Adam Boniface
South Bend,IN
Summary
Results-driven investment operations specialist with over four years of experience in ensuring timely trade settlements, precise reconciliations, and efficient funding for multimillion-dollar portfolios. Proven track record in spearheading automation initiatives that significantly reduced recurring data discrepancies by up to 90%. Technical proficiency in Bloomberg, CAMRA, Precision LM, and workflow automation complements strong collaboration and problem-solving abilities, along with a commitment to process improvement. Recognized for meticulous attention to detail and the ability to thrive under pressure while mentoring peers to enhance overall team performance. Ready to leverage expertise for measurable financial impact across diverse finance functions.
Overview
6
6
years of professional experience
Work History
Senior Investment Operations Analyst
40|86 Advisors
06.2022 - Current
- Collaborate cross-functionally with traders, portfolio managers, broker-dealers, custodians, and trustees to ensure precise and efficient delivery of securities and funds for transaction settlement.
- Proactively initiate the timely completion of multimillion-dollar funding requests within the G Treasury system, facilitating transactions such as trade settlement, portfolio transfers, and capital call fundings.
- Monitor, record, and maintain data integrity for fixed-income investments and options trading, utilizing Bloomberg, MarkitWire, WSO Markit, and SS&C's CAMRA accounting system.
- Efficiently manage the receipt, distribution, and response of corporate actions within the custodian system, ensuring accurate reflection of events impacting holdings and cash flows.
- Performed detailed reconciliation and validation of loan valuations and key data within Precision LM, focusing on maintaining precision and accuracy.
- Reworked options procedures by partnering with IT to add error traps, automate workflows, and strengthen key data controls, reducing operational related hedge-variance issues by roughly 98%
- Directed AI operations initiative focused on prompt engineering, procedure automation, and validation checks to ensure accurate, reliable, and well-controlled AI outputs.
Wealth Management Intern
Korhorn Financial Group, Inc
01.2022 - 04.2022
- Shadowed client meetings and documented detailed notes to learn core financial‑planning concepts and client needs
- Conducted internal audits to identify workflow bottlenecks and recommend changes that improved advisor efficiency
- Prepared financial planning reports in WealthVision 360 by reviewing client documents, verifying inputs, and ensuring data accuracy.
- Streamlined appointment preparation by entering and organizing client information across templates and briefing materials for advisors.
- Assisted in developing personalized wealth management strategies for clients.
Tax Intern
Lambert & Lanoue LLC
01.2021 - 05.2021
- Facilitated effective communication to relay crucial information regarding numerous client tax returns.
- Managed accurate record-keeping for over 50 clients utilizing Ultra Tax and Accounting CS Software.
- Evaluated client tax documents to extract essential information for more than 75 personal tax returns.
- Processed monthly payroll and oversaw tax expenses for a local business employing over 20 individuals.
Centralized Audit Services Team Member
Crowe LLP
01.2020 - 12.2020
- Coordinated weekly team meetings with an 8‑person audit group to track client documentation and project milestones, reducing follow‑up delays by an estimated 25%.
- Performed account analyses across 100+ client accounts to verify balances, validate client‑provided data, and test transaction accuracy.
- Reconciled 75+ client securities by comparing reported holdings to brokerage statements, documenting discrepancies
- Managed priorities and time to complete thorough testing consistently 48 hours ahead of deadlines, enabling earlier issue remediation and faster client reporting.
Education
Bachelor of Science - Business, Accounting/Finance
Indiana University South Bend - Judd Leighton School of Business And Economics
South Bend, IN05.2022
Skills
- Microsoft Excel
- Verbal and written communication
- Analytical thinking
- Problem-solving
- Time management
- Attention to detail
- Organizational skills
- Process improvement / automation
- Data interpretation
- Teamwork
- Adaptability and flexibility
- Task prioritization under pressure
- Project management
- Cross-Functional Collaboration
Timeline
Senior Investment Operations Analyst
40|86 Advisors
06.2022 - Current
Wealth Management Intern
Korhorn Financial Group, Inc
01.2022 - 04.2022
Tax Intern
Lambert & Lanoue LLC
01.2021 - 05.2021
Centralized Audit Services Team Member
Crowe LLP
01.2020 - 12.2020
Bachelor of Science - Business, Accounting/Finance
Indiana University South Bend - Judd Leighton School of Business And Economics