Markham, Ontario, Canada
A Financial Service Executive with proven track record in investment operation. Breadth of experience includes strategic business planning, process re-engineering, building and leading high performance teams. Proficient in back office operation management which includes trade settlement, financial reporting, valuation and fund administration operation. Specialties: * Mutual Fund and Hedge Fund Operation * Infrastructure Optimization * Strategic Vendor Sourcing * Fund Governance & Oversight * Policy and Procedures Development * Investment Accounting, Financial & Tax Reporting
Managed fund accounting, financial reporting and client service teams to address service requirements and to maximize client satisfaction. Accountable for an operational group responsible for daily NAVs calculation , production financial statements and all the related tax filings.