LAURA GUTIUM
Bertrange
Summary
Results-driven finance and asset management professional with over 6 years of experience in fund administration, client relationship management, and cross-border financial services. Expertise includes UCITS and AIFMD compliance, AML/KYC processes, portfolio reporting, and operational risk control, ensuring strict regulatory adherence in banking and investment environments. Proven track record managing institutional and wholesale accounts while fostering long-term client relationships. Passionate about sustainable finance and project management, dedicated to driving financial growth and creating long-term value through tailored solutions in fast-paced, multicultural settings.
Overview
8
8
years of professional experience
Work History
Professional & Personal Development
11.2023 - 03.2025
- Strengthened cross-cultural awareness and adaptability through international travel and intercultural experiences.
- Advanced knowledge in finance and regulatory compliance via self-study and industry webinars.
Senior Client Relationship Management Associate
Fidelity International
07.2020 - 10.2023
- Managed relationships with wholesale and institutional clients, addressing complex queries on fund performance, investment guidelines, and compliance.
- Coordinated contract amendments and investor transactions, securing smooth fund operations and reliable shareholder records.
- Partnered with legal, compliance, and accounting teams to align fund data for valuation and reporting accuracy.
- Delivered insights to clients and stakeholders that supported informed investment decisions.
- Mentored junior colleagues, improving team expertise in fund structures and market regulations.
Consultant – Cross-Border Fund Distribution Services
Deloitte
07.2018 - 10.2019
- Assisted clients with fund registration and maintenance across UCITS and AIFMD, supporting multi-jurisdictional investment distribution.
- Delivered detailed regulatory and market analysis to ensure compliance and optimize fund distribution strategies.
- Produced client reports and KPI dashboards to track fund performance and regulatory adherence.
- Coordinated with regulatory bodies and internal teams to support accurate and timely filings.
- Contributed to process improvements that enhanced operational efficiency and data accuracy.
Analyst – Operations Service Department
J.P. Morgan Bank
08.2017 - 03.2018
- Managed client onboarding and operational support, ensuring timely processing of investment account transactions.
- Supported the implementation of a new Transfer Agency portal, enhancing client access to investment information.
- Liaised with AML and compliance teams to maintain regulatory standards for investor due diligence.
- Prepared service performance reports to assist portfolio management and operational decision-making.
- Addressed ad hoc client requests related to portfolio activity and compliance queries.
Trainee – Transaction Management & Restructuring
European Investment Bank
01.2017 - 06.2017
- Collaborated with the Transaction Management & Restructuring team on mandate implementation and restructuring strategies.
- Developed a knowledge base of resolution cases to aid strategic decision-making and risk assessment.
- Assisted in preparing presentations and documentation for senior stakeholders involved in project finance.
- Participated in portfolio monitoring activities, tracking performance and risk indicators.
- Assisted in data analysis and reporting for investment boards and risk committees.
Education
Double MSc Degree - Finance & Risk Management
Alexandru Ioan Cuza University, University of Groningen
09.2016
Intensive Programme - Quantitative Methods in Finance
University of Bologna
08.2015
Exchange Programme - Erasmus Mobility
University of Applied Sciences des BFI Wien
08.2015
Bachelor of Business Administration - undefined
Alexandru Ioan Cuza University
07.2014
Skills
- Customer Support & Client Servicing
- Multichannel Communication (Email, Chat, Phone)
- Booking & Onboarding Assistance
- Problem Solving & Issue Resolution
- CRM & PMS Tools Data Documentation
- Relationship Building & Retention
- Multitasking & Prioritization under Pressure
- Cross-Functional Collaboration
LANGUAGES
Romanian (Native)
English (Fluent)
Russian (Fluent)
German (Intermediate)
French (Basic-learning)
Hobbies and Interests
Sustainable finance, Travel & culture, Mindfulness
INTERNATIONAL EXPERIENCE
- Worked/studied in 6 countries
- Strong cross-cultural skills
- EU market knowledge
Timeline
Professional & Personal Development
11.2023 - 03.2025
Senior Client Relationship Management Associate
Fidelity International
07.2020 - 10.2023
Consultant – Cross-Border Fund Distribution Services
Deloitte
07.2018 - 10.2019
Analyst – Operations Service Department
J.P. Morgan Bank
08.2017 - 03.2018
Trainee – Transaction Management & Restructuring
European Investment Bank
01.2017 - 06.2017
Intensive Programme - Quantitative Methods in Finance
University of Bologna
Exchange Programme - Erasmus Mobility
University of Applied Sciences des BFI Wien
Bachelor of Business Administration - undefined
Alexandru Ioan Cuza University
Double MSc Degree - Finance & Risk Management
Alexandru Ioan Cuza University, University of Groningen
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