Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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TIFFANY GREEN

TIFFANY GREEN

Aurora,IL

Summary

My role involves as an Investment Operations Specialist is to oversee and manage the day-to-day operations of investment products and ensuring that all transactions are executed accurately and efficiently. I work closely with traders, portfolio managers, and other stakeholders to ensure that investment strategies are implemented according to plan. It's a challenging and rewarding job, and I take pride in helping our clients achieve their investment objectives. Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Versatile team player with exceptional success at leading both businesses and individuals into unprecedented financial growth.

Overview

8
8
years of professional experience
4
4
years of post-secondary education

Work History

Investment Operations Specialist

Prudent Man Advisors
04.2018 - Current
  • Ensures financial data accuracy, integrity, and consistency of information as well as preparation of organized documentation of results and data sources used
  • Develops plans of actions and decisions based on analysis reporting
  • Conduct wires and approve receipt of fund activity by utilizing assigned passwords, PIN Numbers, Bank Tokens and/or other processes to perform and authorize activity
  • Execution of daily balancing responsibilities for managed funds at the start and end of the day
  • Collaborate with Legal, Compliance, and Risk partners to ensure solutions are within regulatory guidelines
  • Provides analytical support to profitability analysis, business review presentations and other sales r marketing analysis requests.

Fraud Claims Specialist

Republic Bank of Chicago
09.2015 - 08.2017
  • Submitted claims to financial institutions for recovery of funds by thoroughly and accurately verifying all information gathered to determine validity of claims
  • Routinely performed fraud analysis and investigations to prevent losses that occur through check, credit card, and forgeries
  • Prepared and presented analysis of data both orally and in written form to leadership for strategic planning
  • Exchanged investigative information with government agencies and law enforcement to ensure due diligence and accurate reporting are performed to reduce bank losses
  • Assisted in the daily monitoring of financial services data to identify specific transactions which may present anti-money laundering (AML) and suspicious activity
  • Communicated with other regulatory agencies to meet mandates as required for report finalization.

Education

B.A. in Criminal / Social Justice -

Lewis University
01.2007 - 05.2011

Skills

  • Communication skills
  • ERP/GAAP Systems
  • Problem-solving skills
  • Organization and time management skills
  • Account Reconciliation Skills
  • Microsoft Office
  • Cash Management
  • Investment Strategies

Personal Information

Title: Investment Operations Specialist

Timeline

Investment Operations Specialist

Prudent Man Advisors
04.2018 - Current

Fraud Claims Specialist

Republic Bank of Chicago
09.2015 - 08.2017

B.A. in Criminal / Social Justice -

Lewis University
01.2007 - 05.2011
TIFFANY GREEN