Tabitha Halstead
Columbus,IN
Summary
Dynamic investment operations leader with extensive experience at Reams Asset Management, driving process improvements, and enhancing operational efficiency across 150 fixed income portfolios. Expert in client relations and reconciliation processes, fostering collaboration and mentoring teams to mitigate risks and optimize performance. Proven track record in delivering superior service quality, and supporting clients.
Overview
28
28
years of professional experience
Work History
Director of Fixed Income Operations
Reams Asset Management
Indianapolis, IN
01.2020 - Current
- Oversee operations of 150 institutional fixed income portfolios encompassing bonds, futures, credit default swaps, and currency forwards.
- Guide a team of twelve personnel with supportive leadership.
- Responsible for identification of operational risk and inefficiencies.
- Serve as a cross-functional leader for continuous process improvement.
- Liaise with clients, consultants, and internal teams to ensure superior service quality.
- Partner with custodians and fund administrators to support client portfolios.
- Responsible for all operational aspects of account openings, transfers, and terminations..
- Serve on mutual fund valuation committee.
Fixed Income Operations Supervisor
Reams Asset Management
Columbus, IN
01.2005 - 12.2019
- Led seven-person team during a period AUM growth of $9 billion.
- Enhanced collaboration between settlement and reconciliation departments through mentoring.
- Created comprehensive documentation for procedures.
- Engaged in ongoing collaboration with internal teams to optimize processing.
- Worked closely with portfolio accounting team to review and resolve performance variances.
- Supported the early phase of onboarding for futures and cleared derivatives.
- Facilitated custodian transfers for client portfolios.
- Provided support for internal and external audits.
Fixed Income Operations Associate
Reams Asset Management
Columbus, IN
10.1997 - 12.2004
- Performed precise reconciliation of financial transactions, holdings, and market values.
- Leveraged Bloomberg for investigating reconciliation variances.
- Worked with custodian to resolve variances promptly.
- Ensured timely dissemination of client reporting.
- Handled complete lifecycle of corporate actions.
- Facilitated processing and settlement of trades.
Education
High School Diploma -
Brown County High School
Nashville, IN05-1996
Skills
- Client relations
- Communication skills
- Multitasking and organization
- Process improvement
- Operational efficiency and risk management
- Cross-functional leadership
- Proficient in MS Office Suite
- Bloomberg
- Salesforce CRM
- Custodian and fund administration platforms
Success Highlights
- Led the conversion of holdings reconciliation from manual Excel entry to a proprietary database, resulting in a 50% reduction of time.
- Supported the implementation of Gresham Staars for transaction reconciliation, resulting in a 65% reduction of time.
- Supported a successful Portia accounting system conversion.
- Coordinated operational aspects for a successful launch of a UCITS fund and two private commingled funds.
- Developed an internal process for securities transfers, resulting in a 25% reduction in time allocated to transfer in-kind.
- Integrated corporate actions processing with parent company, resulting in a 80% reduction of team resources.
Timeline
Director of Fixed Income Operations
Reams Asset Management
01.2020 - Current
Fixed Income Operations Supervisor
Reams Asset Management
01.2005 - 12.2019
Fixed Income Operations Associate
Reams Asset Management
10.1997 - 12.2004
High School Diploma -
Brown County High School
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