Manolis Dimitrios Sevdalis Email & Phone Number

Montreal, Quebec, Canada

Montreal, Quebec, Canada

•Time sensitive daily reconciliation of portfolio trades, cash transactions and dividends, utilizing automated and manual procedures, addressing discrepancies with incoming custodian data.• Monthly and quarterly portfolio market value variance analysis.• Continuous collaboration with client service administrators to maintain up-to-date client portfolios, ensuring accurate cash balances, holdings, book values, market values, as well as timely delivery of client reports.• Facilitating… Show more •Time sensitive daily reconciliation of portfolio trades, cash transactions and dividends, utilizing automated and manual procedures, addressing discrepancies with incoming custodian data.• Monthly and quarterly portfolio market value variance analysis.• Continuous collaboration with client service administrators to maintain up-to-date client portfolios, ensuring accurate cash balances, holdings, book values, market values, as well as timely delivery of client reports.• Facilitating account setups by meticulously mapping custodian account numbers and ensuring seamless integration with data feeds, continuously seeking ways to improve incoming custodial data.• Addressing ad-hoc system or reconciliation related queries and requests from numerous teams within the firm. Show less

Montreal, Quebec, Canada

• Responsible for the oversight and reconciliation of the bank’s suspense accounts and general ledgers, used for processing investment purchases, transfers and redemptions.• Analyzing and consolidating data and reports, as well as current operations,emphasizing on continuous process improvement and digitalization• Investigating cash flow discrepancies, coordinating with internal and external teams to resolve issues and unfunded investments.• Executing time sensitive decisions… Show more • Responsible for the oversight and reconciliation of the bank’s suspense accounts and general ledgers, used for processing investment purchases, transfers and redemptions.• Analyzing and consolidating data and reports, as well as current operations,emphasizing on continuous process improvement and digitalization• Investigating cash flow discrepancies, coordinating with internal and external teams to resolve issues and unfunded investments.• Executing time sensitive decisions and money movements, considering the bank’s interests while ensuring client satisfaction.Key Achievements:• BMO Spotlight Award: Recognized for training, overseeing and providing full time support and guidance to a student intern over the course of our annual campaign period.• Implemented digitalization of reconciliation processes within one year, enabling a seamless transition to a hybrid work model. Show less

Montreal, Canada Area

• Organized high-profile conferences and networking events with leading firms in theconsulting industry.• Conceived and executed the outreach strategy and marketing activities.• Managed and curated communication outlets, increasing following by approximately800%• Maintained budget for advertising.

Karpathos, Southern Aegean, Greece

• Handled sales transactions in a fast-paced environment• Monitored daily and weekly cash flows• Provided customer service in multiple languages• Assisted in project valuation

Bachelor Of Commerce - Bcom, Accounting And Finance

Activities and Societies: Management Consulting Club Bachelor of Commerce, Double Major in Accounting and Finance

Lyceum Apolytyrion, High School/Secondary Diplomas And Certificates

Activities and Societies: Track team Graduated with Honours