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Highly motivated professional with experience in exchange traded securities/private equity operations and financial markets who is able to provide key analytical support to managers and teams. A high performer, demonstrating drive and initiative, with the ability to work well under pressure, consistently delivering timely and accurately.
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- Coordinate fund launches, oversee domestic and international private equity transactions; ensuring accurate trade-flow reporting to portfolio managers.
- Oversee transfer agency fund activities; AML screening, maintain investor registers, investor reporting, process subscriptions/ redemptions/transfers and facilitate money movements, process fund capital calls and distributions
- Cross-functional support to portfolio managers, sales channels, fund accounting, tax, compliance and fund administrators.
- Support senior leadership in executive decision-making, generate recommendation reports for corrective actions on internal controls.
- Execute on process enhancement projects, collaborating with technology to perform testing and implementation of new investor transactions and sales systems leading to increased operational efficiencies and trace-abilities across various teams.
- Lead critical training for teammates and mentor-ship of new hires.
- Oversaw daily trade break resolution processes globally for equity, fixed income and derivative trades for prime clients.
- Tracked trade posting and settlement processes, collaborating with brokers and controls teams to facilitate timely delivery and to ensure accuracy of internal books and records.
- Created, planned and implemented new trade confirmation processes leading to increased efficiency, lower operational risk and improved KPIs.
- Established work procedures that support company and departmental standards and trained onshore and offshore teammates.
- Accelerated promotions from Senior Analyst to Consultant then to Officer.
- Managed existing client accounts, identified and presented opportunities to expand product offerings.
- Consulted with customers on best practices to increase value and ROI.
- Coordinated with technology, accounting and adjacent business teams to ensure customer satisfaction; provided guidance to improve sales strategy based on client feedback.
- Beat company record for monthly lead generation; 186% over lead target, 167% over call target.
University of Illinois At Chicago - Chicago, IL
GPA: 3.80/4.00
Magna Cum Laude with College Honors
Member of UIC Management Leadership Association, The National Society of Collegiate Scholars, Golden Key International Honor Society, UIC Phi Kappa Phi Honor Society
Academic Honors: Dean’s List (4 semesters)
Volunteer at Heartland Alliance FarmWorks Chicago - Eliminating Poverty, Breakthrough Chicago - Homelessness Intervention, Habitat for Humanity Jordan - Home Building, Abu Dhabi Autism Center - Special Needs
Advanced Choir travels to Abu Dhabi, Oman, Jordan, USA
Traveling and learning about different cultures
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School Attended
- University of Illinois At Chicago
Job Titles Held:
- Private Equity Associate
- Consultant/Officer
- Associate Account Executive
Degrees
- Bachelor of Science
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