Michael Palmeri Email & Phone Number

New York, NY, US

New York City Metropolitan Area

• Managed all aspects of user acceptance testing (UAT) for security data management and operations in middle office space. Conducted in-depth reviews and resolution of defects found during overall client testing process..
• Led 3 separate daily scrums between operations, technology, and project management, facilitating daily performance, adhering to deadlines, and actively managing defects.
• Coordinated user acceptance testing (UAT) of new technological deliverables, daily test planning, test cases, and acceptance criteria, providing new products to middle office clients.
• Directed daily testing of security data management, including various asset type reviews through complete trade lifecycle, analyzing positional or security data differences and quickly implementing resolutions.
• Trained operational employees in new technology deliverables and advancements, increasing employees’ technical skills and creating high performing teams.
• Worked closely with operations, project managers, and clients, ensuring operational support was in place to meet specified requirements.

• Managed team of 110 employees that oversaw cash and asset reconciliations of Mutual Funds, Hedge Funds, Exchange Traded Funds (ETFs), and Closed End Funds.
• Utilized operational expertise and proactive leadership, reducing risk exposure and furtherin-depth error analysis and ensuring day-to-day operations were performed accurately and effectively.
• Identified and resolved outstanding differences in various asset types including forwards, futures, swaps, options, shorts, term… Show more Managed team of 110 employees that oversaw cash and asset reconciliations of.
• Identified and resolved outstanding differences in various asset types including forwards, futures, swaps, options, shorts, term loans, collateral positions, corporate actions, proxy processing, and broker held assets.
• Collaborated in new business development including launches of new products and enhancements within control process.
• Selected to participate in several committees including Fund Oversight, Risk Management, and Operational Best Practices. Show less

• Co-managed team of 45 operations employees. Directly managed sub-group of 15 employees, conducting daily accounting NAV operations for onshore and offshore products.
• Worked with custody and transfer agency support, quickly resolving discrepancies in reconciliations and financial statements.
• Established and improved internal accounting systems and procedures across groups, increasing efficiency and accounting accuracy.

Master Of Business Administration (M.B.A.)

Master'S Degree, Finance, General

Ba, Accounting And Info Systems