Contribute to regulatory reporting and data validation for investment companies by preparing and analyzing SEC Form N-PORT filings. Collaborate with cross-functional teams to ensure accuracy in mutual fund operations and compliance.

Lead the development of scalable managed account operations, optimizing workflows and enhancing middle office services for investment managers and sponsors. Drive trade lifecycle oversight and establish best practices to ensure operational excellence.

Lead the charge in optimizing valuation control processes, conducting daily analyses across complex financial instruments while building strong client relationships and ensuring accurate NAV delivery through expert reporting and operational excellence.

Unlock potential by managing mainframe security for critical operations. Collaborate across teams to implement access control, monitor risks, and ensure compliance with policies while driving efficiency through automation.

Drive operational excellence by managing a team, enhancing client relations, and ensuring efficient investor service processes. Collaborate across departments to deliver results and foster lasting client partnerships in a dynamic environment.