• Perform cash settlements, oversee financial data quality in reporting databases, and submit and verify adjustments to financial data for 29 portfolios• Maintain investment accounting, reporting, and record-keeping for diverse financial instruments including Fixed Income, Equity, Private Placements, Mortgage Loans, and Derivatives• Ensure timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub-ledger systems• Complete… Show more • Perform cash settlements, oversee financial data quality in reporting databases, and submit and verify adjustments to financial data for 29 portfolios• Maintain investment accounting, reporting, and record-keeping for diverse financial instruments including Fixed Income, Equity, Private Placements, Mortgage Loans, and Derivatives• Ensure timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub-ledger systems• Complete reconciliations to custody banks, trade systems, financial statements, and support for regulatory reporting for SEC and NAIC filing requirements• Compile data and reports in Excel using vertical/ horizontal/ x lookups, macros, pivot tables, data validation, etc. on a daily basis • Generate and implement macros for key controls, asset moves, and other key functions to save up to 100+ hours a year for employees • Utilize Bloomberg on a weekly basis to cross-check payments, dividends, and shares with P&L • Developed initiative to improve onboarding processes to create a shadow template that streamlined new hire processes, eliminating the 4-6 week wait period of new hires time Show less

• Conduct customer compliance checks• Screen customers and process new business applications• Support Special Products team with Customer Resource Management (CRM) administration

• Create a positive and inclusive residential environment designed to connect residents with campus and community• Develop student-centered programs to promote creativity, diversity, sustainability, and wellness in personal development

• Provide academic support to students and student-athletes • Review key concepts in various subject areas such as economics, math, music, art history, and Spanish• Develop study plans and provide resources for students to practice by themselves• Earned the College Reading and Learning Association (CRLA) tutoring certification

• Validate portfolio and transaction level activity including trades, income payments, corporate actions and deal restructurings in sub-ledger systems• Prepare and verify general ledger entries• Complete reconciliations to custody banks, trade systems and financial statements• Provide various reports to business partners

• Prepare programs for students and execute administrative tasks• Serve as a liaison for the NSLC office and Georgia Tech University

• Cleaned data to increase efficiency across departments• Produced health coverage plan documents for clients• Managed client databases in programs such as Alegeus, Salesforces, and Microsoft Office

• Assisted in preparation and execution of Sunday Masses• Managed database and scheduling for Sunday Masses• Scheduled rehearsals for instrumentalists • Served as accompanist or leader for sectional or instrumental rehearsals, when needed• Served as Music Librarian – responsible for choral folders & all sheet music

• Solicited donations from alumni and parents by phone for the Evergreen Annual Fund• Collaboratively raised over $200,000 annually for scholarships for current and future students• Served as a point of contact for multilingual callers

• Taught children 3-15 years old, as well as adults how to proper stroke technique and water skills• Emphasized water safety for both indoor and outdoor settings• Taught Spanish-speaking students and students with disabilities