Erin Orchard Email & Phone Number

Philadelphia, Pa, Us

LISC Strategic Investments (SI) is a leading U.S.-focused impact investing firm managing national and place-based impact investment funds, community investment accelerators, and venture fund investments.

LISC is a leading Community Development Financial Institution (CDFI) investing in businesses, housing, and other community infrastructure to catalyze economic, health, safety, and educational mobility for individuals and communities.

Woodland Park, Nj

• Assisted in project management while onboarding a Top 10 world hedge fund onto a new platform integrated with AI• Adapted to evolving client technology needs; communicate with programmers to find temporary and long-term solutions• Trained and managed 15 international / 5 domestic colleagues to ensure timely completion of customer deliverables• Performed month/quarter-end cash and position reconciliations with strict deadlines

Woodland Park, Nj

• Developed file mapping logic with programmers for ETL (Extract, Transform, Load) process; tested programming in UAT (test) and live environments• Cross-trained with supervisors and manager to provide coverage; created extensive SOPs• Reconciled daily accounts while prioritizing additional assignments as they emerged

Somerset, Nj

• 2017 BNY Mellon NY Metro Service Recognition Award, 1 of 3 employees from AIS division• Assisted in onboarding a $25+ billion hedge fund; identified system compatibility issues andcoordinated with technology to implement necessary system adjustments• Investigated trade differences between all parties in collaboration with internal and externalstakeholders

Remote

• Assessed the effectiveness of targeted social media ad campaigns• Rated social media ads for relevancy and quality on a Top 5 social media platform• Documented technical issues with ad platform so client’s programmers could resolve issues

Iselin, Nj

• Analyzed and aggregated 15,000 customers’ ownership in order to identify subsidiaries and cases of trusting • Researched companies’ creditworthiness by applying department-established weights and measures; verified and adjusted companies’ credit ratings by utilizing Dun & Bradstreet reports• Investigated inaccurate credit ratings and triggered new ratings to be generated in Pegasus/IBIS• Validated potential bankruptcies and changed solvency status when necessary

Iselin, Nj

• Led the FATCA (Foreign Account Tax Compliance Act) Project; efficiently completed 100 W-8BEN-E tax forms • Prepared month end reports and presentations; created templates to streamline future preparations• Assisted in the preparation of fiscal year end consolidated financial statements• Condensed loan interest rates, allowing for anticipation of future loan payments using LIBOR rates