Alyssa Tabachnick Email & Phone Number

Greater Boston Area

• Manage operation oversight and risk mitigation for mutual funds
• Reconciling cash and asset variances between custody and accounting
• Support reconciliation reporting to senior management
• Identify high risk exceptions and escalate to impacted parties
• Facilitate daily and weekly control calls with internal teams
• Partner with client service teams to track outstanding inquiries

Greater Boston Area

• Managed day-to-day operations for domestic disclosures.
• Ensured daily requests are completed timely and accurately.
• Worked closely with agents to reconcile issues.
• Collaborated with colleagues to complete ad-hoc requests.Reconciliation Officer, EnterpriseManaged day-to-day operations in production of cash and positions.
• Key point of contact for internal and external clients.
• Managed critical issues and assumed responsibility for resolution.

Greater Boston Area

• Completed internal daily audits of international and domestic corporate actions.
• Conferred with sub custodians to reconcile client account issues.
• Collaborated closely with colleagues to improve processes within the team.
• Collaborated closely with management to ensure potential issues are elevated.

Greater Boston Area

• Provided internal production support for XSP and GCAS corporate action systems.
• Assisted with inquiry investigations, system performance issues and client reporting.
• Supported our SWIFT messaging for both corporate actions and trades.
• Acted as a liaison between our IT department and the client service and operations teams.
• Collaborated with colleagues on special projects regularly.

Greater Boston Area

• Managed a seven person corporate action processing team.
• Interacted daily with sub custodians and various departments within the organization.
• Trained and developed staff and team members.
• Resolved client inquiries in a timely manner.
• Conducted performance reviews.
• Interviewed candidates for open positions.

Greater Boston Area

• Completed internal daily audits of international corporate actions.
• Conferred with sub custodians to reconcile clients’ accounts.
• Collaborated closely with colleagues to improve processes within the team.
• Trained and developed staff, team members and new employees

Greater Boston Area

• Performed daily relationship management activities with public fund clients as well as internal departments.
• Collaborated daily with vice presidents to resolve client account discrepancies.
• Prepared and delivered month end reports to clients.
• Act as a liaison between fund accounting groups and clients.

Greater Boston Area

• Managed a portfolio administration team consisting of nine employees.
• Maintained strong client relationships.
• Conducted employee performance reviews.
• Collaborated closely with training and developing staff.