Lead the charge in delivering exceptional accounting services for alternative investment funds. Manage client relationships, drive operational efficiency, and oversee departmental performance while maintaining high-quality standards in a dynamic environment.
Drive client relationships and manage projects within Collective Investment Trusts. Collaborate with teams to ensure successful administration and innovative solutions in the retirement investment market, focusing on alternative assets.
Advance our ETF capital markets strategy, collaborating with key stakeholders to enhance issuance, client onboarding, and implementation through tailored training and insights while building valuable relationships within the ETF community.
Champion ETF strategies to enhance client operations and education. Collaborate with internal teams and market participants to optimize ETF execution and facilitate new issuer onboarding in a dynamic environment.
Optimize fund accounting processes by supervising a team dedicated to hedge and private equity fund management, ensuring compliance with GAAP standards, and providing exceptional client service while maintaining accurate and timely financial records.