Alternative Investment Sales & Distribution

• Oct 2020 - Present

Prime Services

• Nov 2017 - Oct 2020

Manage new relationship and client fund onboarding experience by working closely with the client and internal teams (Sales & Trading, Risk, Legal, Client Service, Ops, and IT). Completed over 50 launches and go-lives to date. Ongoing management of existing hedge fund clients across various portfolio strategies including equities, fixed income, FX, and credit products. Oversee / manage the internal new business process including initial proposal, client diligence, negotiation of documentation, and onboarding.Keep abreast of / constantly learn about the firm’s product offerings to identify cross-selling opportunities and facilitate referrals. Secured four new revenue opportunities for credit and repo financing desks.Create newsletters for clients and internal stakeholders to communicate departmental and regulatory changes Show less

Operational Risk Advisory

• Oct 2015 - Oct 2017

Responsible for establishing SOx control framework in operations, analyzing historical data, reconciliations and balance sheets across operational teams and performing deep-dives on trends and irregularities. Achievements: Launched a global review of over 1,330 monthly statements. Suggested course of actions to senior management in ops and finance to implement enhanced framework and controls over balance reconciliation and monthly attestations. Leveraged research findings to create firm-wide trainings to educate employees on financial statement reportingPartnered with IT team to automate report production reducing time spent on manual preparation by 1 hour per week.Created a standard risk assessment tool to allow comprehensive analyses. Final product rolled out as the global standard. Show less

Operational Risk Analytics

• Jul 2014 - Sep 2015

Identified key risk indicators and developed reporting framework on operational incidents, audit points and aged trade breaks. Monitored compliance of firm-wide policies across ops department and managed projects in mitigating operational risk. Achievements: Led a global cost-saving project migrating incident reporting onto a proprietary incident-reporting platform. Responsible for representing global ops in senior management meetings; contributing to a business requirement document; leading user acceptance testing with over 50 users; organizing training for more than 3,000 global employees; managing historical data storage / migration. Show less

Franchise Owner

• Jul 2012 - Jun 2014

Acquired franchise license and managed all aspects of business (including finance, human resource, supply chain and marketing). Achievements: Improved sourcing strategy to reduce supply cost by 20% and selected a new POS system to reduce order processing time. Implemented new pricing to remain competitive with local businesses; increased monthly revenues by more than $3,000. Acquired franchise license and managed all aspects of business (including finance, human resource, supply chain and marketing). Achievements: Improved sourcing strategy to reduce supply cost by 20% and selected a new POS system to reduce order processing time. Implemented new pricing to remain competitive with local businesses; increased monthly revenues by more than $3,000.

Human Resources and Marketing Intern

• May 2011 - Jul 2011

Initiated RFQs and selected a background check company based on cost efficiency and security features. Prepared contracts for and publicized City's community maintenance program. Developed Access database to store and retrieve 1,000+ volunteer applications. Redesigned and maintained website to ensure accessibility and increase usage. Assisted volunteers by referring them to desired opportunities and recruited volunteers for community events. Managed internal communications with various City of Greensboro departments. Result: At the completion of my internship, the supervisor recognized the need to create a paid part-time Volunteer Coordinator position based on above job descriptions. Show less