BNY MellonPrincipal - Alternative Investment Services
Jan. 2016 - Dec. 2022New York, New York• Investor Services, Alternative Investment Services
Pittsburgh, Pennsylvania - 2021 - 2022
• Transformation & Program Management, Alternative Investment Services
Pittsburgh, Pennsylvania - 2020 - 2021
New York, New York - 2016 - 2020 • Led the data and reporting work stream for a multinational initiative to implement a new middle office service offering, managing the timely and effective testing of data fixes as well as technology builds and updates.
• Designed the cross functional, global strategy for onboarding clients onto a bankwide data and reporting service delivery platform and oversaw the ongoing onboarding process.
• Facilitated a European based initiative to ensure fund of hedge funds trade processing was being executed in compliance with multinational regulatory requirements.
• Managed the analysis and testing of a major vendor outsourcing initiative, coordinating across multinational, cross functional teams, as well as managing vendor communications and requests.
• Oversaw the onboarding and implementation of shadow transfer agency operations for the Australian arm of a top tier client, coordinating with teams in APAC, EMEA, and North America.
• Created and implemented the strategy for aligning all North American inter-company agreements for the alternatives business with compliance requirements.