Reda Dakkak

• Met with institutional asset manager clients to understand investment processes, needs, and pain points, and applied FactSet solutions to enhance their analysis and reporting workflows
• Led cross-functional project teams to design and implement standardized processes for client investment teams
• Traveled onsite to visit clients to discuss projects and investment workflows, and how to best utilize FactSet's software in ways tailored to their day-to-day processes
• Acted as a liaison between clients and internal teams to address software issues, reconcile discrepancies, and coordinate requests for data access, corrections, and platform enhancements
• Conducted group client demonstrations highlighting FactSet’s core functionality, analytics, and AI-enabled features
• Collaborated with the Sales team to understand client objectives and communicate opportunities identified through ongoing client engagement

• Conducted comprehensive technology risk assessments to evaluate IT general controls and application controls.

• Met with management of the Personal Banking and Wealth Management department frequently to perform walkthrough of controls to understand and assess the in-scope controls being used by the department to mitigate the risks.

• Performed Operation Effectiveness Testing to verify the functionality of internal controls, ensuring compliance with industry standards and regulations, and mitigating potential risks.

• Developed detailed testing procedures to systematically evaluate the design and implementation of internal controls,

identifying potential weaknesses and recommending practical solutions