Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shunta E Jones

Pearland,TX

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

29
29
years of professional experience

Work History

Program Coordinator 2

University Of Houston, Bauer College Of Business
Houston, TX
01.2023 - Current
  • Coordinated with Property Management to ensure timely and budget-friendly completion of annual and ongoing projects; overseeing department operations with efficiency, managing schedules for FIX-IT and IT tasks, voucher processing, and mail distribution. Also, maintained diligent monitoring of inventory levels while effectively communicating supply needs to management. Assigned tasks and goals to staff members, including Work-Study and Temporary employees, effectively prioritizing workloads.
  • Successfully managed program logistics by organizing upcoming events and meetings through diligent scheduling while handling administrative responsibilities, including reserving rooms, creating name badges, coordinating lunches, printing exams/papers for faculty members, and preparing seminar rooms.
  • Ensured smooth functioning of E-Par processing, essential for recruitment activities, while efficiently managing customer inquiries through both telephone conversations and in-person visits.

Data Management Specialist (Cost Accounting)

Invesco Ltd.
Houston, TX
01.2022 - 01.2027
  • Evaluated datasets for consistency, completeness, accuracy and resonableness; Supported development, enhancement and maintenance of multiple sets; Interacted with customers and other teams to obtain data requirements for new and existing applications.
  • Audited data on a regular basis and ensure date integrity, Implemented the new procurement process for up to date information.
  • Developed process improvements for data management activities.

Administration/ Finance Temp

Adroit Partners LLC
Houston, TX
01.2022 - 01.2023

Portfolio Administrator (NON- US Market)

Invesco Ltd
Houston, TX
01.2001 - 01.2022
  • Calculated investable cash for traders and portfolio managers, and resolved discrepancies within established deadlines. Resolved all escalated positions exceptions prior to market open and confirmed all trades utilizing various internal and external applications.
  • Liaised with brokers, custodians, and internal departments in order to resolve any trade-related issues. Monitored and resolved all trade fails.
  • Utilized custodian, fund accounting, and other third-party systems to resolve inquiries and exceptions for daily and/or monthly reconciliations.

Administrative Support Temp

Addison Group
Houston, TX
07.2021 - 10.2021

Reg. Client Services Representative

Invesco Ltd
Houston, TX
01.1998 - 01.2001
  • Applied standard procedural solutions and utilized internal resources to address client needs and ensure timeliness and accuracy of work. Responded in a professional, timely, and empathetic manner to both telephone and written inquiries from internal and external clients. Places outbound calls as needed to obtain information and provided solutions to clients, appropriately documented the phone call.
  • Stayed current with all products, fund changes, fraud warnings, and all other policy and procedure changes that could affect one's ability to produce quality work.
  • Processed incoming mail requests, including but not limited to: new accounts, purchase redemptions, transfers, exchanges, and maintenance.

Education

BBA - Finance

Texas Southern University
Houston, TX
05.1994

Skills

  • Team Oversight
  • Vendor Management
  • Standard Operating Procedures
  • Scheduling proficiency
  • Office Administration
  • Financial Administration
  • Referral Coordination
  • Human resources understanding
  • Training Coordination

Timeline

Program Coordinator 2

University Of Houston, Bauer College Of Business
01.2023 - Current

Data Management Specialist (Cost Accounting)

Invesco Ltd.
01.2022 - 01.2027

Administration/ Finance Temp

Adroit Partners LLC
01.2022 - 01.2023

Administrative Support Temp

Addison Group
07.2021 - 10.2021

Portfolio Administrator (NON- US Market)

Invesco Ltd
01.2001 - 01.2022

Reg. Client Services Representative

Invesco Ltd
01.1998 - 01.2001

BBA - Finance

Texas Southern University
Shunta E Jones