Tasha Agro
West Hartford,CT
Summary
Talented Assistant Director with expertise in program management and special projects. Proficient in financial administration and training. Bringing 17-year track record of success in Finance industry.
Overview
13
13
years of professional experience
Work History
Assistant Director
SS&C Technologies, Inc.
2013.06 - Current
- Streamline communication between fund managers, investors, and internal administrators to foster a collaborative service environment.
- Work closely with C-suite executives to provide real-time updates on incoming investor subscriptions and upcoming investor withdrawals, ensuring accuracy of data pertinent to the Fund's Investment Management trading decisions.
- Oversee the recruitment, hiring, and onboarding process for new employees to maintain a high-quality trained staff.
- Drive new client launches and conversions, handle all aspects of onboarding across entire service platform and related applications in time for new fund launch and 'go live' dates.
- Implement effective conflict resolution strategies for resolving issues among fund managers, investors and staff escalations.
- Ensure compliance with SEC and Anti-Money Laundering regulations in all aspects of investor relations activities.
- Educate new employees about investor relations best practices, current internal policies and external regulations ensuring consistency within the department.
- Facilitate investor relations, effectively communicate financial results and current performance to investors via proprietary investor web portal.
- Assist in the preparation of monthly investor statements, effectively communicate current performance to shareholders.
- Support senior management in building investor relations programs, integrate AI initiatives within production environment resulting in improved relationships with key stakeholders.
- Enhance investor relations by effectively managing and maintaining accurate reporting data to Fund Managers.
- Improve investor relations by creating transparent communication channels that facilitate timely responses to inquiries or concerns.
- Maintain up-to-date knowledge on industry regulations affecting investor relations activities, enabling prompt adaptation to changing requirements when necessary.
- Manage investor relations by providing regular updates on fund performance, addressing inquiries, and maintaining open lines of communication between stakeholders.
- Provide timely, accurate financial data for use in board presentations, investor relations communications, and other stakeholder interactions.
- Participate in client board meetings, present quarterly updates to Board of Directors on behalf of Fund, responding to questions regarding recent investor activity, compliance issues and whether Funds are currently in compliance with pertinent Anti-Money Laundering and FATCA/CRS regulations and upcoming reporting deadlines.
- Establish strong relationships with external partners such as banks, investors, and auditors to secure funding sources and maintain compliance requirements.
Assistant Manager
GlobeOp Financial Services, LLC
2011.05 - 2013.06
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained existing client relationships, by staying organized and keeping ahead of client deliverables to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records for source of funds criteria, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Performed thorough reviews of all investor activity requests and ensured all regulatory requirements were met prior to processing transactions in the share registry.
- Initiated, reviewed and cleared investor background screenings; remediated negative news sanctions and adverse media results.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Education
Bachelor of Arts - Economics
University of Connecticut
Storrs, CTSkills
- Staff Management
- Customer Service
- Strategic Planning
- Data Analysis
- Regulatory Compliance
- Project Management
- Financial Administration
- Operations Management
- Contract Management
- Organizational Skills
- Problem-solving abilities
- Written Communication
Timeline
Assistant Director
SS&C Technologies, Inc.
2013.06 - Current
Assistant Manager
GlobeOp Financial Services, LLC
2011.05 - 2013.06
Bachelor of Arts - Economics
University of Connecticut
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