Driven and passionate analyst with a solid track record of exceeding expectations and improving business processes
Overview
10
10
years of professional experience
1
1
Certification
Work History
Vendor Analyst
Fidelity Investments
09.2022 - Current
Efficiently maintain and lead all aspects of market data expenses and provide oversight for market data and research vendors
Provide high-level administration of market data inventory, reconcile, and process vendor invoices
Investigate and resolve discrepancies, process user and service requests, and ad hoc reporting requests
Collaborate with internal business partners such as Corporate Accounts Payable, Finance, and participate in internal and external audit reviews
Assist in the development of annual budgets by providing accurate forecasting of vendor-related expenses
Fund Operations Analyst
Fidelity Investments
01.2021 - 09.2022
Researched and validated mutual fund impacts using accounting systems to properly account for shareholder's interest while maintaining the business's reputation
Performed a high volume of daily tasks associated with fund accounting, data management, trade processing, and regulatory reporting
Performed project work in an agile environment and identified areas for operational improvement
Participated in the development of cross-divisional business initiatives
Financial Services Representative
Fidelity Investments
10.2018 - 01.2021
Provided outstanding customer service, education and communication to Fidelity's Defined Contribution and Tax-Exempt Market participants
Assisted customers with website navigation and technical issues
Assisted customers with mutual fund exchanges and rebalances, rollovers, withdrawals, and loan transactions
Collaborated with other departments to provide seamless service delivery for complex customer requests
Monitored changes in financial markets and kept customers informed of latest developments
Became a 'Peer Guide' and trained classes of new representatives
Monitored and graded phone calls to provide necessary feedback and coaching
Detected potential fraudulent situations to determine if escalation to Fraud was necessary
Head Lifeguard
Keller I.S.D Natatorium
06.2014 - 10.2018
Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support
Trained and managed team of lifeguards on pool safety and risk management protocols.
Assisted water safety instructor for elementary school age students
Assisted the physical needs of swimmers in therapy class
Enhanced swimmer safety by enforcing pool rules and regulations consistently.
Streamlined administrative tasks by implementing efficient record-keeping systems for attendance, incident reports, and maintenance logs.
Conducted maintenance checks and repairs regularly on pool equipment to enhance safety.
Performed pool tests, recorded results and adjusted chemical levels to reach appropriate measurements.
Prepared pool and pool area for swim meets - included configuring lane ropes, setup and tested operation of electronic scoring system, configured bleachers for spectator seating
Assisted in setting up events and ensuring a pleasurable and safe experience for guests
Provided front desk support, assisted guests with check-in, and answered incoming phone calls.
Outside Services Associate
Timarron Country Club
09.2015 - 05.2016
Cleaned, charged, stocked and stored club golf carts
Maintained driving range
Provided customer service to club members
Cleaned club members' golf clubs
Led the evening crew
Helped club members with issues during golf rounds.
Education
B.S. Finance - Finance
Southern New Hampshire University
05.2022
Associate of Business Administration - Business Administration
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)