Alexis Briggs Email & Phone Number

New York, Ny, Us

New York, Ny, Us

PM of the Investor Portal (BXAccess and BXWealth)

Zurich, Ch

Lead Product Manager for a financial technology firm that bridges tradfi and defi by issuing exchange traded products that provide exposure to digital assets. Led 2 separate product verticals: 1) Proprietary trading platform to facilitate internal crypto trading needs and an early-stage 1M prop fund. 2) People manager for a new business line (0-1 build in payment solutions).

New York, New York, Us

Product manager for a financial technology platform that supports enterprise, family offices, and RIAs in performance reporting and portfolio construction. Worked with executive leadership to create strategic product objectives that align with the goals of the organization. Collaborated with stakeholders and cross-functional leaders on GTM programs.o Designed concise product specifications, ensuring clear presentation of business requirements to engineering teams on complex features including PortfolioCenter-to-Addepar conversion tooling suite and user interfaces to manage the rules of custodial data transformation in the Addepar data pipeline.o Acted as product manager for 2 engineering teams.

Berwyn, Pennsylvania, Us

Product manager for financial technology platform that supports RIA firms. Worked with executive team to create strategic product roadmap that aligns with goals of the organization. Synthesized business requirements to drive design of features and enhancements for Tamarac platform.o Collaborated with system architects and development teams to assess cost-to-value implementation plans.o Worked with customers to establish business use cases to design enhancements that drive the profitability while ensuring compliance with regulators and corporate controls.o Created and provided product analysis reports on feature adoption, workflow efficiency, and value-added to clients.o Created comprehensive go-to-market strategies, including internal product training to ensure success of the client support, implementation, and operation teams.o Designed data integrity tools and workflows to ensure quality, performance reporting-ready data is integrated into the Tamarac platform.o Designed enhancements and features for Tamarac's Trading & Rebalancing product.

Berwyn, Pennsylvania, Us

Berwyn, Pennsylvania, Us

Berwyn, Pennsylvania, Us

Aggregated, reconciled, and audited portfolio accounting data daily for 7 RIA firms with an aggregate 2.3 billion AUM across 5,700 accounts. Prepared performance-ready data including lot level holdings, price history, and transaction activity. Designed and maintained automated processes to support to portfolio accounting system workflows.

Seattle, Washington, Us

(Cost, Pricing, and Performance Team). Reconciled trade data for tax lot accounting. Directed communication and trade instructions with custodians, advisors, and portfolio managers regarding execution of portfolio actions including facilitation of trades to achieve specific gain/loss objectives, reconciling holding period duration of tax lots, and managing the specifications of asset withdrawals. Compiled, mapped, and analyzed trade data through independently designed SQL databases.o Created data architecture and quantitative controls to balance lot level cost, audit corporate actions, and reconcile the close method of trades for 11,000+ accounts across 40+ custodians.o Developed and implemented mathematical algorithms to identify discrepancies in equity positions at varying thresholds.o Provided insight into and adjusted data for issues including disparities in exchange rates, return of capital, acquisition and spinoff processing, commission schedules, and rights issuances.o Facilitated pricing of 14,000+ equity and derivative securities for daily AUM calculation.

New York, Ny, Us

Analyzed, researched, and performed data integrity revisions for financial CRM system. Capitalized on technical skills to execute data scrubbing, data aggregation, and systematic quality assurance controls.o Collected data from international and independent regulatory agencies including FINRA, IIROC, and IARD.o Synthesized proprietary data with external data vendors' records.

Prepared legal records for clients, obtained and tracked discovery from district attorney office, revamped electronic file management system, and assisted in client communication.o Implemented electronic improvements and database automation increasing the efficiency of record maintenance (reduced total task time 86.8%).

Seattle, Wa, Us

Analyzed, implemented, and maintained financial software for risk analysis and overlay services. Developed competency in statistical analysis, workflow efficiency, and risk analysis software. Built documentation and communication platforms for information distribution through MS SharePoint.o Designed user access procedures for the three-layered proprietary data system integrating both structural components of accounts and the enterprise-wide technology management system (OPAS).o Provided data integrity assurances and error resolution for utilities translating raw data through Axioma risk analysis software to a final general user interface.

Bachelor Of Arts (B.A.), Political Science

Bachelor Of Business Administration (B.B.A.), Finance