Sophia E. Email & Phone Number

Los Angeles, CA, US

Greater Los Angeles Area

Analyst for set-up, characteristic maintenance, and tracking of over 18,000 equity companies. Analyzed data from 5 vendors to create the permanent record to publish to downstream applications and marketing material.- Coordinated the day to day operations for a staff of 6, including the London office. Responsible for cross training associates and completing.

Project manager that prioritized and provided strategic leadership for 3 operational teams. Collaborated with managers which led to increased efficiency in workflows, controls, and procedures.- Reviewed business requirements and created recommendations for process flow changes to remove redundancies. Tracked that policies and procedures were adhered to for.

Los Angeles, California, United States

Manager of the trade processing and settlement team that included associates in Los Angeles and London. Trade volumes increased 50% each year and assets to 85 billion, maintaining the same number of associates in the team for over 4 years by restructuring processes and automating the process flow.- Managed day to day trade processing and settlements.

Created an internship opportunity by marketing my expertise in fixed income assets. Resided in Switzerland for 15 months and 1 month in England. Managed projects to align the Swiss office process flow with North America.- Participated in 3 internships with the accounting, corporate action, and equity settlement teams, to develop and organize procedures for.

Bachelor Of Science, Finance

Education record