Amanda Papetti

Oversaw program trading modifications for single security models to optimize trade execution. Guided teams in effective trade placement strategies to improve operational outcomes.

• Oversaw risk position monitoring to align with firm policies and regulatory requirements. Led initiatives to update client compliance documentation, enhancing adherence to industry standards. Coordinated with stakeholders to mitigate compliance risks effectively.
• Coordinated efforts between front office sales desks and IT teams to effectively address and resolve settlement issues.
• Analyzed and verified trade discrepancies between broker and firm, ensuring timely resolution and accurate reporting.
• Facilitated cross-departmental collaboration to align investment goals with overall firm strategy.

• Analyzed operational workflows to identify inefficiencies and recommend process improvements.
• Developed and maintained key performance metrics to monitor departmental effectiveness.
• Collaborated with cross-functional teams to streamline communication and enhance project execution.
• Utilized data analysis tools to generate insights for strategic decision-making processes.
• Assisted in preparing reports on investment performance for senior management review.
• Facilitated training sessions for new team members on operational best practices and tools.
• Implemented process documentation protocols to ensure consistency and accuracy across operations.

• Evaluated operational data to uncover trends and enhance process efficiency.
• Compiled comprehensive reports on investment performance for senior management evaluation.
• Engaged with cross-functional teams to identify and implement strategies for workflow streamlining.

• Generated detailed reports on asset performance, highlighting risks and recommendations for optimization.
• Presented findings to senior leadership, influencing strategic direction and investment priorities.
• Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.

• Conducted in-depth financial analysis to evaluate investment opportunities and risks.
• Boosted investment returns by identifying undervalued assets through rigorous valuation analyses.