Suzy Simonyan
Los Angeles,CA
Summary
Results-driven Assistant Vice President for Cash Control Operations. Experienced in day to day investment trading, reporting, auditing and management. Well-versed in bank account management and daily operations.
Overview
13
13
years of professional experience
Work History
Assistant Vice President, Investment Operations
TCW
09.2019 - Current
- Manage and lead daily cash investments and operations.
- Calculate and trade high volume of money market funds.
- Audit, research and reconcile daily cash trades to ensure accurate portfolio monitoring for existing and new fund flows.
- Work closely with project management team for onboarding/converting ETFs and Mutual funds.
- Analyze investment trends and report to front office.
- Handle cash trades and reporting for all Fixed Income, Equity, Mutual fund, and Emerging Market funds.
- Review, book and instruct daily trade tickets with custodians for foreign trade transactions.
- Internally communicate with other members of Reconciliation, Bank Loan Settlements, Trading Desk, Domestic Settlements, and Derivative Settlements groups to ensure that trades and cash flows are being accurately recorded.
- Calculate and report non-standard cash flows, payments, and fees.
- Cultivate positive relationships with bank custodian contacts and work proactively to correct data inaccuracies with custodians.
- Follow company policies, procedures, and practices for accurate recordkeeping and loss prevention.
- Successfully navigated a system transition.
- Evaluate, test and execute current processes for efficiency and find ways to streamline current processes.
- Train and mentor onboarding employees.
Universal Banker 2
U.S. Bank
06.2014 - 05.2019
- Adhered to all bank policies and federal regulations to guarantee consistency and quality of work.
- Advised and educated customers regarding deposit account services, checking, savings, CDs, IRAs, and other investment products.
- Opened deposit and investment accounts and completed loan/ line applications.
- Highest sales of the branch numerous months in a row.
- Represented bank at community events to establish strong ties and promote business.
- Ability to analyze customer credit data and other related financial information.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Located and pre-qualified customers for mortgages.
- Created, edited, and applied branch schedules and payroll for employees.
- Constructed and presented presentations for district-level meetings.
Administrative Assistant
Alex Graphics
08.2012 - 09.2014
- Acted as liaison between clients and scheduled appointments.
- Typed, faxed, e-mailed, proofread and filed documents.
- Developed marketing strategies to strengthen client relationships through social media.
- Assist with vendor payments and mailing of invoices.
- Conducted all business banking transactions.
- Recommended additional products to meet customer satisfaction.
Education
Bachelor of Science - Finance
California State University, Northridge
Northridge, CA05.2018
Skills
- Microsoft Office
- Leadership
- Precision and accuracy
- Proactive and self-motivated
- Financial and trading research and recordkeeping
- Investment trading and allocation
- Time management
- Communication
Timeline
Assistant Vice President, Investment Operations
TCW
09.2019 - Current
Universal Banker 2
U.S. Bank
06.2014 - 05.2019
Administrative Assistant
Alex Graphics
08.2012 - 09.2014
Bachelor of Science - Finance
California State University, Northridge
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