Nadine Steele
Tacoma
Summary
Investment operations professional with experience in institutional fund execution, trade lifecycle management, clearing, reconciliation, custody/settlement operations, and fiduciary-style financial oversight across multi-asset environments. Background spans asset management, brokerage clearing, and advisory services with equities, fixed income, mutual funds, hedge funds, derivatives and private equity structures. Strong expertise in operational controls, risk management, accuracy, and governance aligned with institutional and public investment standards.
Overview
27
27
years of professional experience
Work History
Portfolio & Real Estate Investments
Independent Investor
01.2022 - Current
- Manage diversified investment portfolio and real estate holdings
- Conduct asset allocation, liquidity management, and performance monitoring
- Perform independent investment analysis and risk assessment across public and private assets
Fund Execution Specialist
Schroders
Zurich
01.2019 - 01.2022
- Executed institutional fund operations across mutual funds, hedge funds, and private equity structures
- Managed trade execution, allocation, settlement coordination, and full trade lifecycle processing
- Performed cash and position reconciliation across custodians, administrators, and internal systems
- Ensured settlement accuracy, data integrity, and operational risk control compliance
- Held authorised signatory authority for settlement and banking instructions
- Zurich, Switzerland
Self-Employed Owner
E-Commerce Business
01.2009 - 01.2019
- Owned and operated full-cycle e-commerce business (finance, logistics, operations)
- Managed cash flow, payroll, inventory, reconciliation, and vendor contracts
- Negotiated logistics agreements with carriers (including FedEx)
- Supervised and trained a 5-person operations team
- Implemented internal controls and process improvements
- Fitness & Nutritional Supplements
Fund Dealer
Schroders
Zurich
01.2006 - 01.2009
- Executed fund dealing across mutual funds, hedge funds, and private market instruments
- Managed trade execution, allocation, and settlement coordination
- Ensured reconciliation of cash and positions across counterparties and administrators
- Supported regulated investment operations and trade governance processes
- Zurich, Switzerland
Clearing Associate
Interactive Brokers
Zug
01.2001 - 01.2006
- Managed post-trade clearing, settlement, and reconciliation for equities, derivatives, and fixed income
- Coordinated with banks, custodians, and counterparties across European markets
- Executed settlement instructions under controlled operational frameworks
- Held Swiss Stock Exchange (SIX) Clearing Certification
- Zug, Switzerland
Financial Advisor
Morgan Stanley
Beverly Hills
01.1999 - 01.2001
- Provided advisory services across equities, fixed income, mutual funds, and insurance products
- Managed client portfolios, asset allocation, and securities execution
- Delivered investment education workshops on portfolio construction and risk management
- Held FINRA Series 7 license
- Beverly Hills, CA
Education
Associate of Arts - Pre-Professional
Edmonds Community College
Lynnwood, WABiology
University of Washington
Seattle, WASkills
- Investment operations
- Trade lifecycle management
- Cash reconciliation
- Custody & settlement
- Fixed income
- Equities
- Fiduciary governance
- Operational risk management
- Portfolio oversight
- Regulatory controls
- compliance adherence
Timeline
Portfolio & Real Estate Investments
Independent Investor
01.2022 - Current
Fund Execution Specialist
Schroders
01.2019 - 01.2022
Self-Employed Owner
E-Commerce Business
01.2009 - 01.2019
Fund Dealer
Schroders
01.2006 - 01.2009
Clearing Associate
Interactive Brokers
01.2001 - 01.2006
Financial Advisor
Morgan Stanley
01.1999 - 01.2001
Associate of Arts - Pre-Professional
Edmonds Community College
Biology
University of Washington