Work Experience
For Current Position - Please see Resume or visit my LinkedIn.
- Oversight for over 100 mutual funds for institutional client by monitoring activities on the funds done by multiple internal teams
- Research and resolve internal and external inquiries regarding position breaks, cash breaks, and past dues between client file and in-house systems
- Tracking and ensuring correct wire movements into fund accounts through oversight of Trades, Fund Transfer, and Custody department
- Providing accounting entries to clear potential breaks and account for incoming wires and checks
- Beta-testing of in-house produced Excel Macros to improve accuracy in reconciliation process
- Transitioned Passive Hedging process to a dedicated team while ensuring full understanding and accurate client specific checks
- Provide accurate, complete, and timely report for client on daily, weekly, monthly, and quarterly basis
- Produce competitive reports by researching marketing strategy of universities and corporations for client print and web projects
- Provide content for BU Today, a daily university-wide newsletter by transcribing audio interviews
- Compile and upload over a hundred invoices to maintain accuracy for audit records
- Train new students on office protocol and projects to ensure an efficient and productive work environment
- Handle incoming packages and phone calls
- Welcome incoming clients and vendors
- Eliminated redundant, erroneous information by analyzing and researching raw data for hundreds of leads
- Facilitated increasing book of business by creating client database
Head Intern - March 2009 - June 2010 - Streamlined paperless transition and analysis by uploading thousands of sensitive files onto online database
- Built and set up over 30 computers for entire staff to meet company standards for new offices