • Negotiated a 72% reduction in fund management fees, saving the organization $7 annually and improving portfolio returns.
  • Documented and resolved category which led to process.
  • Introduced a tax-efficient distribution strategy, enhancing after-tax yields for 11 high-net-worth clients by 33%.

Affiliations

  • Society of Women Engineers
  • Association for Computing Machinery
  • Association for Financial Professionals (AFP)
  • National Investment Banking Association (NIBA)
  • Association of Information Technology Professionals
  • International Council of Nurses
  • Project Management Institute
  • The Association for Institutional Investors (AII)
  • Global Association of Risk Professionals (GARP)
  • American Medical Informatics Association

Certifications

  • Investment Foundations Program Certificate (CFA Institute) – 2018
  • Cisco Certified Network Associate (CCNA)
  • Professional Risk Manager (PRM) - 2016
  • Chartered Alternative Investment Analyst (CAIA) – program 2018
  • CompTIA A+ Technician
  • Advanced Investment Management Certificate (AIMC) – Harbor & Co., 2022
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • Series 65 - Uniform Investment Adviser Law Examination - 2017
  • Anti-Fraud Management Certificate – Brightline, 2023
  • Certified Anti-Money Laundering Specialist (CAMS) - 2015

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