Jihan Sharif
@jihansharif
I streamline investor and client operations, improving data integrity and reporting.
United StatesWhat I'm looking for
At Steward Partners, I optimize CRM systems and operations supporting 1,500+ client accounts and approximately $1.9B in assets under management. I streamline onboarding, reconcile high-volume transactions, and reduced manual processes by 40% through improved workflows.
I've also supported investor operations at Transamerica and Hamilton Zanze, managed high-volume workflows at State Street, and delivered forecasting, budgeting, and cost analysis at AOL. Across financial services, I focus on accurate data, reliable reporting, compliant transaction processing, and responsive client service.
Experience
Work history, roles, and key accomplishments
Senior Operations Associate
Steward Partners
Jun 2024 - Present (2 years 2 months)
Owned and optimized CRM systems and internal databases, improving data accuracy and reporting reliability across 1,500+ client accounts. Served as a primary liaison across advisors, clients, and external partners, supporting client portfolios totaling ~$1.9B AUM.
Education
Degrees, certifications, and relevant coursework
California State University, Sacramento
Bachelor of Science, Business Administration
2011 - 2016
Bachelor of Science in Business Administration from California State University, Sacramento, completed in 2016.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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