I joined the Jobcase team in March 2019 from ~two decades in institutional financial services. I am thrilled to dive into a new industry and start learning and growing with this company.
Praises help jobseekers showcase strengths and stand out to employers.
Developed, consulted on, and built scalable operations for a suite of seven unique financial technology (fintech) and information-based financial products: worked with thought leaders on concept expansion, coordinated with product managers on go-to-market strategies, supported third-party partnerships and services, liaised with IT and infrastructure for technical development / deployment and project management, facilitated marketing and PR for production release(s), dynamically built support teams, and ensured operational business-as-usual in a highly regulated industry with rapidly evolving standards for technology and information security
Led client initiatives to improve data quality, structure, and governance; with a specific focus on portfolio construction and front office applications, data requirements for new asset management products, risk-related projects, and market data vendor relationships
Responsible for all aspects of client P&L for the largest general partners within Private Equity (PE) fund-of-funds, combined total of US$30 billion in assets under administration overseeing fund accounting operations and working paper deliverables for investment valuations, general ledger accounting, investor allocations, capital statements, custody and cash flows, and audit preparation
Key player and contributor in the business design and development of various applications for Client Relationship Management (CRM), new business tracking, and revenue change capture tools; acting as business analysts, on-site application trainer, business and data lead, and team manager
Human rights organization with a mission to support persons with disabilities around the world to build diverse movements, ensure inclusive development agendas, and achieve equal rights and opportunity for all.