Regina Petrova
Transfer Agency Oversight & Operations Officer at Invesco Ltd.- Claim this Profile
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Bulgarian Native or bilingual proficiency
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English Full professional proficiency
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French Professional working proficiency
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Russian Limited working proficiency
Topline Score
Bio
LinkedIn User
Dedicated and flexible team player who is always providing support to other team members if required. Very positive attitude.
Marek Panszczyk
I had the pleasure to work with Regina for nearly 2 years at BNY Mellon. As her supervisor, I was particularly impressed by Regina’s pro activeness, "can do" attitude, attention to the details and willingness to learn. She is highly organised and able to handle multiple challenging situations effortlessly even with the very demanding clients. Regina brought to the team her enthusiasm and charismatic personality and was always willing to help. Every team will be privileged to work with her.
LinkedIn User
Dedicated and flexible team player who is always providing support to other team members if required. Very positive attitude.
Marek Panszczyk
I had the pleasure to work with Regina for nearly 2 years at BNY Mellon. As her supervisor, I was particularly impressed by Regina’s pro activeness, "can do" attitude, attention to the details and willingness to learn. She is highly organised and able to handle multiple challenging situations effortlessly even with the very demanding clients. Regina brought to the team her enthusiasm and charismatic personality and was always willing to help. Every team will be privileged to work with her.
LinkedIn User
Dedicated and flexible team player who is always providing support to other team members if required. Very positive attitude.
Marek Panszczyk
I had the pleasure to work with Regina for nearly 2 years at BNY Mellon. As her supervisor, I was particularly impressed by Regina’s pro activeness, "can do" attitude, attention to the details and willingness to learn. She is highly organised and able to handle multiple challenging situations effortlessly even with the very demanding clients. Regina brought to the team her enthusiasm and charismatic personality and was always willing to help. Every team will be privileged to work with her.
LinkedIn User
Dedicated and flexible team player who is always providing support to other team members if required. Very positive attitude.
Marek Panszczyk
I had the pleasure to work with Regina for nearly 2 years at BNY Mellon. As her supervisor, I was particularly impressed by Regina’s pro activeness, "can do" attitude, attention to the details and willingness to learn. She is highly organised and able to handle multiple challenging situations effortlessly even with the very demanding clients. Regina brought to the team her enthusiasm and charismatic personality and was always willing to help. Every team will be privileged to work with her.
Experience
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Invesco Ltd.
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United States
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Financial Services
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700 & Above Employee
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Transfer Agency Oversight & Operations Officer
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Mar 2022 - Present
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Client Operations Associate, TA Oversight
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Oct 2018 - Feb 2022
Vanguard is the world’s 2nd largest asset manager with AUM $ 7.5 Trillion after Blackrock offering a large selection of low-cost mutual funds, ETFs, advice, and related services. It has more than 30 million investors, in about 170 countries, since it was founded by Jack Bogle in 1975. Vanguard is known for its strategy of low-cost passive investing. Vanguard is the world’s 2nd largest asset manager with AUM $ 7.5 Trillion after Blackrock offering a large selection of low-cost mutual funds, ETFs, advice, and related services. It has more than 30 million investors, in about 170 countries, since it was founded by Jack Bogle in 1975. Vanguard is known for its strategy of low-cost passive investing.
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Trading Oversight, Analyst Vendor Oversight team
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Nov 2017 - Aug 2018
Working as a Trading Oversight Analyst in the Transfer Agent Vendor Oversight team, I am responsible for servicing the sales teams and investors of the Luxembourg, Ireland and Cayman domiciled collective investment products. I assist with the client account openings and on boarding process as well as supervise the investor trade and transfer requests, cash/trade reconciliation and settlement, processed by the external TA vendor. Working as a Trading Oversight Analyst in the Transfer Agent Vendor Oversight team, I am responsible for servicing the sales teams and investors of the Luxembourg, Ireland and Cayman domiciled collective investment products. I assist with the client account openings and on boarding process as well as supervise the investor trade and transfer requests, cash/trade reconciliation and settlement, processed by the external TA vendor.
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J.P. Morgan Asset Management
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United States
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Financial Services
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700 & Above Employee
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Client Service Account Manager, Analyst at Global Liquidity team
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Jan 2017 - Nov 2017
As a Client Account Manager,Analyst in the Global Liquidity team ,I am the primary contact for all service related needs of our EMEA Global Liquidity clients as well as I support the US & Asia Client Services Teams.I am responsible for the onboarding and ongoing servicing of globally based corporate clients investing in our money market mutual funds (U.S., European, and Asian currencies).I work closely with Operations, Sales, Client Portfolio Managers, Legal, Risk to ensure a delivery of excellence to our clients across all JPMorgan Asset Management Global Liquidity products. Show less
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Transaction Processing Specialist
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Oct 2015 - Dec 2016
• Processed the workflow on AWD such as incoming deal instructions and AML documentation• Distribution of investor communication such as contract notes, statements and correspondence• Daily and monthly reconciliations of received and failed client instructions, chasing with TPAs and Client Services• Documented process flows and updated procedure manuals for the functions performed• Maintained the register for ad-hoc exceptions, below minima exceptions, general exceptions and Errors • Managed team mailbox, responded and forwarded queries to the relevant Client Services team• Indexed the in-house produced documents- Incidents, Manual payments, Account opening checklists• Conducted Testing on the systems and worked with IT team to improve processes Show less
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Investor Relations Representative, Client Services, Transfer Agency ,AIS
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Feb 2014 - Oct 2015
• Processed trades – subscriptions, redemptions, transfers & switches; Oversight of daily process • Managed the ongoing Client relationship and servicing of Hedge Funds, FOF and mutual funds • Assisted with Onboarding process and AML documentation for account opening purposes • Monitored daily cash flow/balance, instructed cash payments /dividend/distribution, performed NAV reconciliations • Completed Fund level audits from a Transfer Agency perspective • Produced and delivered standard and ad hoc reporting to Investment Managers • Attended face-to-face client meetings and monthly services calls • Performed period end processing on the core Transfer Agency system – NTAS • Worked cross-functionally with Fund accounting, Registration, AML • Provided training to new staff Show less
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Education
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2021 - 2021
University of Cambridge
Certificate in Project Management -
2013 - 2013
London Business School
Investment Management Programme, Equity Portfolio Management -
2009 - 2013
University of Westminster
Bachelor of Arts (B.A.), International Business with French -
2011 - 2012
Université Paris Dauphine
International Business -
2018 -
Investment Management Certificate
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