Arthur Churchwell
Monterey,CA
Overview
5
5
years of professional experience
Work History
Client Regulatory Analyst
Wellington Management Company
Boston, USA
01.2022 - 05.2024
- Member of the Due Diligence Service (DDS) team ensuring compliance with SEC and EU UCITS regulations across multiple asset classes
- Designed and implemented a system of internal controls to ensure accuracy in accounting procedures
- Conducted portfolio reconciliation reviews and managed large data sets to identify risks, trends, and patterns
- Managed monthly/quarterly institutional client questionnaires, ensuring timely and accurate responses
- Proposed enhancements for reporting systems and collaborated on cross-functional teams to implement solutions
- Coordinated with multiple teams to successfully execute client projects while maintaining strong client relationships
Paralegal
Segal Roitman, LLP
Boston, USA
01.2020 - 01.2022
- Supported attorneys in trial preparation by conducting legal research, preparing witness summaries, and organizing exhibits
- Drafted legal documents, including pleadings, motions, subpoenas, and contracts
- Conducted client interviews and gathered relevant information to evaluate case merits
- Coordinated with clients and court clerks for timely filing and service of documents
- Managed case files, ensuring accuracy and completeness, and liaised with stakeholders including clients, witnesses, and experts
Advisory Coordinator
Forrester
Boston, USA
07.2019 - 12.2019
- Acted as liaison between vendor clients, sales teams, customer success, and research departments
- Managed all aspects of client projects, including scheduling, documentation, pricing, and delivery
- Maintained strong client relationships through proactive communication and anticipation of needs
Education
Master of Arts - Threat Intelligence (Specialization in Financial Crime)
Middlebury Institute of International Studies
Monterey, CA12.2025
Bachelor of Arts - Economics
Bates College
Lewiston, ME01.2019
Skills
- Regulatory Compliance (SEC, EU UCITS)
- Data Analysis and Reporting
- Portfolio Reconciliation and Risk Management
- Legal Research and Drafting
- Client Relationship Management
- Project Management and Coordination on
- Policy Research
- Strong written and verbal communication
- Financial Crime Investigation and Risk Mitigation
- Blockchain tracing
- Microsoft Office Suite (Excel, PowerPoint, Word)
- Financial Analysis Tools (Bloomberg, FactSet, Stata)
- Legal Research Tools (Westlaw)
- Blockchain Intelligence
Training
- Blockchain Analytics
- Financial Crime Typologies
- Introduction to Terrorism
- Introduction to Intelligence
Awards
- National Football Foundation Hampshire Honor Society, 2019
- NESCAC All-Academic Selection, 2017
- Stephen B. Ritter Academic Award, 2017
Languages
English
Native/ Bilingual
French
Limited
Spanish
Limited
Timeline
Client Regulatory Analyst
Wellington Management Company
01.2022 - 05.2024
Paralegal
Segal Roitman, LLP
01.2020 - 01.2022
Advisory Coordinator
Forrester
07.2019 - 12.2019
Master of Arts - Threat Intelligence (Specialization in Financial Crime)
Middlebury Institute of International Studies
Bachelor of Arts - Economics
Bates College