Providing operational support to hedge fund clients engaged in various investment strategies ex. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds Assist senior management with setting team performance objectives, defining expectations, and assessing personnel.Building and maintaining client relationships, and serving as a liaison between clients and prime brokers/counterparties. Providing middle and back office support for the following products: equity, fixed income, swaps, bank debt, contract for differences, futures, commodities, options, FX, mortgages and repos. Addressing and researching cash / position / Market Value reconciliation exceptions.Interacting with various internal GlobeOp departments such as Fund Accounting, OTC Operations, Investor Services and IT.Wire processing related to management fees, incentive fees, fund subscriptions and redemptions, and collateral. Running cash reports and confirming payments with counterparties.Reviewing work prepared by other Operations AssociatesTraining Operations staff.

Created and implemented a suite of Power Query tools which completely overhauled the Corporate Action Lifecycle process. Automated the highly manual steps involved with security transfers, updated pricing data, valuation calculations, validating postings, and flagging breaks.Supervise team of 3 associates in the completion of daily tasks including: trade capture and compare, settlements, cash reconciliations, corporate action postings, accounting processing, and regulatory reporting.Assist senior management with setting team performance objectives, defining expectations, and assessing personnel.Ensure all SLAs are met, and serve as primary escalation point for resolving issues between the client trading desk, brokers, and custodians.Mitigate risk through implementation of procedure and control frameworks, and ensure compliance among junior associates.Partner with Technology and Client Service representatives to develop and execute on large scale change initiatives aimed at increasing automation, accuracy, and quality of client experience.

Promoted to Senior Associate due to high performance, successful transformation of inefficient processes, and dedication to client service.Identify trade discrepancies and make amendments to the Bridgewater portfolio accounting system.Oversee and review security setups, reconciliations, and confirmations prepared by team of junior associates.Facilitate trade capture across all Fixed Income and Equity trades within Bridgewater’s portfolio accounting system.Process corporate actions events and equity security transfers between the Prime Brokers and custody.Mitigate risk through implementation of procedures and controls, and monitor compliance among junior associates.Improve overall operating efficiency by leveraging SQL and Excel to develop new and improved processing tools.

Reconciled settled date cash balances between custody and Bridgewater portfolio accounting system on equity trades. Validated front office and back office cash and position data; identify, investigate and resolve errors with upstream systems. Perform Security Master setups and static data maintenance for Fixed Income and Equities. Engage with custodians, brokers, and external groups to resolve post trade issues, and ensure timely and accurate data delivery to client

Responsible for ensuring all data feeds transition through Bridgewater's middle office portfolio accounting system. Identify, triage, and escalate data discrepancies in accordance to department procedures. Synthesize and distribute reconciliation output to senior management. Defined and developed a set of metrics to track data feed latency.

- Supervised 30 volunteers tasked with supporting all departments within the organization.- Responsible for all aspects of recruiting, interviewing, and training of new volunteers for all program departments.- Established faculty/student agendas and oversaw the administration of student classes across an array of activities. - Commended by senior management for increasing volunteer recruitment and retention rates throughout various programs. - Developed and implemented the Annual Program outlining class schedules for the entire student population. - Acted as a point of escalation for matters including crisis management, disciplinary issues, and student affairs.

- Responsible for supervising staff and students within the unit- Directed team of counselors throughout the execution of their daily responsibilities. - Collaborated with senior management to define performance objectives and oversee training/certification of staff. - Managed all reporting requirements and administrative responsibilities - Assisted program manager and therapists with organizational leadership, strategic planning, and coaching of junior staff. Certifications: TCI (Therapeutic Crisis Intervention, CPR & AED, First Aid, NYPUM; TSS (National Youth Project Using Motorbikes; Track Safety Supervisor)

- Led a group of high school students throughout a 30-day expedition into the Alaskan Wilderness (backpacking, ice-climbing, kayaking, white water).- Guided students (grades 6-8) through multiple week-long outdoor adventure programs emphasizing team building, leadership skills, and survival techniques.

Wilderness based programs focused on at-risk adolescents and teens- Organized and oversaw therapy programs for young adolescents.- Ensure physical safety of the students in a wilderness environment.- Responsible for logistical planning and execution of 8 day excursions in the wilderness.- Oversaw junior instructors in the supervision of their respective teams related to all matters of outdoor living, survival skills, and execution of therapy programs.- Collaborated with therapists and staff to ensure therapeutic needs and goals of students were sufficiently met.- Managed the delegation of tasks, and monitored the development and training of staff. Certifications: PCS (Positive Control Systems), WFR (Wilderness First Responder), CPR & AED

Field Leader (Summer 2008) of groups of up to eighteen 9-14 year-olds on day trips and excursions throughout NJ/NY/CT. Responsibilities included supervision and instruction inkayaking, canoeing, climbing, hiking, camping, Leave No Trace, team building and leadership initiatives. Certification in Wilderness First Aid, CPR and Waterfront Lifeguarding. Logistics Department (Spring 2007): Responsibilities included organizing field equipment and preparing for excursions.