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Skills

  • Collaboration with custodians and portfolio managers
  • Global market transactions reconciliation
  • Performance optimization
  • Client conflict resolution and issue de-escalation
  • Data Management
  • Improving operational efficiency in investment operations
  • Problem resolution
  • Relationship development
  • Audit preparation and reduction of discrepant items
  • First Aid/CPR

Work Experiences

  • Collaborated with the investment management team.
  • Collaborated with risk management teams to ensure compliance risks in operational processes were mitigated, reducing fines by $11.
  • Hired, managed, developed, and trained employees, as well as set and monitor goals, conduct performance reviews, and pay employees.
  • Collaborated with initiative for compliance.
  • Collaborated with the finance team.
  • Collaborated with the investment management team to optimize portfolio performance and compliance, improving operational efficiency by 18%.
  • Kept accurate, current, and compliant financial records by monitoring and addressing variances.
  • Aligned processes with regulatory requirements.
  • Collaborated with risk management teams.
  • Provided expert clerical support by handling a wide range of routine and special requests efficiently.

Summaries

  • Looking for a management position with a company in the Miscellaneous sector.
  • Team player who is methodical and detail-oriented and has expertise in client relations.
  • Adaptable person with workflow optimization and budget management abilities.
  • Professional in office management and administration with 2 years of experience maximizing productivity, efficiency, and service quality in a variety of settings.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Supporting corporate level officers and senior management personnel with demonstrated expertise in financial and operational leadership, organized and efficient Investment Operations Coordinator.
  • Thorough and dependable Office Worker with excellent administrative skills and a strong Miscellaneous background.
  • Adept at reducing client onboarding time.
  • These abilities, as well as a strong work ethic, are available.
  • Staff, resource, and day-to-day operations are well-coordinated by this expert.

Accomplishments

  • Trained cross-departmental teams on new investment software integrations, boosting operational efficiency across 16 business units.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored performance and reallocation strategies for institutional portfolios totaling $16, ensuring policy alignment and performance optimization.
  • Operationalized new reporting methods, decreasing regulatory filing turnaround time by 8 days.
  • Directed cross-border transaction compliance reporting, increasing adherence to program by 35%, enhancing operational transparency.
  • Developed procedures for new financial instruments, ensuring regulatory alignment and client satisfaction for portfolios exceeding $14 AUM.
  • Created custom investment performance reports, accurately reflecting portfolio returns for clients managing $4 in assets.
  • Improved daily cash management workflows leading to a reduction in cash forecasting errors by 32% for Vantage.
  • Reviewed and validated incoming valuations from third-party custodians, resolving discrepancies in 11 days.
  • Led the integration of new risk management software, reducing the time required for monthly client reporting by 7%.

Affiliations

  • Society of Investment Analysts Denver
  • Alternative Investment Management Association (AIMA)
  • Investment Operations Certificate (IOC) – CISI Qualification
  • American Medical Informatics Association
  • Chartered Financial Analyst (CFA) Institute candidate or member
  • Financial Risk Management (FRM) – Certification Program
  • Association for Supply Chain Management (APICS)
  • National Association of Corporate Treasurers (NACT)
  • Global Association of Risk Professionals (GARP) – Financial Risk Manager (FRM) Certification
  • International Financial Reporting Standards (IFRS) Certification

Certifications

  • Certified Financial Planner (CFP)
  • Financial Risk Manager (FRM)
  • Certified Treasury Professional (CTP)
  • Certified Public Accountant (CPA)
  • Anti-Money Laundering (AML) Certification
  • Salesforce
  • CompTIA A+ Technician
  • Certified Fund Specialist (CFS)
  • Google Certified Professional Cloud Architect
  • Series 79 - Investment Banking Representative

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