Justin King
San Antonio,TX
Summary
Diligent Team Leader in financial operations experienced in day-to-day controls as well as periodic reporting to ensure accuracy and effectiveness of investment oversight. Excellent skills in reporting, problem solving, and analyzing data.
Overview
7
7
years of professional experience
Work History
SMA Team Leader
AllianceBernstein
San Antonio, TX
08.2023 - Current
- Monitors team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Works with team to identify areas of improvement and devised solutions based on findings.
- Mentors and guided employees to foster proper completion of assigned duties.
- Oversaw project to enhance accuracy of client position break report.
- Continues to execute Analyst functions day to day.
SMA Analyst
Alliance Bernstein
01.2018 - 08.2023
- Drafted monthly reports of multi-billion dollar assets under management for reporting.
- Completed day-to-day audits to ensure accuracy in investment of over 30,000 accounts.
- Communicated with both broker and custodian sides to ensure settlement of trades.
- Executed changes to investment targets at Portfolio Manager request.
- Established new work-flow for executing high-wealth client contracts.
Technology Operations Intern
Alliance Bernstein
06.2017 - 12.2017
- Completed and reviewed daily reports for departmental oversight.
- Developed database in Access to track re-certification of over 100 procedures.
- Coordinated firm-sponsored event to raise funds for service animal organization.
Education
BBA - Finance
The University of Texas At San Antonio
San Antonio, TX12.2017
Skills
- Data Analysis
- Business Process Mapping
- Microsoft Office Suite
- Web-Based Reporting Tools
- Quality assurance
- Portfolio Asset Management System
- Process improvement
- Operational Assessments
Timeline
SMA Team Leader
AllianceBernstein
08.2023 - Current
SMA Analyst
Alliance Bernstein
01.2018 - 08.2023
Technology Operations Intern
Alliance Bernstein
06.2017 - 12.2017
BBA - Finance
The University of Texas At San Antonio