I am an organized and collaborative hedge fund operations manager with a demonstrated experience in developing and improving workflows, processes, and systems to ensure efficient trading activities and compliance. I possess a thorough approach to all aspects of the organization, including investor relations, events, compliance, risk, and business development.
Throughout my career, I have successfully led all aspects of fund operations for a team of 4 at Mason Capital Management, including treasury, trade support, office administration, portfolio bookkeeping, regulatory compliance, and external relationship management for a $10 billion hedge fund. I have ensured accurate trade processing, managed trade activity, and supported domestic and global trade execution. Additionally, I have managed relationships with brokers, custodians, traders, vendors, and service providers.
Some of my key accomplishments include:
- Bolstering trade flow efficiency and allocations from Bloomberg to the internal accounting system by partnering with the IT team in the development of an in-house platform.
- Automating workflows to reduce compliance risks by creating a trade blotter system within Bloomberg for trade communications.
- Improving trade tracking and accuracy across distressed bank loan trades by creating multiple spreadsheets sharable with accounting to ensure organization.
- Facilitating the completion of daily trades with data verification and accuracy through Bloomberg.
- Ensuring compliant SEC oversight of internal controls governing daily trade activities, financial reconciliation, portfolio accounting, and brokerage account allocation.
