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Skills

  • Communications
  • Cross-functional team coordination
  • Organization
  • Business operations
  • Payroll and budgeting
  • Compliance with Financial Regulations
  • Capital deployment management
  • Data Management
  • Customer service
  • Cash flow projection reconciliation

Work Experiences

  • Automated regulatory reporting for procedure.
  • Organized corporate and office conferences for company employees and guests.
  • Achieved a 65% improvement in adherence to method.
  • Collaborated with the investment management team to optimize portfolio performance and compliance, improving operational efficiency by 18%.
  • Organized physical files and digitized records so that authorized team members could update and retrieve them quickly.
  • Was in charge of the CRM database, which included troubleshooting, maintenance, updates, and the creation of reports.
  • Achieved procedure.
  • Completed 5 employees' bi-weekly payroll.
  • Achieved a 33% decrease in trade breaks.
  • Tracked and recorded expenses and reconciled accounts to keep accurate, current, and compliant financial records.

Summaries

  • Meticulous Investment Operations Coordinator capable of creating exceptional communications, presentations, and spreadsheets that meet a variety of administrative needs using Tableau.
  • Investment Operations Coordinator is a multi-talented Investment Operations Coordinator who is consistently rewarded for planning and operational improvements.
  • Adept at reducing client onboarding time.
  • With over 13 years of experience in the Miscellaneous field, I am a well-organized Office Manager.
  • Investment Operations Coordinator with 12 years of successful quality assurance and data analysis experience.
  • Professional in office management and administration with 2 years of experience maximizing productivity, efficiency, and service quality in a variety of settings.
  • Power BI expert with database management experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Staff, resource, and day-to-day operations are well-coordinated by this expert.
  • These abilities, as well as a strong work ethic, are available.

Accomplishments

  • Led the integration of new risk management software, reducing the time required for monthly client reporting by 7%.
  • Developed and maintained client performance reports covering $2 in combined assets across 17 institutional clients, assisting with data-led investment decisions.
  • Spearheaded the company-wide adoption of HubSpot, automating strategic planning and reducing project timelines by 2%.
  • Coordinated with portfolio analysts to expedite corporate action resolutions, limiting performance disruptions across 11 client portfolios.
  • Documented and resolved procedure which led to process.
  • Reviewed corporate actions for 11 portfolios, achieving 70% on-time resolutions with complete accuracy.
  • Implemented automated accounting workflows which improved portfolio reconciliation accuracy by 49%, utilizing HubSpot.
  • Improved daily cash management workflows leading to a reduction in cash forecasting errors by 32% for Vantage.
  • Worked with custodians and asset managers to clear 17 trade discrepancies in less than 6 days, resulting in no missed settlement deadlines.
  • Monitored performance and reallocation strategies for institutional portfolios totaling $16, ensuring policy alignment and performance optimization.

Affiliations

  • American Society of Safety Professionals
  • International Swaps and Derivatives Association (ISDA)
  • Toastmasters
  • Financial Risk Management (FRM) – Certification Program
  • Society of Human Resource Management
  • Society of Women Engineers
  • National Association of Social Workers
  • Association for Operations Management (APICS) – Certified in Procurement or Supply Chain Processes
  • Institute of Financial Operations (IFO)
  • American Medical Informatics Association

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Enterprise Risk Management Professional (ERM)
  • Chartered Financial Analyst (CFA)
  • Project Management Professional (PMP)
  • Registered Operations Professional (ROP)
  • SHRM Certified Professional (SHRM-CP)
  • Global Operations Management Certificate
  • Certified Financial Planner (CFP)
  • Certificate in Quantitative Finance (CQF)
  • Certified Hedge Fund Professional (CHP)

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