Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
Investment Reporting Consultant
American Century Investments
04.2010 - Current
Enhanced report accuracy by implementing data validation processes and procedures.
Streamlined reporting process for increased efficiency and improved client satisfaction.
Developed custom reports tailored to client needs,
Implemented automated reporting systems to reduce manual work and increase productivity.
Analyzed data to identify root causes of problems and recommend corrective actions.
Corporate Actions Specialist
American Century Investments
01.2009 - 04.2010
Collaborated with internal teams and external vendors to ensure timely processing of mandatory and voluntary corporate actions.
Liaised with trading desks, portfolio managers, and other key personnel for seamless execution of transactions during major corporate events.
Fund Accounting Specialist
American Century Investments
02.2007 - 12.2008
Performed reconciliations and analysis of differences for mutual funds
Identified, investigated, and resolved reconciling items and exceptions related to the cash and currency reconciliations, corporate actions, security valuations, net asset reconciliations, security holdings, dividend and interest accruals, and investable cash projections
Infrastructure Engineer at American Century Investments (Contract Via Align)Infrastructure Engineer at American Century Investments (Contract Via Align)