Stephanie Armbruster Email & Phone Number

Riverside, IA, US

Cedar Rapids, Iowa Area

Cedar Rapids, Iowa Area

Greater Chicago Area

• Manager of 6 person global team supporting over 700 alternative investment funds with greater than $160B in assets under management.
• Primary contact for the AI Technology team to drive enhancements, make design recommendations, perform testing and sign off prior to releasing upgrades to the Common Register system.
• Effectively managed third party vendor relationships to ensure timely and accurate generation, mailing and reconciliation of standard client alternative investment… Show more
• Effectively managed third party vendor relationships to ensure timely and accurate generation, mailing and reconciliation of standard client alternative investment reports (K1s, cap statements, financials, etc.), as.
• Implemented new issue eligibility monitoring standards for participating hedge funds.
• Worked with internal contacts and external audit firms to fulfill SSAE 16 requests.

Greater Chicago Area

• Team lead of 6 person team
• Worked as part of a cross-functional team to design, test, and implement the Common Register to synchronize internal investor data with external data held at the fund administrator across all alternative investment.
• Responsible for investor subscriptions, redemptions, and transfers for monthly and quarterly funds; liaise with Sales, Legal & Compliance on vetting of documents, new account opening, trade entry and trade approval.
• Coordinated… Show more
• Coordinated private equity fund closes ensuring systems were updated with all necessary client and fund data in order to successfully call/distribute capital and track/report fund activity to clients.
• Successfully designed and implemented a quality control program to analyze and minimize risk involved with team activities.

Greater Chicago Area

• Established new client relationships and provided exceptional back office support for Institutional clients within the Bank and Corporate channels.
• Analyzed required paperwork to ensure compliance with firm requirements and the US Patriot Act.
• Researched and reconciled rejected trades for Private Wealth Management.
• Served as both Bank and Corporate Liaisons between Operations and Sales teams.
• Trained new hires within Operations team.
• Fielded variety of questions from… Show more

Denver, CO

• Processed approximately 75 IRA transfers electronically per day through TORA system.
• Fielded approximately 15 phone calls per day from Investor Services regarding transfer of IRA assets.
• Purchased checks for IRA contributions and transfers on behalf of shareholders.
• Verified IRA transfer requests by contacting various resigning trustees.
• Wrote and performed quality control for outgoing letters to shareholders.