Emma Bartlett Email & Phone Number

Boston, MA, US

• Leads team in posting accurate capital activity to hit strict daily cash sheet deadlines across all Loomis Sayles funds.
• Processes client capital flow notices and works alongside the client administration team to ensure accurate reporting.
• Collaborates with investment teams to enhance cash projection capabilities within the Operin cash platform.
• Develops Excel templates to condense large bank files for ease and efficiency of viewing current and projected capital activity.
• Trains, mentors, and advocates for new team members.
• Candidate for CFA ESG Certificate, active volunteer and participant in several employee resource groups.

Boston, Massachusetts, United States

• Selected as an initial member of the new centralized Cash team.
• Managed all incoming emails to the Cash mailbox and organized actionable client notices in a timely fashion.
• Onboarded Operin system to automate cash flows and adapt prior cash processes.
• Revised all official cash flow procedures to be in line with Operin system and streamline transition.

Boston, Massachusetts, United States

• Prepare cash and asset reconciliations for multiple colleagues while adhering to daily, weekly, and monthly deadlines.
• Identify, resolve, and communicate discrepancies between custodian holdings and internal records.
• Utilize internal accounting program for daily cash management of nearly 50 fixed income and equity accounts.

Boston, MA

• Converted and organized capital projects for the top 100 water utilities in the US into a comprehensive Excel database.
• Created water utility profiles on PowerPoint with exhibits to visualize utility expenditures; published as a data insight report.
• Participated in weekly meetings to discuss present and future deliverables and current events concerning the water market.

• Aided in the calculation and organization of current and past payroll. Updated employee personnel spreadsheets and created new hire personnel files. Digitized files to create a completely paperless system for records.
• Ran front desk operations during the 2016 summer by answering phone calls and attending to visitors.

Weston, MA

• Took water samples every week along the Charles in a team of two and organized data to input into an EPA database.
• Collaborated with a UNH research team on a new technique for collecting airborne cyanobacteria toxins.
• Led, motivated, and managed volunteers for invasive species removal while advocating for the health of the Charles River.
• Used ArcGIS to project field data and worked with Excel and PowerPoint in a project regarding household water usage change.

Bachelor Of Arts - Ba, Environmental Studies

Activities and Societies: Varsity Volleyball, Teaching Assistant for Atmospheric Civics and Diplomacy, Students for Environmental Action.

Study In Granada - Semester Study Abroad Program