Brokerage GUI, Wealthscape, Document, Phase 3, Intellimatch, Mobius, REUTERS, Stars, Power Term
Elizabeth Ibrahim
San Antonio
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
25
25
years of professional experience
Work History
Investment Operations Specialist
Fidelity Investment Services
07.2019 - 11.2023
- Managed complex trade settlements, ensuring timely execution and minimizing errors during the process.
- Increased operational efficiency through regular reviews of internal processes, identifying areas for improvement, and implementing solutions accordingly.
- Reviewed monthly account reconciliations promptly, identifying discrepancies and initiating corrective actions when necessary.
- Achieved consistent accuracy in data entry tasks related to client accounts, trades, and other transactions within the firm''s record-keeping systems.
Investment Operations Analyst
USAA Investment Management
01.2015 - 07.2019
- Streamlined operational processes for increased efficiency in managing client accounts and transactions.
- Increased operational efficiency through regular reviews of internal processes, identifying areas for improvement, and implementing solutions accordingly.
- Reviewed monthly account reconciliations promptly, identifying discrepancies and initiating corrective actions when necessary.
- Achieved consistent accuracy in data entry tasks related to client accounts, trades, and other transactions within the firm''s record-keeping systems.
Executive Resolution Team
USAA Investment Management
03.2010 - 01.2015
- Conducted regular performance evaluations of team members, providing constructive feedback tailored to individual strengths and weaknesses.
- Reduced customer complaints by ensuring timely and accurate responses to their concerns.
- Increased client retention through personalized attention and proactive problemsolving.
- Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Investigated and resolved customer inquiries and complaints quickly.
- Handled escalated cases with diplomacy, ultimately achieving satisfactory resolutions for all parties involved.
Brokerage Trading Senior
USAA Investment Management
02.1999 - 03.2010
- Supervised and motivated a team to be productive and engaged in work.
- Effectively managed high-stress situations during periods of market volatility, maintaining composure and making sound decisions under pressure.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Trained and guided team members to maintain high productivity and performance metrics.
- Ensured compliance with industry regulations, maintaining a safe working environment for staff members.
- Collaborated with other department heads to align organizational goals and maximize efficiency across all departments.
Education
Bachelor of Arts - Finance
University of San Antonio
San Antonio05-2002
Skills
- Operational efficiency
- Asset allocation
- Trade settlements
- Reconciliation processes
- Teamwork and collaboration
- Customer service
- Problem-solving
- Equity research
- Time management
- Attention to detail
Software
Adobe, Excel, Word, Outlook, Powerpoint,
Accomplishments
- Supervised and led a team in the successful conversion from Brokerage GUI to Wealthscape.
Timeline
Investment Operations Specialist
Fidelity Investment Services
07.2019 - 11.2023
Investment Operations Analyst
USAA Investment Management
01.2015 - 07.2019
Executive Resolution Team
USAA Investment Management
03.2010 - 01.2015
Brokerage Trading Senior
USAA Investment Management
02.1999 - 03.2010
Bachelor of Arts - Finance
University of San Antonio