Summary
Overview
Work History
Education
Skills
Websites
Certification
Additional Value
Timeline
Generic

LANRE YUSSUF

Charlotte,USA

Summary

Dynamic leader with expertise in credit and alternative assets lifecycle. Proven track record in process optimization and team leadership, driving efficiency improvements by 20%. Skilled in stakeholder engagement and translating complex issues into actionable insights, enhancing operational controls and strategic initiatives.

Overview

14
14
years of professional experience
2
2
Certifications

Work History

Assistant Vice President, Securities Operations

Wells Fargo
Charlotte, USA
05.2025 - Current
  • Lead oversight of reconciliation processes across credit and alternative investment portfolios, ensuring high-quality, accurate data delivery to portfolio managers and investment teams.
  • Serve as primary escalation contact for complex discrepancies involving custodians, trustees, and agent banks; consistently drive timely resolution of breaks and reduce operational risk exposure.
  • Partner directly with traders, portfolio managers, and front office stakeholders to resolve trade issues, settlement breaks, and lifecycle discrepancies.
  • Oversee loan lifecycle events, including restructurings, amendments, extensions, paydowns, and multi-currency rebuilds across syndicated and private credit investments.
  • Monitor and govern WSO data and transaction integrity, proactively identifying discrepancies and coordinating with service providers to remediate issues.
  • Manage daily cash and currency positions, evaluating funding needs and supporting FX spot/forward adjustments while communicating impacts to investment teams.
  • Review and approve operational, compliance, and management reporting, ensuring completeness, accuracy, and alignment with regulatory standards.
  • Deliver daily cashflow projections and reporting to portfolio managers and analysts, enabling informed investment decisions.
  • Drive continuous process improvements, enhancing controls, reducing manual touchpoints, and increasing scalability of trade and closing operations.
  • Lead team development through performance reviews, one-on-one coaching, and targeted training, strengthening team capability across credit products and systems.
  • Maintain and enhance operational procedures and documentation across settlement, restructuring, onboarding, and liquidation workflows.
  • Led cross-functional teams to implement strategic initiatives across business units.
  • Supported senior leadership by reviewing and prioritizing strategic initiatives.

Senior Associate – Team Lead

Goldman Sachs
Salt Lake City, USA
05.2024 - 05.2025
  • Managed end-to-end trade lifecycle, ensuring timely execution support, accurate settlement, and thorough reconciliation across institutional portfolios.
  • Acted as escalation lead for trade breaks, settlement issues, and cash discrepancies, improving resolution turnaround and minimizing risk.
  • Oversaw syndicated loan operations and deal accounting, including funding, allocation, and lifecycle tracking.
  • Collaborated with DTCC, Euroclear, and internal stakeholders to achieve seamless settlement and ensure accurate transaction processing.
  • Led initiatives to automate reconciliation and reporting workflows, improving efficiency by 20% and reducing operational errors.
  • Supervised and mentored analysts, promoting accountability and continuous improvement to enhance team performance.

Business Analyst / Project Manager

Sizil Properties, LLC
Kennesaw, USA
05.2021 - 04.2024
  • Spearheaded process transformation initiatives focused on improving operational efficiency, scalability, and data accuracy.
  • Partnered with cross-functional stakeholders to design and implement system improvements, aligning business needs with operational capabilities.
  • Evaluated workflows and implemented enhancements to optimize investment operations, onboarding, and transaction processing.
  • Utilized data analysis and reporting tools to identify inefficiencies and recommend targeted improvements.
  • Developed and maintained standard operating procedures and controls to ensure process consistency and compliance.

Personal Banker

Fifth Third Bank
Atlanta, USA
06.2018 - 04.2021
  • Identified and implemented process improvements that reduced inefficiencies by 25% and enhanced customer experience.
  • Cultivated relationships with clients and internal stakeholders to address issues and optimize operations.
  • Facilitated transaction processing, reconciliation, and account management, ensuring accuracy and compliance with regulatory requirements.

Process Improvement Manager

Guaranty Trust Bank
Lagos, Nigeria
01.2012 - 01.2017
  • Delivered measurable cost savings through process redesign, automation, and efficiency improvements.
  • Led enterprise-wide initiatives optimizing trade processing, reconciliation, and financial operations workflows, enhancing overall efficiency.
  • Designed and implemented controls to strengthen cash management and operational risk frameworks.
  • Managed and developed teams, providing training and mentorship to improve performance and operational effectiveness.

Education

MBA - Candidate

Eastern University
04-2026

Bachelor of Science - Computer Science

The Polytechnic
Ile-Ife, Nigeria

Skills

  • Securities Settlement
  • Trade & Cash Reconciliation Oversight
  • Liquidity Management
  • Credit Risk Assessment
  • Credit & Alternative Assets Lifecycle
  • Compliance Reporting
  • Risk Reporting
  • Data Quality Management
  • Exception Management
  • Operational Controls
  • Liquidity Oversight
  • Currency Risk Management
  • Transaction Monitoring
  • Process Automation
  • Advanced Excel
  • Asset Management
  • Debt Structure Analysis
  • Operational Resilience
  • Process Optimization
  • Automation
  • Contract Management
  • Vendor Management
  • Front Office Engagement
  • Stakeholder Coordination
  • Cross-Functional Collaboration
  • Stakeholder Engagement
  • Continuous Improvement
  • High-growth environments
  • Strategic initiatives
  • Mentorship Program
  • Professional Development
  • Operational issue translation
  • Operational issue translation

Certification

  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • Professional Scrum Master (PSM)

Additional Value

  • Strong understanding of credit product mechanics, private credit structures, and alternative investments
  • Proven ability to lead teams through change, transformation, and high-growth environments
  • Expertise in balancing daily BAU operations with strategic initiatives and long-term improvements
  • Effective communicator with the ability to translate complex operational issues into actionable insights for stakeholders

Timeline

Assistant Vice President, Securities Operations

Wells Fargo
05.2025 - Current

Senior Associate – Team Lead

Goldman Sachs
05.2024 - 05.2025

Business Analyst / Project Manager

Sizil Properties, LLC
05.2021 - 04.2024

Personal Banker

Fifth Third Bank
06.2018 - 04.2021

Process Improvement Manager

Guaranty Trust Bank
01.2012 - 01.2017

MBA - Candidate

Eastern University

Bachelor of Science - Computer Science

The Polytechnic
LANRE YUSSUF