• Managed and developed a Client Onboarding team of 2 Accenture Analysts based in Bangalore.• Oversaw all U.S. pool participant funding and termination events.• Coordinated complex client restructurings, dynamic asset allocation account changes, and large investments requiring transition accounts.• Created and maintained a procedures repository outlining unique onboarding scenarios and lessons learned.

• Orchestrated all U.S. pool participant funding events and augmented the client onboarding process.• Analyzed unique client exchange and funding requests and conceptualized instruction letters to facilitate these transactions.• Trained 2 Accenture Analyst located in Bangalore to support our team with onboarding functions.

• Refined client trade requests for portfolio managers, and coordinated trade schedules in the scope of international and domestic markets.• Regulated investments executed by the Money Market Trading desk, overseeing more than $300 million in short-term assets for repo trades; executed on a daily basis.• Supervised client cash activity at 6 of our custodian banks prior to instructing trades.• Resolved high priority cash exceptions causing discrepancies in our internal balances.• Designed 5 client request forms to standardize the cash transaction request process.• Developed a process to manage and report future settling large cash flow activity, for our institutional investors outside the US. This 6 month Salesforce project required extensive testing and simulation analysis.• Mentored 3 Co-Op interns, 6 month rotation period each, to support our team in reporting functions.• Introduced a team of 5 Analysts to Salesforce and reengineered our process for managing client transactions.

• Spearheaded the annual audit of the Cash Services team, assembling with the U.S. Compliance team, to present evidence of SOC1 compliance to external auditors.• Partnered with traders and portfolio analysts to redesign the repo reporting process. Succeeded in outpacing prior repo investment speed through the employment of synchronization tools and the grouping of accounts.

• Interpreted cash activity in non-domestic accounts and managed restricted currencies, reporting for FX not factored in the system.• Created a website for the International Wealth Management Team using HTML.➢RELATED PROJECTS• Trained 4 Financial Advisors on the adoption of SalesForce.com to manage client base and tasks. Studied the manual for this customer management tool and successfully transitioned Advisors to the new workflow.

• Created the presentation for the national sales conference on behalf of the sales team. • Participated in Market Development tracking for a major first edition title.• Searched for potential market opportunities and updated the intranet database.