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.
• 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.
• 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.

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.

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