Accomplished professional in the funds industry, boasting a strong background in leadership, operations, projects, business transformation, governance, and client management. Acknowledged and trusted by peers, I bring a blend of curiosity, top-notch training, and unwavering accountability. A relationship-builder with a knack for turning ideas into reality through positive influence.A project management expert with a proven history of successfully steering complex initiatives. Proficient in strategic planning, team coordination, risk management, and effective communication. Skilled at optimizing resources, adhering to timelines and budgets, and achieving project objectives.In the ever-evolving landscape, I thrive on reinventing workflows and fostering a culture of positive change. I have a demonstrated commitment to encouraging others to embrace change and realign priorities. Moreover, my commitment to excellence in client service underscores the importance of prioritizing the client in every aspect of the business relationship.Over nearly 14 years at RBC Investor Services, I've demonstrated proficiency in managing various aspects of OTC Middle Office operations. This includes overseeing teams, delivering high-quality services to asset managers, supporting client onboarding and product changes, and collaborating with both internal and external stakeholders. I've been actively involved in regulatory changes, notably EMIR, and played a key role in change management initiatives, including participating in the creation of departments, transformations, and oversight functions. Additionally, I've led and participated in numerous projects, such as implementing IT system changes and automating processes using VBA. My responsibilities have encompassed managing client relationships, ensuring accurate reporting, performing pricing data checks, and adhering to regulatory requirements. Throughout my tenure, I've consistently sought operational excellence and contributed to the development and enhancement of processes within the OTC Portfolio Valuation domain.
Listed skills include Derivatives, Otc, People Management, Structured Products, and 16 others.