At Morningstar, I supported mutual fund and ETF datasets, client onboarding, fund and account setup, and priority issue resolution across Product, Technology, Operations, vendors, and business stakeholders. I serve as an SME, guiding analysts through complex data and process issues while maintaining quality controls, SOPs, audit evidence, and SLA/TAT adherence.
I've helped reduce ETF processing time by approximately 40%, improve fund classification accuracy by approximately 30%, and reduce QA cycle time by approximately 25% through the Canadian OE Audit Framework. I use SQL, Advanced Excel, Jira, ServiceNow, and operational analysis to strengthen data quality, reconciliation, documentation, and workflows.
