• Responsible for supporting existing and potential business relationships with a global institutional client base of hedge funds, private equity firms, multi-asset class investors, and large family offices; • Played a key role in supporting the development of new business, contributing to the firm’s Assets Under Administration (AUA) surpassing $600 billion, the highest recorded figure since 2021; • Utilized the firm's proprietary, globally accessible technology platform to provide a full range of fund administration services and integrated portfolio analytics; • Served a critical role in responding to client and investor inquiries related to a variety of topics, including, but not limited to, MSFS’ business operations and services, and portfolio-specific attributes of client’s funds; • Independently onboarded over 230 individual funds across EMEA, APAC, and US clients, ensuring a seamless and efficient process for each; • Managed the lifecycle of due diligence questionnaires (DDQs), and maintained a systematic record/internal database of all requests to ensure accurate & timely responses; • Reviewed and analyzed institutional investor materials daily, including, but not limited to, compliance questionnaires, trade allocation, business communications, regulatory filings, and audited financial statements; • Drafted comprehensive reports for clients, including C-level executives, summarizing the firm’s review and key findings, ensuring insights were clear & actionable to support strategic decision-making; • Collaborated with other MSFS functional groups and internal subject matter experts to compile appropriate responses, marketing materials, and portfolio-specific presentations, ensuring consistency with business transformation initiatives; • Presented verbal and written business updates to internal and external management; • Regularly conducted calls, on-site visits, and meetings with fund managers & institutional investors.

• Developed meaningful relationships with prospects and clients, contributing to business growth and market positioning; • Assisted with client service offerings, including but not restricted to: Regulatory filings, expert network chaperoning, anti-money laundering (AML) compliance, and electronic communication review, ensuring adherence to compliance and regulatory standards; • Analyzed clients’ books and records for potential regulatory and risk management issues, supporting the identification of operational inefficiencies; • Interpreted complicated and nuanced documents for regulatory and governance risks, contributing to the firm’s operational performance assessments; • Supported the planning of upcoming reviews, including participating in calls with clients, evaluating client policies and procedures, and collaborating with supervisors to resolve any issues, supporting the firm’s business transformation efforts; • Performed other ad-hoc work/special projects as necessary to support ACA on various client and internal initiatives, including analyst training, public speaking engagements, attending conferences, roundtable events, and onsite client engagements; • Reviewed the adequacy of the policies and procedures of Registered Investment Advisers (RIAs) in all their critical areas and assessed their effectiveness in improving operational efficiency.

· Created detailed sales presentations to communicate product features and market data;· Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects;• Helped ensure the Technology department achieves key metrics, including profitable sales.

• Spearheaded the development of efficient project documentation protocols that aligned with the firm’s operational requirements; • Collected and organized various forms of documentation, including legal research findings, market analyses, and project updates; • Conducted thorough analyses of various data sets such as client engagement metrics, case outcomes, and market trends to identify any underlying operational issues; • Prepared analytical reports that highlighted key findings from data analysis, including actionable recommendations for departmental improvements.