Sonia Barr Email & Phone Number

Australia

Greater Melbourne Area

Overseeing and working with the external administrators of the funds across all functions of investment administration, unit registry, fund accounting, performance, and compliance. Other responsibilities include client services and reporting, maintaining and updating data on company website, and supporting corporate compliance processes.

Melbourne, Australia

To support and ensure a robust and fair process of the management of crew role transitions driven by business transformation. Working closely with senior leaders to understand team and role impacts and partnering with HR in ensuring an approach is followed that ensures legal requirements as well as company standards and policies are met.

Working as part of a global team, was the local lead for a small team of two crew, responsible for the running and maintenance of Vanguard’s Australian offices located in Melbourne, Sydney, Brisbane and Perth.

Melbourne, Australia

Lead a department split into the following functions: Corporate Actions, Trade Settlement, Trade Support and Derivatives Oversight. There was tremendous change within the department over the last 3 years in the role as we began transitioning over to US systems towards globally consistant processes.

Melbourne Area, Australia

Managed a team of 8 crew responsible for cash, stock and valuation reconciliations, cash forecasting and client reporting.

Melbourne Area, Australia

Managed a team of 6 crew responsible for corporate actions, security pricing, security set up and maintenance, proxy voting and class actions.

Melbourne, Australia

Melbourne Area, Australia

The role dealt with both domestic and global corporate actions. As an analyst, I was responsible for the life cycle of a corporate event including the announcement, reconciliation, allocation, and tax reporting of the event in a sub custody and master custody capacity.

Melbourne, Australia

As a member of the Reconciliation Analysis and Management team, I was responsible for the management of internal and third party cash and security reconciliations.