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Skills

  • Financial statement review
  • NAV pricing and variance analysis
  • Audit preparation and execution
  • Operational improvement
  • End-of-day trade reconciliations
  • Forecast modeling tools (ServiceNow)
  • Project organization
  • Business operations
  • Cash Flow Forecasting
  • Problem resolution

Work Experiences

  • Achieved a 46% faster turnaround time.
  • Looked for industry trends on social media and through online sources.
  • Assisted in fund performance reporting.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved a 69% higher conversion rate.
  • Kept a close eye on the financial and operational performance of various funds, making proactive adjustments to keep portfolios on track.
  • Contributed to a 63% improvement in reporting accuracy.
  • Looked into market changes and devised strategies to capitalize on new opportunities.
  • Built and maintained relationships with custodians.
  • Achieved 23% improvements in operational efficiency.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accomplished Unit Trust Administrator.
  • Unit Trust Administrator with 10 years of successful cross-functional collaboration and process improvement experience.
  • Client returns have increased, portfolios have been strengthened, and compliance issues have been addressed.
  • Analytical and detail-driven, I have overseen successful fund performance monitoring, increasing reporting accuracy by 29% through in-depth variance analysis.
  • Costs were consistently reduced while profits were increased.
  • Achieved a 67% reduction in manual workload.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Veteran Unit Trust Administrator with 13 years of industry experience and a stellar track record.
  • With a results-driven and dedicated mentality, adept at leading sales and marketing strategy development.

Accomplishments

  • Played a key role in managing assets worth over $6, contributing to an AUM growth of 80% in 2023.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Completed the successful restructuring of 3 Unit Trust accounts, maintaining 19% satisfaction rates among clients.
  • Decreased trade settlement times by 17 hours through advanced reconciliation methodologies and automation tools.
  • Worked closely with asset managers to restructure funds, executing all changes with 39% accuracy and zero client complaints.
  • Contributed to a 67% reduction in fund NAV calculation errors through the implementation of automated reconciliation tools.
  • Documented and resolved procedure which led to process.
  • Reduced NAV discrepancies by 25% with the support of automated reconciliation and tracking software.
  • Optimized reporting procedures, delivering 7% faster daily performance reports for fund managers and stakeholders.
  • Implemented a continuous improvement program that reduced transaction processing time by 57% hours and decreased errors by 74%.

Affiliations

  • Founding Member of the Trust Administration Network 2018
  • Freemason
  • Certified Financial Risk Manager (FRM) - Granted by Global Association of Risk Professionals 2016
  • Chartered Investment Counselor (CIC) 2020
  • Investment Banking and Securities Association Member 2021
  • Member of the International Association of Certified Professional Administrators 2018
  • Membership in the Investment Management Consultants Association (IMCA) 2022
  • Attended annual Trust and Estate Planning Conference - Portland 2021
  • Graduate of the Corporate Trust Administration Program initiative 2023
  • Affiliate of the Custody Risk Global Awards Association 2023

Certifications

  • Certified Investment Management Analyst (CIMA®) - 2016, standard
  • Hedge Fund Administration Certification - Northwind, 2020
  • Operations Management in Financial Services Certification - Northwind, 2018
  • Certified Financial Services Auditor (CFSA) - 2023, Ironclad Systems
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • Digital Transformation in Financial Services - SAP Certification - 2023
  • Financial Modeling for Investment Administration - QuickBooks, 2018
  • Chartered Financial Analyst (CFA) - Level process, 2018
  • Institutional Investment Consultant Certification (IICC) - Ironclad Systems - 2017

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