Investment Management Operations Associate
CurrentRotation 1: Institutional Client Reporting - Tasked with ideating new workflow automation to increase team's efficiency and effectiveness, achieving more than 75% automation. - Drafted internal pitch for AI dev team to automate one of our team's current systems, saving the team 296 hours per month - Collaborated with AB's global Institutional Client Reporting and internal automation team to draft and implement project plan.- Inventoried 3 client reporting systems and 6 regional reporting trackers; created strategies to improve workflow efficiency, eliminate human error, and utilize firm resources effectively.