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Vice President, Performance & Analytics Resume

SUMMARY

  • The skill - set I bring to an organization has been crafted over many years, including an operational perspective from both a money manager and a service provider in hosted and outsourced environments to a hands-on portfolio management viewpoint. I know this unique blend of experiences including COO and Managing Director roles will serve me well in any leadership role.

PROFESSIONAL EXPERIENCE

Confidential

Vice President, Performance & Analytics

Responsibilities:

  • Managed staff resources to ensure proper client service is deployed, including the hiring of new team members
  • Reviewed daily workflow and internal operational controls to ensure SLA’s are being met
  • Met with managers and supervisors on a regular basis to discuss all issues/concerns or procedural changes that may need to be reviewed /changed
  • Triaged daily operational issues, established communication/timeline flow with affected clients for deliverables and escalated to technical support when necessary
  • Collaborated with Client Experience/Relationship Management teams to identify and address client pain points
  • Ran/participated client review/maintenance conference calls, both scheduled and ad-hoc
  • Ran/participated onsite visits and presentations

Confidential

Vice President, Operations

Responsibilities:

  • Reviewed daily workflow and internal operational controls to ensure SLA’s are being met
  • Met with operational managers and supervisors on a regular basis to review issues/concerns or procedural changes that may need to be updated/changed
  • Oversaw daily processing of reconciliation, corporate actions, trading teams, settlements, performance measurement at the account and composite levels, trade order management, and all daily client interaction

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