AMINE BENAOUADJ
122 North Wyoming Ave, Ventnor City,NJ
Summary
Dynamic manager and analytical problem-solver with 11+ years of success in Private Equity and Public Fixed Income client service operations. Talent for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
15
15
years of professional experience
Work History
Associate Director of Client Service Operation
MetLife Investment Management (MIM)
09.2019 - Current
- Managed a team of 4 , fostering collaboration and ensuring high-performance standards through targeted training and regular feedback sessions.
- Produced and delivered timely and accurate monthly/quarterly client deliverables to MetLife Investment Management (MIM) existing 290+ client base, maintaining a commitment to quality and precision.
- Effectively addressed ad-hoc and follow-up questions from both existing and emerging clients, demonstrating institutional knowledge and responsiveness.
- Led the execution of flawless client onboarding, offboarding, and change management processes for 78+ Separately Managed Accounts (SMAs) and Fund Investors (Limited Partners and General Partners) totaling $95B+.
- Participated in Operational Due Diligence, Prospectus, and Client-led Audits, showcasing a commitment to compliance and industry best practices by working directly with Legal, Portfolio Management, and Risk Management across multiple asset classes.
- Acted as a client advocate, overseeing functional utilities in over 350+ client accounts (cash flow direction letters, performance, overdrafts, aged cash, etc.), totaling$240B+ ensuring operational excellence.
- Managed relationships with 30+ vendors/consultants, including back office/counterparty and fund administrators, ensuring smooth collaboration and efficient operational processes around cash flow management/asset allocation.
- Participated in and led projects aimed at achieving operational efficiencies and enhancing existing processes through creation of procedures around monthly/quarterly deliverables tracked in Salesforce/TaskRay.
- Worked directly with Legal, Relationship Managers, and Finance to negotiate Investment Management Agreements (IMA) for new / active Separately Managed Accounts (SMAs) and Fund Structures including (CITs, UCITs, and Limited Partnerships)
Senior Analyst
Hamilton Lane (Private Market Connect, LLC)
02.2016 - 09.2019
- Prepared quarterly reporting packages for Limited Partners by organizing data to highlight the performance of the fund's current investments.
- Responsible for the day-to-day tracking of clients NAV changes over 2% through IRR analysis.
- Performed 6800+ quarterly funds exposure checks for 370+ institutional clients' private equity portfolios.
- Reconciled 21,000+ quarterly partner's capital account and NAV Statements for client reporting.
- Responsible for aggregating supplemental portfolio metrics from 2,800+ General Partners to aid the initiative of transparent private equity performance reporting.
- Communicated with General Partners to ensure the timely receipt of $210B+ in cash flows.
- Maintained a working knowledge of client portfolios and the investments within these portfolios using Capital IQ and iLevel platform.
- Used Microsoft SQL Server Management queries to obtain complex data from tables in remote databases to streamline controls for $2.9T+ in commitments.
- Oversaw investment portfolio analysis, file maintenance and broker verification for 180+ clients.
- Tracked and reported KPIs to senior management, establishing methods to help streamline workflow for both peers and management by 47%.
- Responsible for the day-to-day tracking of 15,900+ unique fund's portfolio companies changes over 10% through holdings review.
- Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
Audit and Tax Consultant
Moreno Enterprises
12.2013 - 07.2014
- Completed 25 tax returns for individuals, trusts, partnerships and corporations.
- Used advanced tax law knowledge to calculate $5M tax liabilities and payments,
- Performed 25 monthly and yearly bank reconciliations using QuickBooks,
- Responded to tax inquiries to federal, state, and local taxing authorities.
- Collected detailed information and required paperwork from over 30 clients.
- Recorded 30 customer invoices, reconciled accounts and managed other bookkeeping tasks.
Business Operations Analyst
SUPERVALU Inc
09.2008 - 04.2012
- Responsible for servicing company owned food markets nationwide
- Developed coaching and training guidelines to mentor specialists
- Work directly with vendors and suppliers to ensure the highest quality of service to all locations
- Performed clerical functions necessary to keep department documentation up to date, using a Vendor Management System (VMS), creating and maintaining a reference guide
- Organized subsystems to execute proper collection of data.
Education
Bachelor of Science - Accounting
West Chester University
West Chester, PA01.2015
Skills
- Blackrock Aladdin
- Salesforce
- TaskRay
- ILevel Database Management
- FactSet / Vermilion Reporting System
- EDW Data Mapping
- Project Management
- Due Diligence
- Cash Flow Management
- Microsoft SQL & Office
- Capital IQ & Bloomberg
- Queue Manager
Timeline
Associate Director of Client Service Operation
MetLife Investment Management (MIM)
09.2019 - Current
Senior Analyst
Hamilton Lane (Private Market Connect, LLC)
02.2016 - 09.2019
Audit and Tax Consultant
Moreno Enterprises
12.2013 - 07.2014
Business Operations Analyst
SUPERVALU Inc
09.2008 - 04.2012
Bachelor of Science - Accounting
West Chester University