Summary
Overview
Work History
Education
Skills
Timeline
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Emma O'Brien

Summary

Experienced investment management professional with team-oriented nature and capability to oversee assets, promote investor relations and assess fund performance. Detail oriented individual with dynamic communication skills. Proven success in managing client trade inquiries and processing. Thrives in a fast-paced team-oriented environment or independently. Self-motivated with a strong desire to advance professionally.

Overview

4
4
years of professional experience

Work History

Investment Management Operations Analyst

State Street
01.2023 - Current
  • Perform duties to support client investment management operations.
  • Assist in managing offshore teams and fielding questions from offshore employees
  • Setup and maintain databases and client files, process and authenticate transactions, research errors, failures, and inquiries.
  • Resolve discrepancies and takes action on matters and inquiries from clients and other departments.
  • Work closely with internal teams and external clients to ensure all accounts are up to date and active for trading.
  • Proficient in State Street systems utilized to process, research, and answer client inquiries regarding foreign and domestic trades
  • Proficient in tracking and processing collateral movements, cash wires,
  • Experienced in financial reconciliation and resolving breaks
  • Accomplished trainer in international and domestic trade as well as manual trade processing
  • Articulately communicated with institutional clients, building trust and relationships

Client Relationship & Portfolio Operations

Beck Bode, LLC
05.2021 - 01.2023
  • Setup and maintained accounts at multiple custodians
  • Built relationships with new clients by preparing and conducting onboarding meetings.
  • Organized a major acquisitions to the firm, converting over 400 accounts and managing data reporting for the transition.
  • Worked in a small team to update investment strategies, selling and buying new stocks accordingly.
  • Built a training program for all staff to more efficiently access their clients' accounts.

Restaurant Hostess

Copper Door Restaurant
10.2019 - 01.2022
  • Greeted guests warmly and answered customer inquiries.

Education

Bachelor of Arts - Economics

University of Edinburgh
Edinburgh, Scotland

Skills

  • Team Player
  • Accuracy
  • Competitive
  • Proficient in Microsoft Office
  • Independent
  • Securities Comparisons
  • Data Analysis
  • Oversight
  • Quick Learner
  • Experienced Trainer
  • Partnership Management

Timeline

Investment Management Operations Analyst

State Street
01.2023 - Current

Client Relationship & Portfolio Operations

Beck Bode, LLC
05.2021 - 01.2023

Restaurant Hostess

Copper Door Restaurant
10.2019 - 01.2022

Bachelor of Arts - Economics

University of Edinburgh

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Emma O'Brien