Bernadette Thomas Email & Phone Number

New Business Implementation: Analyst for over $20B global on-boarding and restructuring of client portfolios with over 99% successful settlement rate.Superior project management has lead to zero losses, increased client satisfaction, and additional revenue to the firm.Perform in-depth cost and regulatory analysis on pension assets in over 95 global markets.Manage the end-to-end transition of global pension portfolios under stringent deadlines and high-pressure situations.Experience with trade settlement for Fixed Income, Equities, futures, collateral and Cash/FX assets.Lead daily/weekly meetings with Investment Managers, JPM Clients, and internal teams to discuss portfolio structures, transition scenarios, and planning.Developed substantial knowledge of the end-to-end portfolio management process, broker-dealer relationships, global trading and settlement requirements, and the custodial framework.

-Managed & trained a team of 10 administrators ensuring accurate and timely Opening and Maintenance of accounts such as DDA’s, TDA’s, & Operational accounts both domestic & global.-Completed Performance Reviews for all employees, and provided daily & monthly reporting for upper management.-Worked closely with audit on all SAS 70’s -Worked closely with technology on various projects and enhancement, which resulted in the successful automation of accounts opening & maintenance, reducing overhead and implementing control to mitigate risk.-Maintained a highly professional and positive environment, which resulted in gaining the respect if staff and peers.-Developed relationships with business partners, which reduced turnaround time on requests and produced a positive impact to clients.-Prepared documentation and procedures and conducted training for the successful migration of the department to Mumbai.

-Managed & trained a team of 12 administrators ensuring accurate and timely trading and settlement of money market investments, account reconciliation and management reporting.-Administered the cash flows, reconciliations and investing activities of sweep investment portfolio totaling 90 Billion in average assets and 6 million of monthly revenue.-Automated various functions of cash sweep processing, which resulted in saving over 5hrs/day in manual input.-Worked directly with the Product & Investment managers to set up all house, Omnibus, and DDA.-Prepared and distributed daily and monthly, client and management reports. Completed any adhoc reports as requested. -Processed reinvestments, management fees (12B-1 fees), reclaims and interest adjustments monthly.-As the expert on cash sweep operations I worked on various projects requested by Executive Directors, SVP’s, VP’s, and addressed complex sweep issues with clients and administrators at all levels.-Worked on various Conversions, Implementations and On Boarding of various sweep products.

Orchestrated all activities related to the operational processing of checks and customer accounts.Supervised the training of fourteen staff members on various aspects of check processing. CPSC Terminal OperatorOperated Image and Conventional main Terminals, releasing balance reports and ACH jobs.Prepared daily reports on every day operations