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Skills

  • Investment performance analysis
  • Portfolio reconciliation
  • First Aid/CPR
  • New hire training and development
  • Financial reporting solutions
  • Confidential client relationship management
  • Budgets
  • Asset class trade execution
  • Data accuracy improvement
  • Problem resolution

Work Experiences

  • Transported Asana to three years customer locations.
  • Achieved Top Performer based on team performance.
  • Conducted monthly portfolio reviews with investors, recommending adjustments that resulted in a 21% improvement in overall portfolio performance.
  • Created dashboards tracking key investor metrics.
  • Created best practices for handling client escalations.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Had an excellent attendance record and was always on time for work.
  • Looked for industry trends on social media and through online sources.
  • Aided decisions on $16 of investments.
  • Achieved cost reductions of up to $16.

Summaries

  • Adept at generating insights.
  • Addressed trade discrepancies.
  • Achieved a 41% improvement in portfolio performance.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Adept Investor Services Associate.
  • Addressed complex trade and account discrepancies.
  • Aligned distributions with client expectations.
  • Adept at conducting portfolio reviews.
  • Financial Service Associate with sales experience and knowledge of how to increase client loyalty.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.

Accomplishments

  • Reduced fund reconciliation times by 6 days through the introduction of streamlined reporting and automated settlement processes.
  • Partnered with IT to integrate a new client management database, reducing response times to investor inquiries by 4 days.
  • Developed a comprehensive SOP for trade settlement, reducing settlement times by 7 days and mitigating operational risks.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with portfolio managers to execute high-value trades exceeding $5, ensuring proper risk controls were in place.
  • Conducted cash flow analysis across multiple portfolios, identifying opportunities to improve liquidity management by 25%.
  • Formulated cash management strategies that maintained optimal liquidity across 7 client accounts during market fluctuations.
  • Managed a portfolio of 13 high-net-worth clients, ensuring that all accounts were fully compliant with internal and external audit requirements.
  • Enhanced reporting capabilities by integrating QuickBooks across systems, reducing reporting errors by 80%.
  • Led monthly financial reviews with 9 investor stakeholders, providing actionable insights that influenced 44% portfolio growth.

Affiliations

  • Investment Adviser Association (IAA)
  • Association of Certified Fraud Examiners (ACFE)
  • Certified Investment Management Analyst (CIMA)
  • Private Equity Growth Capital Council (PEGCC)
  • Society of Human Resource Management
  • Managed Funds Association (MFA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Industry Regulatory Authority (FINRA)
  • International Association of Administrative Professionals
  • American Medical Informatics Association

Certifications

  • CISI Diploma in Investment Compliance by program
  • Financial Data Analytics using Power BI by Brightline
  • Anti-Money Laundering (AML) Certification from procedure
  • Fundamentals of Alternative Investments Certificate Program from program
  • Apple Certified Associate (ACA)
  • Series 7 - General Securities Representative License from program
  • FIA Certificate in Financial Services Risk Management
  • Certified Securities Operations Professional (CSOP)
  • Certified Anti-Money Laundering Specialist (CAMS) from Association of Certified Anti-Money Laundering Specialists
  • Cisco Certified Internetwork Expert (CCIE)

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