Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amonita Harmon

Bayonne,NJ

Summary

Senior Investor Relations and Operations Executive with 10+ years of leadership in global financial services, specializing in Private Equity and Real Estate fund administration. Expert in team building, operational transformation, and compliance. With a proven track record of enhancing client experience and driving excellence in fast-paced, cross-functional environments.

Overview

16
16
years of professional experience

Work History

AVP, Transfer Agency

Apex Group
Paramus, NJ
08.2021 - Current
  • Serve as senior point of contact for key client relationships, ensuring consistent delivery of high-quality investor services.
  • Lead and develop domestic and international teams, embedding performance excellence through structured coaching and accountability.
  • Oversee end-to-end investor onboarding operations, ensuring compliance with AML/KYC and accuracy of all investor and fund data.
  • Implement process improvements and risk-mitigation strategies to elevate operational efficiency and service accuracy.
  • Collaborate with leadership to refine workflow automation and support the development of new investor-facing solutions.

Manager, Investor Relations

SS&C Technologies
09.2017 - 08.2021
  • Directed investor relations operations for 50+ Private Equity and Real Estate clients, ensuring accurate and timely reporting.
  • Built and managed a high-performing team across multiple global locations, leading training, development, and performance cycles.
  • Conducted AML and FATCA reviews to uphold regulatory standards and reduce firmwide risk exposure.
  • Strengthened client relationships by managing expectations, resolving issues proactively, and maintaining clear communication.
  • Oversaw periodic reviews, performance KPIs, and team engagement initiatives across 63 client relationships.

Senior Account Administrator, Investor Services

State Street Global Services
08.2009 - 10.2017
  • Led investor onboarding and account maintenance operations, ensuring strict data accuracy and compliance for PE and RE funds.
  • Represented the Investor Services teams in New York and New Jersey, overseeing daily operations, client deliverables, and communications.
  • Conducted multi-level QA reviews for capital calls, distributions, and investor reporting packages.
  • Served as Investran Subject Matter Expert, training staff across multiple domestic and international sites.
  • Facilitated capital notice delivery and investor communications using Excel, Word, Adobe Autosplit, and Intralinks.

Education

B.A. - Criminal Justice

Stonehill College
North Easton, MA
05.2006

Skills

  • Databases
  • Administration & Data Capture
  • Client Portfolio Management
  • Team Leadership & Development
  • Investor Onboarding
  • Client Relationship Management
  • Operational Process Improvement
  • Fund Acquisition & Retention
  • Investor Reporting
  • Treasury Management
  • Team Management
  • Risk Management
  • AML/KYC Procedures
  • Private Equity Fund Administration
  • Training & Development
  • Data Governance
  • AML/KYC Compliance
  • Due Diligence

Languages

Spanish
Native or Bilingual

Timeline

AVP, Transfer Agency

Apex Group
08.2021 - Current

Manager, Investor Relations

SS&C Technologies
09.2017 - 08.2021

Senior Account Administrator, Investor Services

State Street Global Services
08.2009 - 10.2017

B.A. - Criminal Justice

Stonehill College
Amonita Harmon