Goal oriented, self-motivated, fast learning technology sales professional looking to join a team focused on growth. Highly effective in implementing and measuring processes within a rapid growth Go-To-Market sales organization, looking to leverage this experience within a well established organization. Extremely detail oriented and organized from working in asset management, but having natural curiosity and resourcefulness to help prospective clients find data solutions.
• Monitor per share impact and verify daily securities transactions for client Mutual Funds
• Act as direct contact for client to process and submit requests for new transactions
• Strike daily Net Asset Value to submit to NASDAQ exchange for over 40 Mutual Funds
• Create and submit various tax reports to regulatory bodies on behalf of client
• Conduct research using Bloomberg Software on market movements for individual securities
• Generate daily performance reports for client funds and holdings
• Daily processing of corporate actions and cash flow management for client funds