- Serve as Investment Systems Analyst and Systems Admin

• Technicalo Act as system administrator for order management systems and robotic process automation softwareo Oversee testing and implementation of upgrades to current softwareo Automate repetitive manual tasks using RPA software and/or VBAo Create queries, user dashboards, and blotters using SQL and Charles Rivero Develop reports in Charles River, Crystal Reports, and SSRS using SQLo Troubleshoot user software issues, review logs, and maintain documentation of common fixeso Document various dataflows using Visioo Set-up and train new users• Process Improvemento Continuously collaborate with members of trading, portfolio management, and operations to identify and implement workflow improvementso Created an operations dashboard in Charles River, providing real-time updates for their most important workflows and streamlining a lengthy end-of-day tie-out processo Developed XML maps for use with Charles River Excel API that allows Operations to update mass amounts of data that would otherwise need manually hand-codedo Automate time consuming daily and monthly reconciliations for Operationso Collaborated with Charles River SaaS team to develop an automated process for ad-hoc model uploadso Manage projects involving multiple third-party teams to coordinate data delivery and develop processeso Research new offerings and enhancements to current systemso Complete UAT testing for new functionality and alternative workflows• Investment Operationso Assist trading and portfolio management teams in ensuring accurate trades are communicated to brokers, custodians, fund accountants, and other third-party service providerso Developed the process for organizing and documenting Operations’ procedures through SharePointo Review incoming investment team workflows during acquisitions to determine their system requirementso Assess and Integrate new workflows when a franchise begins trading new investment typeso Support operations in handling corrections to orders

Prepared tax returns for individuals and small business clients. Completed month end reconciliations.