Washington, District of Columbia, United States
My specialty is client service, I have over ten years experience with a leading management consulting firm in Washington D.C.
• Played key middle-office role in servicing $123B+ funds by communicating with multiple investment managers, third-party brokers, and domestic and international internal shared service teams. • Ensured on-time execution and 99.98% accuracy rate of net asset values (NAVs) sent to NASDAQ by overseeing daily work of eight client support groups, including NAV calculations and end-of-night reviews. • Delivered comprehensive online support for seven client-facing applications, including set up, training, data-integrity maintenance, and new product rollouts. • Slashed inquiry response time up to 45% by implementing LEAN Initiative Team’s Inquiry Management Tool to routinely log issues and inefficiencies across client service department. • Transferred expertise by training new staff and mentoring summer interns. • Prevented firm-level financial and integrity loss and reduced processing errors through daily research into corporate action information for portfolio validation and holding reconciliation. • Achieved 50% decrease in review duration by creating and launching department-wide reconciliation method for complex securities, including Swaps and Futures. • Contributed to problem solving across all Client Support teams by spearheading weekly associate staff meetings.
• Exceeded client needs and garnered consistent satisfaction by collaborating directly in an oversight role with 12 internal service groups plus external vendors. • Managed daily accounting processes, including cash movement, general ledger accounting, and expense accrual calculations, for 50-75 of 160 funds across equity, fixed income, and multi-managed funds, with $750M average capital commitment per fund. • Played key role in largest conversion of funds in State Street history, involving takeover of JP Morgan funds on both accounting and custody basis; collaborated with JP Morgan to secure trades flowing to State Street system. • Awarded Rising Star for continued success and accomplishments in Client Operations Department
Gained exposure to financial products and services including: Alternative Investments, Mutual Funds, Banking & Lending, Marketing and the Client Experience, and Professional Development as well as 401k and Estate Planning for company clients.