Advance operations by coordinating transfer agent activities, monitoring service levels, and innovating solutions. Collaborate with cross-functional teams to ensure smooth fund operations and enhance client experiences in a dynamic environment.

Champion data excellence for portfolio risk models, ensuring quality, integration, and governance throughout the data lifecycle while collaborating across teams to enhance modeling processes and outcomes.

Shape the future of compliance for investment products by supporting regulatory initiatives, policy development, and product innovation. Collaborate with diverse teams to manage compliance risks and ensure adherence to legal standards in a dynamic environment.

Lead the charge in enhancing compliance for 1940 Act funds, driving policy development and supporting new product initiatives, while effectively managing compliance risk and collaborating with multiple business units to ensure regulatory adherence.

Optimize the private credit technology landscape by leading strategic product initiatives, driving AI integration, and championing cross-functional collaboration to achieve business outcomes and enhance client engagement in innovative investment solutions.