I am an operations leader with more than 10 years of experience in investment operations, corporate actions, treasury, cash operations, trade support, and fund administration. I have worked across global banking, asset management, and financial-services environments.
I lead teams by managing staffing, scheduling, task allocation, coaching, mentoring, KPI reviews, and quality standards. I serve as a primary escalation point for complex stakeholder, partner, and client queries.
My operational expertise includes corporate actions, fund transactions, cash and treasury activities, reconciliations, wire transfers, trade support, NAV processing, and investor reporting. I am experienced in managing daily high-volume processes while meeting SLA and control requirements.
I drive process improvement through SOP creation, workflow standardization, documentation, automation initiatives, and procedural updates. I translate operational performance into clear weekly, monthly, and annual reports for senior management.
I have supported cross-functional teams and external stakeholders in resolving operational issues, improving team capability, and strengthening service delivery. My background combines hands-on financial operations knowledge with people leadership and continuous improvement.
Led staffing and scheduling to maintain daily operational coverage and FTE requirements for corporate actions activities. Served as the primary escalation point for complex partner and client queries.
Delivered weekly, monthly, and annual performance reporting to senior management. Coached team members, led KPI reviews, and supported HR administration including attendance management and recruitment.
Led projects involving SOP creation, procedural updates, process alignment, and team capability development. Provided peer mentoring and process training while helping structure team roles and allocate work based on individual strengths.
Managed daily fund transactions including redemptions, switches, transfers, and account setup. Produced asset-management and daily local and global payment reports.
Managed mailbox liaison activities and delegated daily work across the investor services team. Reviewed completed transactions and wire transfers to ensure accuracy and timely processing.
Supported real estate counterparts with asset acquisition reporting. Resolved internal and external queries and coordinated follow-up actions across teams.
Managed daily fund transactions, including redemptions, switches, transfers, and account openings. Supported reliable execution of operational activities within investment operations.
Led SOP and automation initiatives to improve templates and workflows. Provided peer mentoring and contributed to team structuring and task allocation.
Assisted clients with product inquiries, trade troubleshooting, trade searches, and trade replication requests. Delivered responsive support for trading-related operational issues.
Coordinated with internal teams to manage trader permissions and setup requirements. Helped ensure timely resolution of client and system-access requests.
Acted as the primary stakeholder contact for cash operations queries and led daily task allocation, coaching, and mentoring activities. Oversaw team delivery across treasury and cash operations workflows.
Monitored Futures Collateral Margins, REPO, and ISDA daily cash activities. Verified cash breaches, resolved aging wire breaks, and led process review, documentation, and standardization initiatives.
Supported task allocation and query resolution across FCM, REPO, and ISDA operational workflows. Assisted onshore teams and counterparties with interest true-up activities.
Contributed to process-streamlining initiatives and prepared administrative reporting for leadership. Supported efficient delivery of trading and cash operations services.
Performed quality assurance and system verification for reconciliation and statement reports. Acted as a second checker for documents and statements released to funds and investors.
Input and reconciled Net Asset Values and prepared market value statement reports. Supported data accuracy, reporting controls, and investor-services operations.
Processed client invoices, premium payments, and account data updates within business process operations. Maintained accurate records and supported timely client servicing.
Ensured adherence to IRS reporting requirements and company guidelines. Applied compliance and quality standards to operational processing activities.
Bachelor's Degree, Computer Science
Bachelor's degree in Computer Science.
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