Keith Reid Email & Phone Number

United States

Deliver high-end technical and functional support for accounts in close collaboration with accounting and cross-functional teams while liaising among external clients and service providers. Ensure accurate and timely completion of daily processing procedures and meeting of client deliverables. Manage all aspects of pricing functions for securities, security master installations, and asset data maintenance; research and process corporate actions and dividend income for clients. Troubleshoot and resolve automated trade file process issues. Oversee gathering and maintenance of security pricing information from third-party vendors. Communicate with tech support and vendors support regarding production and system problems.Selected Accomplishments: Spearheaded multiple projects from inspection to successful completion within budget, time, scope, and quality. Created documentation on internal processes to streamline efficiency when retrieving data from accounting teams. Contributed to establishment of a Task Force Team to maintain seamless workflow; coached, trained, and mentored staff members on systems, processing, and organizational procedures. Conceptualized and led successful implementation of strategic process improvement initiatives.  Performed due diligence while reviewing operation analysts’ reconciliation and reporting process, ensuring high accuracy.

Managed portfolio of nine clients and 1K+ individual investors for a leading global provider of investment processing, management, and operations solutions. Analyzed widespread data and generated monthly, quarterly, and annual reporting for all clients with set deadlines. Maintained master log of client data touchpoints and client processes in Confluence. Prepared insightful reports/documents and presented to stakeholders after approval. Assumed responsibility for onboarding investors into client’s hedge and private equity funds. Entered all relevant data points into contact management system.Selected Accomplishments: Consistently met set deadlines, performed root cause analysis of arising scenarios, and resolved problems that achieved customer satisfaction and retention and streamlined operations. Leveraged Jira to create, track, and coordinate tickets for secure document management and transfer between departments for client review. Endorsed compliance with AML policy and regulations by conducting audits and employing KYC practices while onboarding new clients and investors.

Greater Philadelphia Area

keithreidphotography.comPhotography and Digital Design, FreelanceWith a creative background in audio and video, I have developed my experience as a photographer and digital artist over the years. I initiated a 365 photography project to explore creative efforts and challenge my technical skills. In doing so, I rapidly learned key digital editing software (ex, Lightroom, Photoshop) while maintaining an enterprising approach in all projects. Utilized various social media sites to expand viewership and partner with peer photographers in order to share collaborative efforts on projects. Honored with multiple awards for excellence in photographic and digital arts.

Greater Philadelphia Area

Served as Consultant for one of world's largest investment companies, offering low-cost mutual funds, ETFs, advice, and consultancy services. Employed and implemented Agile approaches while adhering to SDLC best practices to build and validate test case scenarios. Ensured financial transactions complied with rules, regulations, and audit requirements.Selected Accomplishments: Led successful execution of user acceptance and regression testing for new coding and releases of Oracle PeopleSoft as member of SCRUM team by utilizing pre-production (SAT3A) and production (CAT3A) systems and Zycus. Acted as redemption subject matter expert to ensure quality products and maintain accuracy for complex audited functions. Facilitated and streamlined communication flow between supervisors and teams by acting as primary escalation for technical and transactional issues. Collaborated with executive leadership to orchestrate, update, revise, and support training sessions.Projects Completed:o Data Reconciliation, Ascent Enterprise Supply Management, and Client Operation Financial Processing.

Conshohocken, Pa

Conshohocken, Pa