Manage team of project managers responsible for solutioning and implementing client-driven change for firm's top-tier clients. Oversee hiring, training, and day-to-day responsibilities of project management team. Interact directly with client leadership to prioritize project pipeline to enable timely and cost-efficient solutions. Present project status and escalations at internal and client-facing senior leadership governance forums.- Drove client’s Front Office Transformation program, including major overhaul to strategy allocation, performance calculation, fund investment trading, reference data management, and client reporting- Implemented process improvement series to focus on streamlining and improving project implementation efficiency

Manage portfolio of change for company’s largest hedge fund client, with over $160 billion in AUM, across investment operations, fund administration, and fund custodial services. Interact directly with client leadership to prioritize project pipeline to enable timely and cost-efficient solutions. Present project status and escalations at internal and client-facing senior leadership governance forums.- Facilitated launch of off-shore China fund enabling non-Chinese domiciled investors access to new Chinese stocks and bonds, along-side standard suite of products.- Oversaw expedited fund launch that provided a wide pool of institutional investors across various geographies, including Europe, Asia and Latin America with an initial AUM over $600 million

Managed multiple major client change programs focused on expanding investment opportunities and increasing breadth of product offerings. Tracked client work streams throughout the program life cycle: gathered client change scope and requirements, designed tactical and strategic solutions, and oversaw planning, execution, and testing of new builds and op models across client, business, technology, and PMO. Handled ad-hoc client exploratory discussions across BNY Mellon’s broad range of services.- Implemented industry first solution to support initial hedge fund investment into new Chinese inter-bond market (CIBM)- Managed major expansion of cleared derivatives products and scalability, including implementation of new pricing tools- Established ESG (environmental, social, and governance) fund structure for conscientious clients

Designed new “white-glove” client service model to support change across flag-ship dual-party valuation model for hedge funds. Coordinated and project managed the life-cycle of client inquires and tri-party initiatives.- On-boarded and oversaw process mapping of new outsourced Investor Relations team- Designed workflow to ensure outsourced and legacy platform had consistent and accurate reference data

Performed portfolio maintenance, pricing, cash reconciliation, fund investments, client sub/reds, client communication, reference data management, portfolio equity delivery, cash projection, and cash overdraft management. Implemented process improvements reducing required staffing hours 15% through self-run reference data management overhaul and training.

Pricing and valuationSelected by Bridgewater Associates to participate in an industry original Back Office Transformation project with BNY Mellon.