Rachel Halliday Email & Phone Number

Remote

Stamford, Ct

Lead multiple simultaneous projects to deliver successful results on time and within budget. Help drive projects forward to increase automation and reduce risk across investment teams, working closely with technology counterparts and the front office. Deliver status updates to senior management and key stakeholders as well as help make key decisions in project scope. Establish best practices for business requirements, test plans, process flows, UAT coordination, training, and SOPs as well as mentoring BA team members. Work with various investment teams and project activities, including transaction management, accounting, portfolio managers, trade ops, reconciliation, and business reporting.

White Plains, New York

Conducted self-assessments, internal testing, and risk gap analysis for various business teams. Directed staff including delivering feedback and semi-annual reviews. Employed back testing for pricing and corporate actions team to maintain all controls for the teams. Established business requirements, test plans, process flows, UAT coordination via JIRA, training documents, as well as facilitated system enhancements. Provided proposals and status updates to senior management stakeholders. Steered extensive audits for the business and coordinated with internal and external auditors on SSAE and SOX audits for multiple operations teams. Experienced with a myriad of business operations and project activities, including account and security setup, pricing, corporate and class actions, account transitions, reconciliation, insurance operations, IT system development, trading and accounting systems, and CIT/FOFs.

San Antonio, Texas Area

Assessed trading/money movement errors, invented solutions, and executed correction process. Optimized client fund changes related to the CIT products including composing project plans, test plans, and specification documents. Collaborated with fund managers, custodian banks, trading desks, and record keepers. Executed trades for mergers, liquidations, and initial purchases. Updated procedure documentation and transferred pertinent information with all impacted teams. Acted as project manager for the “Project Phoenix” initiative to enhance the current trade processing systems for the department.

San Antonio, Texas Area

Led a team of five people completing daily tasks and addressing anomalies/errors. Resolved out of balance issues for direct deposit accounts. Performed all admin tasks such as completing monthly management reports and conducting employee reviews. Recognized to validate and approve high dollar amount wires. Participated in senior management meetings to provide project and team status updates. • Supervised audits, liquidations, conversions, re-investments, plan launches, corrections, and other large scale projects including all related testing efforts.

San Antonio, Texas Area

Developed and executed UAT for various internal systems to launch new Lifetime Income Strategy Product. Acted as project lead for custom retirement strategies products including maintaining project plans for new client and fund launches. Organized internal systems to integrate new products/clients including various UAT and system releases. Contributed in meetings with internal and external clients to ensure accommodation of client’s plan requirements. • Received a Reach Award for the successful launch of a revolutionary DB product, Lifetime Income Strategies with 900M AUM

White Plains, New York

• Conducted Lean Assessment for 5 operations teams and executed plans reducing departmental cost by 25% in 24 months.• Spearheaded system decommission project with savings of 800K per year in resources and IT support costs.• Traveled to Pune, India for 2 months to launch and train an ops team, providing a cost savings of 5 onshore FTEs (approx. 180K/year).

Completed data entry for new account setups , changes, and closures