Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Brian Fitzgerald

Charlotte,NC

Summary

Dedicated finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Director Data Management

Barings LLC
05.2023 - Current
  • Drafted to spearhead the migration of alternative asset data from various legacy systems to multiple cloud based systems.
  • Performed comprehensive analyses of current data sources from multiple investment teams, leading to actionable recommendations for improved workflows within the newly installed software packages.
  • Troubleshot data-related problems and coordinated maintenance or modifications to correct defects.
  • Collaborated with cross-functional teams to establish data governance policies and procedures.
  • Provided training to colleagues on best practices in data management and tools usage.

Director Alternative Asset Operations

Barings LLC
07.2013 - 05.2023
  • Had multiple operational roles during this time period, all within the Alternative Investment space, including; funding and settlement of Private Debt & Equity, maintenance of leverage facilities and borrowing bases, onboarding of new investment teams and their assets post merger, lead group to implement Salesforce for Alternatives,
  • Improved operational efficiency by streamlining processes and implementing new systems.
  • Collaborated across departments to identify opportunities for process improvements and increased efficiency.
  • Provided training for new hires, fostering a supportive learning environment conducive to success in their roles.
  • Collected, arranged, and input information into database system.
  • Enhanced team collaboration by establishing efficient communication channels between sales, trading desks, and research departments.
  • Built strong relationships with key stakeholders including counterparties, brokers, internal teams, regulators by maintaining open lines of communication.
  • Managed high-pressure situations calmly and effectively, ensuring timely execution of trades and maintaining client satisfaction.

Education

Bachelor of Science - General Business

Western New England University
Springfield, MA

Skills

  • Business Planning and Development
  • Project Coordination
  • Verbal and Written Communication
  • Training and Development
  • Stakeholder Engagement
  • Cross-functional Team Leadership
  • Process Improvement and Change Management
  • Data Management and Analysis

Affiliations

  • Mountain Biking, Kayaking, Home Improvement Projects

Certification

Investment Foundations Certificate - expected completion Feb 2024

References

References available upon request.

Timeline

Director Data Management

Barings LLC
05.2023 - Current

Director Alternative Asset Operations

Barings LLC
07.2013 - 05.2023

Bachelor of Science - General Business

Western New England University

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