Tania Garcia
North Bergen,NJ
Summary
Investment operations professional with experience supporting ETF and mutual fund trading, trade processing, cash and position reconciliation, and portfolio operations. Proven ability to identify and resolve trade discrepancies, maintain accuracy across high-volume workflows, and collaborate with banks and cross-functional teams in fast-paced financial environments. Strong analytical, organizational, and problem-solving skills with a proactive approach to operational efficiency.
Overview
11
11
years of professional experience
Work History
Senior Investment Trading Operations Associate
PGIM Investments
Newark, NJ
09.2023 - Current
- Execute and process ETF and mutual fund trades and portfolio allocations within established operational controls and deadlines.
- Perform daily trade and cash reconciliations, investigate discrepancies, and coordinate resolution of exceptions.
- Review market value and trade comparisons to ensure portfolio and pricing accuracy.
- Manage trade documentation and collaborate with banks and internal teams to support daily trading workflows and performance reporting.
Banking Relationship Specialist
ConnectOne Bank
Saddle River, NJ
03.2021 - 09.2023
- Implemented strategies to increase customer retention, enabling investment growth.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Marketing Intern
Elie Tahari
New York, NY
07.2020 - 03.2021
- Coordinated logistics for in-store promotional events and fashion shows.
- Assisted in developing marketing materials for seasonal campaigns.
- Managed internal communications and supported cross-functional teams.
- Assisted with showroom operations, including client relations and inventory tracking.
Bank Teller
M&T Bank
Jersey City, NJ
03.2016 - 07.2020
- Processed high-volume cash transactions and account activity.
- Ensured compliance with bank policies and regulatory procedures.
- Delivered strong client service and resolved account-related issues.
- Maintained accurate cash drawer balances and performed daily reconciliations.
Education
Bachelor of Science - Business Management
New Jersey City University, School of Business
Jersey City, NJSkills
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Bilingual (English & Spanish)
- ETF & Mutual Fund Trading Operations
- Trade & Cash Reconciliation
- Portfolio Operations
- Cross-Functional Collaboration
Timeline
Senior Investment Trading Operations Associate
PGIM Investments
09.2023 - Current
Banking Relationship Specialist
ConnectOne Bank
03.2021 - 09.2023
Marketing Intern
Elie Tahari
07.2020 - 03.2021
Bank Teller
M&T Bank
03.2016 - 07.2020
Bachelor of Science - Business Management
New Jersey City University, School of Business