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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 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


  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


  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 xxx-xxx-xxxx


Professional Experience Continued:

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


  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




MBA, Information Systems/Finance Concentration, Rutgers University, New Brunswick, NJ

Bachelor of Arts, Lehigh University, Bethlehem, PA



























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