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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

Driven, focused, and hard-working Strategic Leader with 15+ years of experience and a proven ability to lead others and oversee daily operations within fast-paced financial environments. Experienced in managing cross-functional teams, overseeing new system implementations, diffusing escalated client service situations, and coaching/training staff members. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with co-workers, staff, customers, and members of executive management.

Key Competencies

 

Operations Management Advent Geneva Platform Trade Flow Analysis Policy Development

Staff Management New System Implementations Year-End Audit Management Client Management

Process Improvement Oral/Written Communication Data Analysis/Report Generation Time Management

 

Professional Experience

Self-Employed, New York, NY 2011-2012 & 2015-Present

Independent Consultant

  Direct day to day operations within a fast-paced environment with a concentration on increasing productivity and efficiency levels

  Act as a subject matter expert in regards to the Advent Geneva platform which resulted in overseeing the movement of a $15 billion fund to an outsourced platform in addition to assisting with an Advent Geneva implementation project

  Support a complex reporting transfer from RSL to a more streamlined platform, assist with the transfer of complicated asset types, and monitor system architecture

 

Lux Fund Technology & Solutions, New York, NY 2012-2015

Founder

  Founded and managed a successful consulting firm aimed at assisting clients with the implementation and support of the Advent Geneva platform

  Designed and implemented strategies aimed at streamlining system related projects, created project workflows, and analyzed project specific data

 

CitiGroup, New York, NY 2010-2011

Senior Vice President

  Facilitated daily strategic operations related to hedge fund activities which included supporting Advent Geneva functions throughout internal hedge funds, middle-office group, hedge fund administrator, prime brokerage, and the securities lending group

  Supervised both in-house and outsourced contract personnel and managed the development of project deliverables and/or expectations

  Instrumental in the completion of various Advent Geneva focused projects which included upgrades, RSL coding/clean-up, functionality improvement, and workflow optimization

 

HBMJ Consulting, LLP, Hoboken, NJ 2004-2009

Founder

  Founded and operated a consulting organization which supported clients with the implementation and support of the Advent Geneva portfolio management system

  Supervised both technical and operational teams in addition to generating detailed reports using RSL, SQL, VBA, PERL, and MS Office

  Utilized superior communication and interpersonal abilities to build positive rapport with clients, improved internal workflow processes, and reduced client risk through the consolidation of hedge fund information from various sources to a single source

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

 

Professional Experience Continued:

Globeop Financial Service, LLP, Harrison, NY 2003-2004

Manager

  Managed financial operations within the organization which included reviewing and streamlining year-end financial processes and managing client relationships

  Worked closely with both internal and external teams, completing in-depth data analysis, and supervised a team which was tasked with completing a year-end upgrade conversion for over 250 portfolios

  Generated comprehensive reports which highlighted project workflows and best practices, created innovative operating procedures, and diffused escalated client situations

 

Additional Professional Experience Includes:

  Associate, Moore Capital Management/Advent Software, 2001-2003

  Consultant, Moore Capital Management/Advent Software, 1999-2001

 

Education

 

MBA, Information Systems/Finance Concentration, Rutgers University, Newark, NJ

Bachelor of Arts, Lehigh University, Bethlehem, PA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging new career opportunity as (JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include a strong background in both executive management and leadership roles with experience in overseeing complex technical projects, managing staff members, and leading operations within financial/banking environments. In addition, I have a demonstrated ability to maintain positive rapport with others and diffuse escalated client service situations.

 

To complement my professional experience, I also possess stellar interpersonal and communication skills with an impressive educational background which includes a Master s of Business Administration from Rutgers University.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx

 

 

Date

 

 

 

Contact Name

Company Name

Address

City/State/Zip Code

 

Dear _______________________________:

 

I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.

 

As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVIEW) vital to your immediate and long-term objectives.

 

Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

 

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