Mary Kate O'Malley
Chicago,IL
Summary
Friendly and detail-oriented professional with a background in operations and several years of high volume customer service. Known for staying calm and thriving in high-pressure situations, due to an adaptable mindset and strong work ethic. In my operations role, I’ve supported workflow improvements, process automation, and high-volume client onboarding within a global asset management environment—including contributing to efficiencies. These experiences strengthened my ability to solve problems quickly, juggle competing priorities, and collaborate across teams to keep things running smoothly.
Overview
5
5
years of professional experience
Work History
Investment Operations Analyst, Separately Managed Accounts (SMA)
Nuveen, a TIAA Company
Chicago, IL
06.2023 - Current
- Managed full lifecycle onboarding of high-net-worth client accounts across multiple custodial platforms, ensuring accuracy, compliance, and timely execution.
- Partnered with Portfolio Managers, Client Service Associates, and custodians to coordinate account openings, transitions, data corrections, and maintenance tasks.
- Identified inefficiencies and contributed to workflow redesigns that improved operational speed and reduced risk.
- Resolved account discrepancies and provided proactive issue management to improve overall client experience and internal process reliability.
Server / Bartender
Innisfree Irish Pub
Tuscaloosa, AL
09.2021 - 05.2023
- Delivered high-quality service in a fast-paced, high-volume SEC college town bar and restaurant, consistently maintaining composure and professionalism during peak hours and game-day crowds.
- Collaborated closely with team members to manage large sections and coordinate timely food and beverage service in a high-pressure environment.
- Managed multiple priorities simultaneously, including order accuracy, drink preparation, and guest needs, without sacrificing service quality.
- Resolved customer concerns quickly and effectively, turning high-stress situations into positive guest experiences.
Education
Bachelor of Science - Commerce & Business Administration, Finance, Management, Wealth Management
The University of Alabama
Tuscaloosa, ALSkills
- Process improvement
- Analytical
- Strong communication
- Cross-functional collaboration
- Operational efficiency
- Customer service and satisfaction
- Flexible and adaptable
Affiliations
Nuveen Team Culture Champion
Timeline
Investment Operations Analyst, Separately Managed Accounts (SMA)
Nuveen, a TIAA Company
06.2023 - Current
Server / Bartender
Innisfree Irish Pub
09.2021 - 05.2023
Bachelor of Science - Commerce & Business Administration, Finance, Management, Wealth Management
The University of Alabama