Charlotte Mae Hill
Indianapolis
Summary
Mutual Fund Operations Specialist with strong skills in processing transactions, compliance, and reconciliation. Boosted operational efficiency by 20% through accurate handling of purchases, redemptions, and exchanges. Ensured zero compliance-related fines by adhering to SEC regulations and company policies. Achieved 98% accuracy rate in financial reporting, enhancing overall performance.
Work History
Mutual Fund Operations Specialist
Financial Trust Management
Philadelphia
Jul 2021 - Present
- Processed mutual fund transactions including purchases, redemptions, and exchanges, leading to 20% increase in operational efficiency
- Ensured compliance with SEC regulations and company policies, resulting in zero compliance-related fines
- Assisted in reconciliation of mutual fund accounting records, achieving 98% accuracy rate in financial reporting
Investment Operations Analyst
Superior Capital Group
New York
Jan 2019 - Jun 2021
- Monitored and reported on investment performance, contributing to 15% improvement in client portfolio returns
- Collaborated with portfolio managers to optimize investment strategies, leading to 10% increase in assets under management (AUM)
- Developed and maintained investment databases, enhancing data integrity by 25%
Finance Intern
Pinnacle Financial Partners
Philadelphia
Jun 2017 - Dec 2018
- Supported financial analysis and reporting, contributing to 10% reduction in operational costs
- Assisted in preparation of quarterly financial statements, ensuring timely submission with 100% accuracy
- Performed market research and data analysis to support strategic planning initiatives, resulting in successful launch of new financial product
Education
Bachelor of Science - Finance
Certified Investment Management Analyst (CIMA) -
Mutual Fund Operations Training Program -
Timeline
Mutual Fund Operations Specialist - Financial Trust Management
Jul 2021 - Present
Investment Operations Analyst - Superior Capital Group
Jan 2019 - Jun 2021
Finance Intern - Pinnacle Financial Partners
Jun 2017 - Dec 2018
University of Pennsylvania - Bachelor of Science, Finance
Investments & Wealth Institute - Certified Investment Management Analyst (CIMA),
Institute of Business & Finance - Mutual Fund Operations Training Program,
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