Leading & coaching a team of 6 analysts to ensure that stakeholder's requests are met within our SLA for fund information
Ensuring that all liquidity information is accurate by validating analyst’s entries onto our liquidity system
Coordinating projects and changes with weekly updates, and working with cross-functional departments.
Maintaining compliance with regulatory requirements by staying up-to-date on industry changes and adhering to established guidelines.
Investment Operations Associate
Cambridge Associates LLC
07.2021 - 12.2022
Maintaining relationships with over 40+ external managers and ensuring that all performance and portfolio characteristic information are met within the desired timeline
Collaborating with a team of 15+ people to ensure all projects and portfolio information are met in an efficient manner
Training and constructing presentations/guides for new hire classes to become vital members of the team by demonstrating knowledge of internal systems and processes of the Firm
Evaluating legal documents to extract crucial information for shareholders and prospective clients
Operations Manager
FedEx Ground
05.2021 - 07.2021
Managed a dock of 15+ employees to accomplish an overall unload rate of 4000+ packages per hour
Collaborated with employees to achieve an unload rate of over 1300+ packages an hour per person
Maintained a safe and clean work environment
Education
Bachelor of Science - Business Administration, Management
Towson University
Towson, MD
05.2021
Associate of Science - Business Administration
Hagerstown Community College
Hagerstown, MD
05.2018
Skills
Microsoft Office Excel Specialist
Operational efficiency
Client servicing
Staff training
Timeline
Investment Operations Analyst
Cambridge Associates LLC
01.2023 - Current
Investment Operations Associate
Cambridge Associates LLC
07.2021 - 12.2022
Operations Manager
FedEx Ground
05.2021 - 07.2021
Associate of Science - Business Administration
Hagerstown Community College
Bachelor of Science - Business Administration, Management