Performed account opening, closing, and amendment processing, administrative functions, and routine duties as well as semi complex duties in a deadline and regulatory-driven environment.
Audited data entered by Account Opening Analyst I and activated cash records; notified first line manager of inaccurate information. Processed account opening, closing, and amendment requests.

Contracted to a private, independent investment management firm with client assets under management totaling over US$1 trillion.
Responsible for working with multiple custodians, prime brokers and many internal clients to open and maintain global investment accounts for the firm’s 300+ sponsored funds.

Created and implemented several web based tools including: a tool to automate updating and completing market documentation. This helps optimize efficiency and reduce risk from manually updating a word document; an interactive html document that centralizes and creates better transparency of the market opening process; a tool for Product Managers, Portfolio Analysts, Business Managers and other internal clients to check market readiness and feasibility for upcoming fund launches.

Performed daily audit of multiple large market clients with diverse trust structures to ensure completion in an accurate, complete, and timely manner.
Produced and verified daily prices and monthly and annual financial statements. Minimized risk by ensuring all daily controls and procedures were current and followed.
Streamlined processes to gain efficiencies. Supported the Client Service Manager.