Sr. Client Service Fund Manager
NUVEEN a TIAA company
09.2021 - 04.2024
- Act as a pivotal liaison for high-net-worth investors & institutions, by working alongside portfolio managers, accounting, legal and other levels of business partners to ensure rapid investment communications and fund related deliverables are met in a timely manner
- Increased investment data precision by 20% with machine modeling, utilized security metrics and diagrams to communicate workflow processes to collect, examine and analyze data sources to extract and deliver key secure documented information
- Led the initiation of various account-client-fund deliverables and reporting programs, by seeking effective and efficient tools, strategized ways to identify fund information, stop gaps, monitor quality to adhere and ensure compliance and procedures that are in line with the organization approach
- Partnered with functional teams across the organization to coordinate discussions, gather and delegate responsibilities to achieve and measure success that will enhance business efficiency and distribution effectiveness
- Played a key role with project managers in providing feedback, engagement and provided input to management and to our developers to guarantee a smooth fund on-boarding, Ad-hoc and AML process that led to 10% increase in positive business impact.
- Coordinate meetings with various teams and partners to deliver presentations and proposals to call or distribute capital to acquire or improve the fund investments also to integrate systems to identify and resolve issues to reach positive outcomes
- Managed client/fund life cycle by analyzing requests, probing, imploring in-depth research, and engaging business partners data with a thorough methodical approach to ensure data governance was followed
- Optimized reporting mechanisms by assisting PMs and AMs to provide portfolio composition analysis and to achieve proper asset allocation monitoring and produce investment policy statement quality and completeness.
