Rebecca Conover Email & Phone Number

Philadelphia, Pa, Us

Pennington, New Jersey, United States

Managed team dedicated to the operational and business risk assessment of diverse asset management providers. Coordinated logistics and assignments for the global operation.• Served as project manager for comprehensive business investigations including onsite interviews, background checks, public records searches, and qualitative analysis of significant organizational, legal, financial and regulatory documentation. Used results of investigations to provide unanimous support for recommendations or veto of investment selections.• Assessed integrity and competence of key personnel and identified best practices or deficiencies in the control environment, policies, procedures, terms, compliance and regulatory framework, as well as infrastructure and service provider landscape. Provided guidance on process improvements where necessary.• Memorialized findings and prepared detailed written reports for presentation to senior management and clients. Designed and implemented the reporting templates.• Recognized as point person for internal stakeholders including Investment, Legal, Compliance and Financial teams. Liaised externally with clients, prospects and related vendors. • Aligned with Chief Risk Officer to regularly enhance investigative scope, methods, and training content. Introduced several process enhancements to facilitate the evolution of team needs. • Served as Project Manager for data mining, mapping, and scrubbing initiatives for proprietary data warehouse. Partnered with Director of IT on the design and maintenance of due diligence-related database modules, including specifications, testing, and quality assurance (QA).• Managed due diligence vendor relationships, evaluations, service reviews, contract negotiations, and budget.• Recipient of 2005 Mellon Star Award; annually awarded to 30 of roughly 60K employees across the BNYM global organization.• Selected as a key member of transition team to accomplish the orderly closing of EACM Advisors.

Norwalk, Ct

Supervised team responsible for performance measurement and portfolio attribution reporting of long-only equity and fixed income managers. Delegated and reviewed project work.• Calculated total returns, reconciled portfolio holdings, and facilitated cash flows between client accounts and custodian banks. • Prepared and reviewed client reporting and presentation materials for institutional and high net worth clients. • Generated risk / return, peer group and market statistics for Portfolio Managers.• Served as Project Manager for proprietary and third-party systems conversions. Participated in vendor evaluations, user specifications, testing, data migration, and quality assurance. Enhanced processes through automation. Ensured proper documentation for audit and business continuity purposes.

Greater Boston Area

Calculated daily Net Asset Values for multi-class equity mutual funds. Performed daily general ledger accounting of cash, expenses, and capital stock activity, as well as month-end closing activities. Ensured the timeliness, accuracy, and integrity of month-end client reports.

Master Of Business Administration (Mba), Finance And Financial Management Services

Activities and Societies: Beta Gamma Sigma

Bachelor Of Arts (Ba), Economics And Spanish