Oversaw and managed diverse teams across Transition Management (global analytics and reporting), Brokerage support, and Securities Lending Front Office support, driving performance and ensuring alignment with organizational objectives. Spearheaded the development and management of key strategic and operational capabilities within Capital Markets, while maintaining strong relationships with onshore departments such as brokerage, traders, and securities lending. Provided mentorship and guidance to team members, equipping them with the necessary resources and support to excel.1. Directed both micro and macro activities encompassing strategy development, management, and operational enhancement of products and services, resulting in measurable growth and innovation within the Capital Markets division.2. Led the planning and execution of critical transitions, aligning with long-term global strategies to effectively support growth.3. Adapted to evolving technologies and industry demands by playing a pivotal role in Automation and Project Implementation efforts, continuously improving analytics and reporting suites to meet organizational needs. These enhancements led to increased efficiency, accuracy, and responsiveness in data-driven decision-making.4. Collaboratively developed and implemented a robust three-way reconciliation tool using Power BI for regulatory purposes, significantly streamlining data analysis and visualization processes. This tool reduced reconciliation time by approximately 75% and enhanced regulatory compliance.5. Monitored and analyzed the performance of complex analytical models, identifying and mitigating potential risks, contributing to continuous improvement of model accuracy and reliability.6. Effectively communicated critical model risk findings to the model risk team, delivering insights with clarity and precision. This ensured the stability and robustness of analytical models, reinforcing the organization's risk management framework.

Led a team of investment analysts in transition management analysis, ensuring precise execution and comprehensive reporting. Supported critical overlay services, including the analysis of inter-day cash balances, calculating and dispatching futures trades to Chicago for validation, and preparing detailed client reports. Played an instrumental role in developing a cutting-edge reporting suite, leveraging Python and VBA to enhance accuracy and efficiency. Contributed to the restructuring of client portfolios by meticulously collecting and analyzing investment data.1. Analyzed and compiled key investment metrics such as trade volumes, trading costs, stock-specific volatility, bond duration, credit ratings, and market capitalization, providing actionable insights for decision-making.2. Spearheaded the implementation of new policies, procedures, and controls, ensuring that all processing streams within the broker-dealer were efficient, effective, and fully compliant with corporate and regulatory requirements.3. Estimated implementation shortfalls using comprehensive data analysis, generating pre-trade reports and recommending trade strategies for review by strategists and clients, thereby enhancing trading outcomes.4. Developed and delivered post-trade reports that captured actual costs and evaluated trade efficiency and performance, including detailed attribution analysis at both the country and GICS sector levels.5. Conducted thorough analysis and reporting on the performance of trade execution and share repurchases against key benchmarks, such as interval Volume Weighted Average Price (VWAP), providing valuable insights to optimize trading strategies.

Employed in the Manager Sign Off department, a unique service model within Northern Trust's Accounting and Reporting practices division. Analyzed investment portfolios of institutional and sovereign clients managed by Investment Managers worldwide. Provided a distinctive service by comparing, analyzing, and reporting the custodian's and Investment Managers' valuations of all client portfolios to clients, based on GAAP and IFRS.1. Responsible for analyzing internal and external financial statements and reports, preparing detailed financial records.2. Assisted in developing training material related to financial reporting operations initiatives, as assigned.3. Gathered and interpreted financial information effectively and transformed complex data into meaningful and concise analyses while considering a broad spectrum of issues.4. Examined differences in accounting methodologies, pricing variations, and other factors between the custodian and Investment Managers that led to variations in portfolio valuations5. Collaborated closely with Investment Managers and asset servicing groups within Northern Trust to investigate and account for investment transactions such as buys, sells, corporate actions, dividend payments, ensuring accuracy and compliance.6. Proposed the conversion of the filing system from paper to PDF, an idea that was well-received by management, leading to streamlined future reference and audit processes, and significantly reducing both onsite and offsite storage costs.