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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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