I've worked in the financial industry for since 2012 with a specialty in alternative investments. I started in the financial industry as a data entry associate in 2012, recording transactions for a transfer agency. In a short period of time I began to grow into more advanced positions within my company. I was hand picked to join a specialized team that allowed me to gain additional insight into alternative investment products, events, technology, and operational leadership. I learned how each product type is supported and the unique requirements that make up an alternative investment or mutual fund product. I managed events such as new client implementations, conversions, liquidations, fund closures, and more. I used this information to continue to grow and provide more value to my company ultimately managing a team responsible for maintaining procedures for the transfer agency, client/sponsor specific procedures, new technology integration, and process improvements to the division to drive efficiency, reduce risk, generate revenue, and improve client satisfaction.
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Associate DirectorDst SystemsKansas City, Mo, Us -
Operations ManagerDst Systems Oct 2021 - PresentKansas City, Missouri, United StatesManaged a team of specialized associates dedicated to process improvements, procedure documentation, and event management. Created and implemented process improvements within the Alternative Investment Division to streamline processes, reduce overhead through automation, improve client satisfaction, and overall division effectiveness. Responsible for managing the day to day tasks of associates, ensure obtainable goals were established, develop associates to meet designated goals, and achieve team goals within the division. -
Operations SpecialistDst Systems Feb 2012 - Oct 2021Kansas City, Missouri, United StatesCreated and implemented process improvement initiatives within the Alternative Investment Divisionincluding documentation of objectives/milestones, running internal stake holder meetings, and communication of the final product. Managed multiple projects with set deadlines simultaneously. Worked in a fast-paced, unpredictable environment that promotes analytical decision-making and on-the-spot decision making that impacted the entire Division. Responsible for reviewing all procedure and process changes for the Alternative Investment Division for approval, rejection, or further review from Senior Leadership. Business analyst roles that focused on finding inefficiencies and eliminating waste for the Alternative Investment Division. Subject matter expert on Alternative Investments and company technology. Communicated with Clients regularly via email, telephone conference calls, and in person meetings. -
Sales Associate/Inventory SpecialistWalmart Jun 2005 - Nov 2011Gladstone, Missouri, United StatesProvided customer service by cashiering, sales, and troubleshooting customer issues in the Entertainment Department. Worked in inventory management including stocking shelves, managing the overstock, and working heavy machinery to store bulk overstock.
Jacob Lundy Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Jacob Lundy
What company does Jacob Lundy work for?
Jacob Lundy works for Dst Systems
What is Jacob Lundy's role at the current company?
Jacob Lundy's current role is Associate Director.
What schools did Jacob Lundy attend?
Jacob Lundy attended Park University.
Who are Jacob Lundy's colleagues?
Jacob Lundy's colleagues are Roz Fisher, Madhukar B, Srikanth Byram, Monica Pace, Robin Darden, Ken Rea, Herman Iswanto.
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