Pricing accuracy, market analysis, process monitoring, technology collaboration, reporting, communication, task management, compliance, team leadership, development, strategic initiatives, and innovation.
- Captured and validated daily prices for over 500 equity and bond securities, ensuring 99.9% accuracy across multiple market sources.
- Analyzed price movements against market news, contributing to daily pricing summaries that informed decisions for over $10 billion in AUM.
- Liaised with Bloomberg, Reuters, and other vendors to resolve 10–15 pricing discrepancies weekly, reducing operational risk.
- Monitored pricing systems for job success, resolving 100% of system alerts within SLA, in collaboration with tech teams.
- Partnered with technology to implement fixes that reduced recurring issues by 30%, improving pricing cycle efficiency.
- Prepared and distributed daily pricing and market impact summaries to over 30 stakeholders, maintaining transparency and market awareness.
- Produced and analyzed valuation movements for over 50 client portfolios, ensuring accurate reporting for monthly NAV validation.
- Completed all daily, monthly, and ad-hoc reporting tasks with 100% on-time delivery, maintaining audit-ready documentation.
- Resolved 20+ client queries monthly from the Global Index Research Group, achieving a 95% satisfaction rate.
- Managed and mentored a team of five junior analysts, resulting in 100% training completion, and a 20% improvement in individual KPIs.
- Conducted weekly team meetings, setting goals, and reviewing progress, contributing to a 15% increase in team productivity.
- Fostered a collaborative environment, reducing internal conflicts, and improving team engagement scores by 25%.
- Escalated critical issues with zero delay, ensuring minimal disruption to pricing operations.
- Collaborated with management to propose 3 or more process improvement initiatives, leading to 10 to 20% time savings in pricing workflows.
- Set performance expectations and provided feedback, resulting in two team members being promoted within 12 months.
- Delivered targeted coaching sessions that improved individual analyst performance by 30%, on average.