Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Edgar Harvey Lewis

Brooklyn,NY

Summary

Motivated and results-driven MBA graduate with over two years of experience in financial services, seeking to leverage strong analytical, strategic, and client relationship skills in a dynamic organization. Committed to delivering value through data-driven decision-making, financial analysis, and process optimization, with a long-term goal of contributing to business growth and operational excellence.

Overview

17
17
years of professional experience

Work History

Manager

Harvey’s Enterprises
Union Island, SVG
08.2013 - 04.2023
  • Maintained a project tracking system to monitor budgets, timelines, and complete status for 20+ initiatives, supporting senior managers with MIS dashboards.
  • Conducted trend analyses and root-cause studies, producing weekly/monthly reports that informed strategic decisions.
  • Managed contract lifecycle: distribution, logging, processing, and archive, integrating files via Asite-equivalent systems.
  • Developed and delivered presentations to leadership summarizing operational performance and capital project updates.
  • Oversaw a $2M annual budget, preparing financial analyses to optimize expenditures and resource allocation.
  • Supervised team communications, including handling and responding to correspondence and inquiries promptly.

Investor Service Representative

Credit Suisse
New York, NY
06.2006 - 12.2012
  • Developed and maintained databases and MIS reports to support transaction processing and fund status updates.
  • Processed subscription/redemption transactions in compliance with regulations and operating policies.
  • Produced spreadsheets, schedules, and board-pack slides to summarize investor activity and fund performance.
  • Participated in testing and implementation of system enhancements to reduce risks and improve service.
  • Responded to investor inquiries, drafted written responses, and tracked correspondence within internal systems.
  • Trained and managed team members, including offshore colleagues, to ensure policy compliance and quality control.

Education

MBA -

Metropolitan College of New York
New York, NY
05.2025

BS - General Science

Andrews University
Berrien Springs, MI
06.2024

Skills

  • Software: MS Office 365, Teams, Outlook
  • Project management
  • Data analysis
  • Market research
  • Customer service
  • Regulatory compliance
  • Team leadership
  • Effective communication
  • Policy implementation
  • Partnership development
  • Business development
  • Financial management
  • Financial records oversight
  • Negotiation
  • Documentation and reporting
  • Vendor management
  • Performance management
  • Staff management
  • Performance evaluations

References

References available upon request.

Timeline

Manager

Harvey’s Enterprises
08.2013 - 04.2023

Investor Service Representative

Credit Suisse
06.2006 - 12.2012

MBA -

Metropolitan College of New York

BS - General Science

Andrews University

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