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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Experienced Advent Geneva Consultant with 15+ years of experience and a proven ability to lead others and oversee complex system updates and/or implementations. Experienced in assisting clients during Advent Geneva system implementations, addressing technical issues, and designing streamlined operating processes. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with co-workers, staff, clients, and members of executive management.
Key Competencies
Advent Geneva Platform Process Improvements Trade Flow Analysis Policy Development
Staff Management New System Implementations Year-End Audit Management Client Management
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 project 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, LLC, 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 and reduced client risk through the consolidation of various hedge fund information 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, New Brunswick, NJ
Bachelor of Arts, Lehigh University, Bethlehem, PA
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