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Click here or scroll down to respond to this candidateCandidate's Name
New York, NY Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE - LINKEDIN LINK AVAILABLEPROJECT MANAGEMENT PROFESSIONALCONTINUOUS PROCESS IMPROVEMENTS FINANCIAL MANAGEMENTCROSS-FUNCTIONAL TEAM LEADERSHIPPerformance-driven, results-oriented, and process-focused, Project Management Professional with transferable experience in implementing project management methodologies and best practices to facilitate change management & operational leadership from concept-to-execution. Possess a proven track record in fostering a performance-driven culture, linking people, processes, and technology to attain business results, while optimizing organizational growth and efficiency.PROFESSIONAL EXPERIENCEHSBC GLOBAL ASSET MANAGEMENT, New York, NY 5/2015 12/2020Project Manager Business TransformationExecute a multi-faceted role within an all-encompassing project management position, achieving operational objectives by delivering insightful information and recommendations regarding strategic plans & reviews. Provide proactive and engaged leadership on key projects designed to increase revenue, reduce expenses, enhance business efficiency, and improve the customer experience. Understand and analyze various drivers impacting key metrics and outcomes and manage stakeholder engagements. Anticipate and mitigate risks while seamlessly and accurately executing complex projects.Strategically collaborate with the Head of Business Transformation, COO, and key stakeholders on major initiatives and business enhancements, while covering AMUS domestic, regional, and global projects.Led transformational change management via business and operational processes using mandated project management methodologies for systems execution and business process enhancements.Proactively engage in planning, monitoring, and managing all phases of business transformation projects, while establishing working relations and communications with customers, service providers, and outside contacts.Analytically plan, coordinate, and deliver multiple business-focused projects & initiatives simultaneously, while defining priorities and ensuring alignment with business transformation project requirements.Built a high-performing project team from different capabilities and functional areas; thus, delivering on financial and quality commitments according to the strategic plan.Provide proactive project management support including project governance to ensure accurate and timely updates of project progress and dependencies in an efficient & effective manner.Ensure the integration of all relevant project streams and manage critical dependencies, while controlling multiple strategic projects through an analytical focus and understanding of rapidly changing business needs.Successfully lead concept, define scope, and execute on strategic and operational business transformation initiatives, encompassing corporate and operational strategy to optimize processes and overall functionality.Conduct quarterly service reviews via Bloomberg and track projects in JIRA from inception-to-completion.Coordinate the launch of all new Products/Platforms generated through HSBC Asset Management.COHEN & STEERS, New York, NY 8/2014 2/2015ConsultantInvolved in all facets of trade processing regarding international and domestic securities, FX, and derivatives coupled with serving as a liaison between custodian and broker for pre- and post-settlement maintenance.Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLEProactively managed trade notifications for custodians and/or accounting agents; assisted equity and bond traders with any trade discrepancies; and updated indicated annual dividends which impacted the yield of securities.Showcased in-depth knowledge of DTC Affirmations and CTM Confirmation of trade executions, coupled with the ability to multi-task, operate effectively within tight time frames, address critical issues and mitigate risks as needed.Closely collaborated with performance, writers, and creative services teams in the preparation and distribution of the firms global institutional client reporting packages and fund factsheets.STATE STREET BANK & TRUST CO., New York, NY 4/2007 7/2014Assistant Vice President, Investment Manager Services-Client On-BoardingOperated as a main contributor for coordinating client events, such as New Wins, Terminations, Change in Mandate, and Custody Changes, in collaboration with front and back office teams from an operational perspective.Successfully implemented complex requests, including in-kind transfers, account migrations, and new product launches, while coordinating events with external parties: Custodians, Fund Accountants, and Transition Managers.Served as main point of contact for the client service team to assist within Deutsche Asset Management Operations, while ensuring all deliverables were communicated and approved in alignment with requirements.Demonstrated an excellent ability to coordinate events with internal groups encompassing: client reporting; performance; trade support; reconciliations; and portfolio management.Interacted with compliance & audit departments to ensure compliance with all procedures and requirements, while performing monthly compliance procedure validation across all operations teams and system users.Steered and directed projects while assisting in the transition of Deutsche Banks systems to State Street.CREDIT SUISSE ASSET MANAGEMENT, New York, NY 2/2005 3/2007Assistant Vice President, Transition Manager/OperationsAdministered implementation of new products from concept-to-completion including a new derivatives product, while overseeing the complete life cycle of the new account process and transition management.Notified related internal departments regarding all operational and trading procedures pertaining to new accounts, while participating in the project management of investment operations initiatives.Interacted with portfolio managers, marketing staff, performance team, and sales personnel to gather data for new products and accounts and handled constant interaction with the legal and compliance group.Attended SWIFT Conferences to identify availability of new technologies and to enhance efficiencies, while acting as the relationship manager for investment operations with (25) brokers/dealers and (15) custodian banks.Coordinate the launch of all new Products/Platforms generated through HSBC Asset Management.Coordinated distributions of private equity accounts; responsible for verifying all trades and accuracy of data with brokers, thus approving the wiring of funds for daily margin variations regarding all futures transactions.Maintained and controlled all aspects of the OASYS trade allocation and confirmation system; as well as ensured all trades were submitted correctly to the custodian banks, thus allocating mortgage-backed pools via EPN.Liaised with custodian banks and brokers to resolve trade discrepancies; worked on projects to streamline manual processes within the department; and provided feedback to management regarding staff performance.EDUCATION QUALIFICATIONS & TECHNOLOGY PROFICIENCYBachelor of Arts, BA, Social Sciences, University of Buffalo, Buffalo, NYRelevant Courses: Project Management Derivatives - Presentation Skills - Microsoft Office Suite (Word - Excel - PowerPoint) - Decalog Trading System - Oasys - Alert - Visio - Bloomberg |
